401(k) · DOL Form 5500 · 2023

Porter & Associates, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
36th
Percentile by assets National rank
$283,189
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Porter & Associates Inc 401(k) Profit Sharing Plan · Sponsored by Porter & Associates, Inc · California · Professional & Technical Services

$3M in assets, 11 participants

Porter & Associates, Inc's Porter & Associates Inc 401(k) Profit Sharing Plan reported $3M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 36th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,707 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Porter & Associates Inc 401(k) Profit Sharing Plan holds $3M for 11 participants - about $283,189 per participant, in the lower half of filed plans by assets.

#6,707
in Professional & Technical Services (20,321 peers)
-4.8%
assets change YoY

The plan reported a net loss of $158K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Porter & Associates Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Porter & Associates Inc 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,115,074 36th percentile higher than 36% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Porter & Associates Inc 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Porter & Associates Inc 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Porter & Associates Inc 401(k) Profit Sharing Plan reported net income rose from -$206K in the plan year 2022 filing to -$158K in the plan year 2023 filing.
  • Porter & Associates Inc 401(k) Profit Sharing Plan reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Porter & Associates Inc 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260515371 · Porter & Associates, Inc PY 2023 · 401(k)

Porter & Associates Inc 401(k) Profit Sharing Plan · $3M · 11 · 36th

  • EIN $3M
  • RANK 11
  • PHOTO 36th
  • IND 401(k)
  • EOY near Blue Crab Corporate Services, LLC
  • 5500 ind #6707

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Porter & Associates Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Porter & Associates Inc 401(k) Profit Sharing PlanPorter & Associates Inc 401(…$3MBlue Crab Corporate Services, LLCBlue Crab Corporate Services…$3MInvestment Rarities, Inc. 401(k) PlanInvestment Rarities, Inc. 40…$3MTexas Medical Center Hospital Laundry Cooperative Association 401(k)Texas Medical Center Hospita…$3MGibson Plumbing 401(k) Plan$3M
End-of-year total assets ($M) among Porter & Associates Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$158K
Employer EIN260515371
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Porter & Associates, Inc)

Sponsor-wide plan assets over time

All Porter & Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.819414789275496% vs 2022
2023 filing year
$3.1M$3.15M$3.2M$3.25M$3.3M 20222023 $3.27M $3.12M ▼ -4.6%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 11 $3M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Porter & Associates Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Porter & Associates Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.003115074 · Participants: 11Porter & Associates Inc 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Porter & Associates Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Porter & Associates Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Porter & Associates Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Blue Crab Corporate Services, LLC in MD ($3M); by covered participants it is Bg Logistics, Inc. 401(k) Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Porter & Associates Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Porter & Associates Inc 401(k) Profit Sharing Plan edged down modestly - down 4.8% during 2023, from $3M to $3M. Reported net income was -$158K.
How have Porter & Associates, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Porter & Associates, Inc's sponsor-wide assets declined 4.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Porter & Associates Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Crab Corporate Services, LLC in MD ($3M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Porter & Associates Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bg Logistics, Inc. 401(k) Plan in FL (11 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260515371.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.