Other · DOL Form 5500 · 2023

PORTER-LEATH Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
368
Participants Below avg headcount
45th
Percentile by assets National rank
$14,414
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Porter-Leath 401(k) Plan · Sponsored by PORTER-LEATH · Tennessee · Healthcare & Social Assistance

$5M in assets, 368 participants

PORTER-LEATH's Porter-Leath 401(k) Plan reported $5M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,783 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Porter-Leath 401(k) Plan covers 368 participants in Tennessee, about 33% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.

#8,783
in Healthcare & Social Assistance (17,684 peers)
+9.8%
assets growth YoY

Porter-Leath 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Porter-Leath 401(k) Plan vs every filed plan by assets

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

$5,304,340 45th percentile higher than 45% 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-Leath 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Porter-Leath 401(k) Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Porter-Leath 401(k) Plan reported net income rose from $82K in the plan year 2022 filing to $474K in the plan year 2023 filing.
  • Porter-Leath 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Porter-Leath 401(k) Plan reported participants fell from 391 in the plan year 2022 filing to 368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581409385 · PORTER-LEATH PY 2023 · Other

Porter-Leath 401(k) Plan · $5M · 368 · 45th

  • BOY $5M
  • BOY 368
  • BOY 45th
  • BOY Other
  • BOY near Freeman Regional Health Services 403(b) Plan
  • BOY ind #8783

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Porter-Leath 401(k) Plan in the asset neighbourhood

Freeman Regional Health Services 403(b) PlanFreeman Regional Health Serv…$5MTraining Education and Manpower, Inc. Retirement PlanTraining Education and Manpo…$5MAlternative Services, Inc. 403(b) PlanAlternative Services, Inc. 4…$5MPorter-Leath 401(k) Plan$5MAfter School Matters ERISA 403(b) PlanAfter School Matters ERISA 4…$5M
End-of-year total assets ($M) among Porter-Leath 401(k) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$474K
Employer EIN581409385
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PORTER-LEATH)

Sponsor-wide plan assets over time

All PORTER-LEATH plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.926443521054736% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.83M $6.08M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 391 $5M
2023 1 368 $5M
2024 1 337 $6M

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Porter-Leath 401(k) Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Porter-Leath 401(k) Plan, Total assets ($B): 0.00530434 · Participants: 368Porter-Leath 401(k) PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
Porter-Leath 401(k) Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Porter-Leath 401(k) Plan side-by-side with 3 peers →

Porter-Leath 401(k) Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Freeman Regional Health Services 403(b) Plan in SD ($5M); by covered participants it is Apla Health & Wellness 403(b) Plan in CA (368 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (368 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-Leath 401(k) Plan assets move in 2023? ▼
Porter-Leath 401(k) Plan grew at a solid clip - up 9.8% during 2023, from $5M to $5M. Reported net income was $474K.
How have PORTER-LEATH plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PORTER-LEATH's sponsor-wide assets grew 25.9%, from $5M to $6M.
Which Other plans are similar in size to Porter-Leath 401(k) Plan? ▼
Among Other plans in other states, the closest by assets is Freeman Regional Health Services 403(b) Plan in SD ($5M, 129 participants).
Which Other plans cover a similar participant headcount to Porter-Leath 401(k) Plan? ▼
Among Other plans in other states, the closest by covered participants is Apla Health & Wellness 403(b) Plan in CA (368 participants, $19M 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 581409385.

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.