401(k) · DOL Form 5500 · 2023

Porter Wright Morris & Arthur LLP 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
287
Participants Below avg headcount
85th
Percentile by assets National rank
$171,458
Avg per participant Above avg balance/head
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Official DOL plan name: Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan · Sponsored by Porter Wright Morris & Arthur LLP · Ohio · Professional & Technical Services

$49M in assets, 287 participants

Porter Wright Morris & Arthur LLP's Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan reported $49M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,566 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan covers 287 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $49M.

#17,566
in Professional & Technical Services (20,321 peers)
+12.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan's outsized position by total assets

Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan vs every filed plan by assets

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

$49,208,565 Top 15% higher than 85% 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 Wright Morris & Arthur LLP Employee 401(k) Retirement 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 Wright Morris & Arthur LLP Employee 401(k) Retirement Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan reported participants rose from 281 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 314373657 · Porter Wright Morris & Arthur LLP PY 2023 · 401(k)

Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan · $49M · 287 · 85th

  • RANK $49M
  • RANK 287
  • RANK 85th
  • RANK 401(k)
  • RANK near Tuv Rheinland 401(k) Profit Sharing Plan
  • RANK ind #17566

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 Ohio →

Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan in the asset neighbourhood

Porter Wright Morris & Arthur LLP Employee 401(k) Retirement PlanPorter Wright Morris & Arthu…$49MTuv Rheinland 401(k) Profit Sharing PlanTuv Rheinland 401(k) Profit …$49MMedbest Medical Management 401(k) PlanMedbest Medical Management 4…$49MLatham Pool Products, Inc. 401(k) Savings PlanLatham Pool Products, Inc. 4…$49MGsc Enterprises, Inc 401(k) PlanGsc Enterprises, Inc 401(k) …$49M
End-of-year total assets ($M) among Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$49M
Net Income$5M
Employer EIN314373657
Plan Effective Date1968-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Porter Wright Morris & Arthur LLP)

Sponsor-wide plan assets over time

All Porter Wright Morris & Arthur LLP plans reported in each filing year

Latest sponsor-wide plan assets
$222M 23.07024346830957% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $181M $222M ▲ +23.1%
Year Plans Participants Total Assets
2022 2 411 $181M
2023 2 415 $206M
2024 2 415 $222M

Nearby 401(k) Plans in Ohio

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

Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan, Total assets ($B): 0.049208565 · Participants: 287Porter Wright Morris & Arthur LLP Employee 401(k) Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan side-by-side with 3 peers →

Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Tuv Rheinland 401(k) Profit Sharing Plan in MA ($49M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Wright Morris & Arthur LLP Employee 401(k) Retirement Plan assets move in 2023? ▼
Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan grew at a solid clip - up 12.5% during 2023, from $44M to $49M. Reported net income was $5M.
How have Porter Wright Morris & Arthur LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porter Wright Morris & Arthur LLP's sponsor-wide assets grew 23.1%, from $181M to $222M.
Where does Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tuv Rheinland 401(k) Profit Sharing Plan in MA ($49M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Porter Wright Morris & Arthur LLP Employee 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 314373657.

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.