401(k) · DOL Form 5500 · 2023

Portfolio Advisors LLC 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
120
Participants Small participant base
87th
Percentile by assets National rank
$493,058
Avg per participant High balance/head
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Official DOL plan name: Portfolio Advisors LLC 401(k) Profit Sharing Plan · Sponsored by Portfolio Advisors LLC · Connecticut · Professional & Technical Services

$59M in assets, 120 participants

Portfolio Advisors LLC's Portfolio Advisors LLC 401(k) Profit Sharing Plan reported $59M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,942 in Professional & Technical Services (20,321 peers)

Coverage in Connecticut

Portfolio Advisors LLC 401(k) Profit Sharing Plan covers 120 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $59M.

#17,942
in Professional & Technical Services (20,321 peers)
+26.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Portfolio Advisors LLC 401(k) Profit Sharing Plan's outsized position by total assets

Portfolio Advisors LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$59,166,922 Top 13% higher than 87% 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

Portfolio Advisors LLC 401(k) Profit Sharing 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. Portfolio Advisors LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Portfolio Advisors LLC 401(k) Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Portfolio Advisors LLC 401(k) Profit Sharing Plan end-of-year assets rose from $47M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Portfolio Advisors LLC 401(k) Profit Sharing Plan reported participants rose from 112 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061487853 · Portfolio Advisors LLC PY 2023 · 401(k)

Portfolio Advisors LLC 401(k) Profit Sharing Plan · $59M · 120 · 87th

  • TYPE $59M
  • TYPE 120
  • TYPE 87th
  • TYPE 401(k)
  • TYPE near Quantic 401(k) Retirement Savings Plan
  • TYPE ind #17942

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 Connecticut →

Portfolio Advisors LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Aviation Capital Group 401(k) PlanAviation Capital Group 401(k…$59MPortfolio Advisors LLC 401(k) Profit Sharing PlanPortfolio Advisors LLC 401(k…$59MQuantic 401(k) Retirement Savings PlanQuantic 401(k) Retirement Sa…$59MWhatcom Educational Credit Union Retirement PlanWhatcom Educational Credit U…$59MMadison Emergency Physicians, S.C. Profit Sharing PlanMadison Emergency Physicians…$59M
End-of-year total assets ($M) among Portfolio Advisors LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$59M
Net Income$12M
Employer EIN061487853
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Portfolio Advisors LLC)

Sponsor-wide plan assets over time

All Portfolio Advisors LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $46.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 112 $47M
2023 1 120 $59M
2024 1 133 N/A

Nearby 401(k) Plans in Connecticut

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

Portfolio Advisors LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Portfolio Advisors LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.059166922 · Participants: 120Portfolio Advisors LLC 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Portfolio Advisors LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Portfolio Advisors LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Portfolio Advisors LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Quantic 401(k) Retirement Savings Plan in RI ($59M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Portfolio Advisors LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Portfolio Advisors LLC 401(k) Profit Sharing Plan grew sharply - up 26.5% during 2023, from $47M to $59M. Reported net income was $12M.
Where does Portfolio Advisors LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Portfolio Advisors LLC 401(k) Profit Sharing Plan ranks in the 87th 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 Portfolio Advisors LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quantic 401(k) Retirement Savings Plan in RI ($59M, 732 participants).
Which 401(k) plans cover a similar participant headcount to Portfolio Advisors LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 061487853.

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.