401(k) · DOL Form 5500 · 2023

Port Amherst, Ltd. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
372
Participants Below avg headcount
79th
Percentile by assets National rank
$79,969
Avg per participant Below avg balance/head
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Official DOL plan name: Port Amherst, Ltd. 401(k) & Profit Sharing Plan · Sponsored by Port Amherst, Ltd. · West Virginia · Transportation & Warehousing

$30M in assets, 372 participants

Port Amherst, Ltd.'s Port Amherst, Ltd. 401(k) & Profit Sharing Plan reported $30M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,617 in Transportation & Warehousing (3,362 peers)

Where Port Amherst, Ltd. 401(k) & Profit Sharing Plan sits by assets

Port Amherst, Ltd. 401(k) & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $30M for 372 participants (~$79,969/participant), up 13.6% in 2023.

#2,617
in Transportation & Warehousing (3,362 peers)
+13.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Port Amherst, Ltd. 401(k) & Profit Sharing Plan's outsized position by total assets

Port Amherst, Ltd. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$29,748,554 Top 21% higher than 79% 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

Port Amherst, Ltd. 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. Port Amherst, Ltd. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Port Amherst, Ltd. 401(k) & Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Port Amherst, Ltd. 401(k) & Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Port Amherst, Ltd. 401(k) & Profit Sharing Plan reported participants rose from 359 in the plan year 2022 filing to 372 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 550628911 · Port Amherst, Ltd. PY 2023 · 401(k)

Port Amherst, Ltd. 401(k) & Profit Sharing Plan · $30M · 372 · 79th

  • VS-ST $30M
  • VS-ST 372
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Kion North America Corporation 401(k) Plan
  • VS-ST ind #2617

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 Transportation & Warehousing retirement plans → · Plans in West Virginia →

Port Amherst, Ltd. 401(k) & Profit Sharing Plan in the asset neighbourhood

Port Amherst, Ltd. 401(k) & Profit Sharing PlanPort Amherst, Ltd. 401(k) & …$30MKion North America Corporation 401(k) PlanKion North America Corporati…$30MEpic Healthcare Management, LLC 401(k) PlanEpic Healthcare Management, …$30MNorthwest Aerospace Technologies, Inc. 401(k) Retirement Savings PlanNorthwest Aerospace Technolo…$30MInfobase Holdings, Inc 401(k) Savings PlanInfobase Holdings, Inc 401(k…$30M
End-of-year total assets ($M) among Port Amherst, Ltd. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN550628911
Plan Effective Date1986-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Port Amherst, Ltd.)

Sponsor-wide plan assets over time

All Port Amherst, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 33.573840177129426% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.2M $84.4M ▲ +33.6%
Year Plans Participants Total Assets
2022 2 684 $63M
2023 2 697 $73M
2024 2 693 $84M

Nearby 401(k) Plans in West Virginia

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

Port Amherst, Ltd. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Port Amherst, Ltd. 401(k) & Profit Sharing Plan, Total assets ($B): 0.029748554 · Participants: 372Port Amherst, Ltd. 401(k) & Profit Sharing PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment Plan
Port Amherst, Ltd. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Port Amherst, Ltd. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Port Amherst, Ltd. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Kion North America Corporation 401(k) Plan in SC ($30M); by covered participants it is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 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 Port Amherst, Ltd. 401(k) & Profit Sharing Plan assets move in 2023? ▼
Port Amherst, Ltd. 401(k) & Profit Sharing Plan grew at a solid clip - up 13.6% during 2023, from $26M to $30M. Reported net income was $4M.
How have Port Amherst, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Port Amherst, Ltd.'s sponsor-wide assets grew 33.6%, from $63M to $84M.
Where does Port Amherst, Ltd. 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Port Amherst, Ltd. 401(k) & Profit Sharing Plan ranks in the 79th 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 Port Amherst, Ltd. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kion North America Corporation 401(k) Plan in SC ($30M, 386 participants).
Which 401(k) plans cover a similar participant headcount to Port Amherst, Ltd. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants, $11M 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 550628911.

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.