401(k) · DOL Form 5500 · 2023

Portance Corp. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 21
Participants Small participant base: 43rd
Percentile by assets National rank: $225,158
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Portance Corp. 401(k) Plan · Sponsored by Portance Corp. · Massachusetts · Manufacturing

$5M in assets, 21 participants

Portance Corp.'s Portance Corp. 401(k) Plan reported $5M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#4,961 in Manufacturing (18,722 peers)

Portance Corp. multi-year trail

Portance Corp.'s plans moved +40.9% in assets from 2022 to 2024; this filing shows Portance Corp. 401(k) Plan at $5M / 21 participants.

#4,961
in Manufacturing (18,722 peers): +30.9%
assets growth YoY

Portance Corp. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Portance Corp. 401(k) Plan vs every filed plan by assets

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

$4,728,318 43rd percentile higher than 43% of 127,068 filed plans

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

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

Portance Corp. 401(k) 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. Portance Corp. 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Portance Corp. 401(k) Plan reported participants rose from 15 in the plan year 2022 filing to 21 in the plan year 2023 filing.
Portance Corp. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Portance Corp. 401(k) Plan reported net income fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813567119 · Portance Corp. PY 2023 · 401(k)

Portance Corp. 401(k) Plan · $5M · 21 · 43rd

TYPE $5M
TYPE 21
TYPE 43rd
TYPE 401(k)
TYPE near Nobis Rehab Partners 401(k) Savings Plan
TYPE ind #4961

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 Manufacturing retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Portance Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Portance Corp. multi-year asset trail

Latest sponsor-wide plan assets: $5M 40.920227060747884% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	15	$4M
2023	1	21	$5M
2024	1	23	$5M

Portance Corp. filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	813567119
Plan Effective Date	2016-08-12
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Portance Corp. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Portance Corp. 401(k) Plan side-by-side with 3 peers →

Portance Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Nobis Rehab Partners 401(k) Savings Plan in TX ($5M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Nobis Rehab Partners 401(k) Savings Plan (TX) $5M · 838
Smith Ellison 401(k) Plan (CA) $5M · 5
Aquatic Technologies, Inc. Employees 401(k) Plan (CA) $5M · 109
California University of Science and Medicine 401(k) Plan (CA) $5M · 110

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan (GA) 21 · 0 off
Aravive 401(k) Plan (TX) 21 · 0 off
Bmc Brewing Company 401(k) Plan (NC) 21 · 0 off
Community State Bankshares, Inc. Employee Stock Ownership Plan (CO) 21 · 0 off

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 Portance Corp. 401(k) Plan assets move in 2023? ▼

Portance Corp. 401(k) Plan surged - up 30.9% during 2023, from $4M to $5M. Reported net income was $1M.

How have Portance Corp. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Portance Corp.'s sponsor-wide assets grew 40.9%, from $4M to $5M.

Which 401(k) plans are similar in size to Portance Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nobis Rehab Partners 401(k) Savings Plan in TX ($5M, 838 participants).

Which 401(k) plans cover a similar participant headcount to Portance Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 813567119.