Defined Benefit (Pension) · DOL Form 5500 · 2023

Ports America Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
101
Participants Small participant base
52nd
Percentile by assets National rank
$73,601
Avg per participant Below avg balance/head
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Official DOL plan name: Ports America Pension Plan · Sponsored by Ports America · Arizona · Transportation & Warehousing

$7M in assets, 101 participants

Ports America's Ports America Pension Plan reported $7M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,777 in Transportation & Warehousing (3,362 peers)

Coverage in Arizona

Ports America Pension Plan covers 101 participants in Arizona, about 18% of the average Arizona filer (state average ~564 per filing). Assets: $7M.

#1,777
in Transportation & Warehousing (3,362 peers)
+3.7%
assets growth YoY

Ports America Pension Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Ports America Pension Plan vs every filed plan by assets

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

$7,433,716 Top 48% higher than 52% 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

Ports America Pension 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. Ports America Pension Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ports America Pension Plan reported net income rose from -$31M in the plan year 2022 filing to $260K in the plan year 2023 filing.
  • Ports America Pension Plan reported participants fell from 109 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Ports America Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135628741 · Ports America PY 2023 · Defined Benefit (Pension)

Ports America Pension Plan · $7M · 101 · 52nd

  • SCH $7M
  • EBSA 101
  • PART 52nd
  • TYPE Defined Benefit (Pension)
  • NET near Enersys Hourly Employees' Pension Plan
  • BOOK ind #1777

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 Arizona →

Ports America Pension Plan in the asset neighbourhood

Tropical Financial Credit Union Employees' Pension PlanTropical Financial Credit Un…$7MSouthern Ca. Oral & Maxillofacial Surgical Arts Defined Benefit Pension PlanSouthern Ca. Oral & Maxillof…$7MEnersys Hourly Employees' Pension PlanEnersys Hourly Employees' Pe…$7MPorts America Pension Plan$7MLevenfeld Pearlstein, LLC Cash Balance PlanLevenfeld Pearlstein, LLC Ca…$7M
End-of-year total assets ($M) among Ports America Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$260K
Employer EIN135628741
Plan Effective Date1959-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ports America)

Sponsor-wide plan assets over time

All Ports America plans reported in each filing year

Latest sponsor-wide plan assets
$8M 6.559822047491955% vs 2022
2024 filing year
$7M$7.2M$7.4M$7.6M$7.8M 202220232024 $7.17M $7.64M ▲ +6.6%
Year Plans Participants Total Assets
2022 1 109 $7M
2023 1 101 $7M
2024 1 99 $8M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ports America Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Ports America Pension Plan, Total assets ($B): 0.007433716 · Participants: 101Ports America Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Ports America Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Ports America Pension Plan side-by-side with 3 peers →

Ports America Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Enersys Hourly Employees' Pension Plan in PA ($7M); by covered participants it is Ingram Retirement Plan in TN (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Ports America Pension Plan assets move in 2023? ▼
Ports America Pension Plan edged up modestly - up 3.7% during 2023, from $7M to $7M. Reported net income was $260K.
How have Ports America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ports America's sponsor-wide assets grew 6.6%, from $7M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Ports America Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Enersys Hourly Employees' Pension Plan in PA ($7M, 95 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ports America Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ingram Retirement Plan in TN (101 participants, N/A 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 135628741.

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.