401(k) · DOL Form 5500 · 2023
Port Health Services 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 229
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $30,932
- Avg per participant Low balance/head
Official DOL plan name: Port Health Services 401(k) Plan · Sponsored by Port Health Services · North Carolina · Healthcare & Social Assistance
$7M in assets, 229 participants
Port Health Services's Port Health Services 401(k) Plan reported $7M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #10,007 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Port Health Services 401(k) Plan covers 229 participants in North Carolina, about 28% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.
- #10,007
- in Healthcare & Social Assistance (17,684 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $835K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Port Health Services 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Port Health Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,083,442 Top 49% higher than 51% 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
Port Health Services 401(k) 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 Health Services 401(k) Plan sits mid-pack in the medium band (229 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Port Health Services 401(k) Plan reported net income fell from $620K in the plan year 2022 filing to -$835K in the plan year 2023 filing.
- Port Health Services 401(k) Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 200287545 · Port Health Services PY 2023 · 401(k)
Port Health Services 401(k) Plan · $7M · 229 · 51st
- SCH $7M
- SCH 229
- SCH 51st
- SCH 401(k)
- SCH near Grayback Forestry, Inc. Retirement Savings Plan
- SCH ind #10007
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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Port Health Services 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$835K |
| Employer EIN | 200287545 |
| Plan Effective Date | 2004-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Port Health Services)
Sponsor-wide plan assets over time
All Port Health Services plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $8M |
| 2023 | 1 | 229 | $7M |
| 2024 | 1 | 147 | N/A |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Port Health Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Grayback Forestry, Inc. Retirement Savings Plan in OR ($7M); by covered participants it is P3 Health Partners 401(k) Plan in NV (229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.
- P3 Health Partners 401(k) Plan (NV) 229 · 0 off
- Yamamoto of Orient, Inc. Shared Savings Plan (CA) 229 · 0 off
- Superior Credit Union, Inc. 401(k) Plan and Trust (OH) 229 · 0 off
- Skin Cancer and Cosmetic Dermatology 401(k) Plan a (GA) 229 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.