401(k) · DOL Form 5500 · 2024

Bortner Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
43
Participants Small participant base
46th
Percentile by assets National rank
$144,436
Avg per participant Above avg balance/head
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Official DOL plan name: Bortner Brothers, Inc. 401(k) Profit Sharing Plan · Sponsored by Bortner Brothers, Inc. · Pennsylvania · Construction

$6M in assets, 43 participants

Bortner Brothers, Inc.'s Bortner Brothers, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #4,030 in Construction (9,039 peers)

Bortner Brothers, Inc. multi-year trail

Bortner Brothers, Inc.'s plans moved +16.7% in assets from 2022 to 2024; this filing shows Bortner Brothers, Inc. 401(k) Profit Sharing Plan at $6M / 43 participants.

#4,030
in Construction (9,039 peers)
+17.3%
assets growth YoY

Bortner Brothers, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Bortner Brothers, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$6,210,739 46th percentile higher than 46% of 123,620 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 2024

Bortner Brothers, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bortner Brothers, Inc. 401(k) Profit Sharing Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bortner Brothers, Inc. 401(k) Profit Sharing Plan reported net income rose from -$28K in the plan year 2023 filing to $917K in the plan year 2024 filing.
  • Bortner Brothers, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Bortner Brothers, Inc. 401(k) Profit Sharing Plan reported participants fell from 47 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231658949 · Bortner Brothers, Inc. PY 2024 · 401(k)

Bortner Brothers, Inc. 401(k) Profit Sharing Plan · $6M · 43 · 46th

  • 5500 $6M
  • ASSETS 43
  • PCT 46th
  • EIN 401(k)
  • RANK near 403(b) Thrift Plan of the Arc San Francisco
  • PHOTO ind #4030

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 Construction retirement plans → · Plans in Pennsylvania →

Bortner Brothers, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bortner Brothers, Inc. 401(k) Profit Sharing PlanBortner Brothers, Inc. 401(k…$6M403(b) Thrift Plan of the Arc San Francisco403(b) Thrift Plan of the Ar…$6MAssociated Students San Jose State University 401(k) PlanAssociated Students San Jose…$6MGrand Savings Bank 401(k) PlanGrand Savings Bank 401(k) Pl…$6MCalifornia Bankers AssociationCalifornia Bankers Associati…$6M
End-of-year total assets ($M) among Bortner Brothers, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bortner Brothers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bortner Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.70390349716787% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.32M $6.21M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 45 $5M
2023 1 47 $5M
2024 1 43 $6M

Bortner Brothers, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$917K
Employer EIN231658949
Plan Effective Date1977-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Bortner Brothers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Bortner Brothers, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006210739 · Participants: 43Bortner Brothers, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Bortner Brothers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Bortner Brothers, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bortner Brothers, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is 403(b) Thrift Plan of the Arc San Francisco in CA ($6M); by covered participants it is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bortner Brothers, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Bortner Brothers, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.3% during 2024, from $5M to $6M. Reported net income was $917K.
How have Bortner Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bortner Brothers, Inc.'s sponsor-wide assets grew 16.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Bortner Brothers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of the Arc San Francisco in CA ($6M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Bortner Brothers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231658949.

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.