401(k) · DOL Form 5500 · 2023

Porter Warner Industries LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
56
Participants Small participant base
74th
Percentile by assets National rank
$394,702
Avg per participant High balance/head
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Official DOL plan name: Porter Warner Industries Profit Sharing and Retirement Savings Plan · Sponsored by Porter Warner Industries LLC · Tennessee · Wholesale Trade

$22M in assets, 56 participants

Porter Warner Industries LLC's Porter Warner Industries Profit Sharing and Retirement Savings Plan reported $22M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,536 in Wholesale Trade (6,309 peers)

Porter Warner Industries LLC multi-year trail

Porter Warner Industries LLC's plans moved +32.5% in assets from 2022 to 2024; this filing shows Porter Warner Industries Profit Sharing and Retirement Savings Plan at $22M / 56 participants.

#4,536
in Wholesale Trade (6,309 peers)
+15.9%
assets growth YoY

Porter Warner Industries Profit Sharing and Retirement Savings Plan's outsized position by total assets

Porter Warner Industries Profit Sharing and Retirement Savings Plan vs every filed plan by assets

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

$22,103,311 Top 26% higher than 74% 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

Porter Warner Industries Profit Sharing and Retirement Savings 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. Porter Warner Industries Profit Sharing and Retirement Savings Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Porter Warner Industries Profit Sharing and Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Porter Warner Industries Profit Sharing and Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200883762 · Porter Warner Industries LLC PY 2023 · 401(k)

Porter Warner Industries Profit Sharing and Retirement Savings Plan · $22M · 56 · 74th

  • EBSA $22M
  • PART 56
  • TYPE 74th
  • NET 401(k)
  • BOOK near Eagle Crusher/Stedman Machine 401(k) Retirement Plan
  • VS-ST ind #4536

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Porter Warner Industries Profit Sharing and Retirement Savings Plan in the asset neighbourhood

Porter Warner Industries Profit Sharing and Retirement Savings PlanPorter Warner Industries Pro…$22MEagle Crusher/Stedman Machine 401(k) Retirement PlanEagle Crusher/Stedman Machin…$22MMitchell Grocery Corporation Profit Sharing/401(k) PlanMitchell Grocery Corporation…$22MPrism Maritime, LLC Retirement TrustPrism Maritime, LLC Retireme…$22MGoellner, Inc. Retirement Savings PlanGoellner, Inc. Retirement Sa…$22M
End-of-year total assets ($M) among Porter Warner Industries Profit Sharing and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Porter Warner Industries LLC multi-year asset trail

Sponsor-wide plan assets over time

All Porter Warner Industries LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 32.54918707271878% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.1M $25.3M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 56 $19M
2023 1 56 $22M
2024 1 51 $25M

Porter Warner Industries LLC filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN200883762
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Porter Warner Industries Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Porter Warner Industries Profit Sharing and Retirement Savings Plan, Total assets ($B): 0.022103311 · Participants: 56Porter Warner Industries Profit Sharing and Retirement Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Porter Warner Industries Profit Sharing and Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Porter Warner Industries Profit Sharing and Retirement Savings Plan side-by-side with 3 peers →

Porter Warner Industries Profit Sharing and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Eagle Crusher/Stedman Machine 401(k) Retirement Plan in OH ($22M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Porter Warner Industries Profit Sharing and Retirement Savings Plan assets move in 2023? ▼
Porter Warner Industries Profit Sharing and Retirement Savings Plan grew sharply - up 15.9% during 2023, from $19M to $22M. Reported net income was $3M.
How have Porter Warner Industries LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porter Warner Industries LLC's sponsor-wide assets grew 32.5%, from $19M to $25M.
Which 401(k) plans are similar in size to Porter Warner Industries Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eagle Crusher/Stedman Machine 401(k) Retirement Plan in OH ($22M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Porter Warner Industries Profit Sharing and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialty Steak Service Retirement Plan in PA (56 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 200883762.

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.