401(k) · DOL Form 5500 · 2023

The Porter and Chester Institute, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
372
Participants Below avg headcount
67th
Percentile by assets National rank
$39,030
Avg per participant Low balance/head
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Official DOL plan name: The Porter and Chester Institute, Inc. Retirement Fund · Sponsored by The Porter and Chester Institute, Inc. · Connecticut · Educational Services

$15M in assets, 372 participants

The Porter and Chester Institute, Inc.'s The Porter and Chester Institute, Inc. Retirement Fund reported $15M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,829 in Educational Services (3,735 peers)

The Porter and Chester Institute, Inc. multi-year trail

The Porter and Chester Institute, Inc.'s plans moved +22.8% in assets from 2022 to 2024; this filing shows The Porter and Chester Institute, Inc. Retirement Fund at $15M / 372 participants.

#1,829
in Educational Services (3,735 peers)
+9.9%
assets growth YoY

The Porter and Chester Institute, Inc. Retirement Fund's outsized position by total assets

The Porter and Chester Institute, Inc. Retirement Fund vs every filed plan by assets

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

$14,519,197 Top 33% higher than 67% 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

The Porter and Chester Institute, Inc. Retirement Fund 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. The Porter and Chester Institute, Inc. Retirement Fund sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Porter and Chester Institute, Inc. Retirement Fund reported net income rose from $995K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Porter and Chester Institute, Inc. Retirement Fund reported participants rose from 326 in the plan year 2022 filing to 372 in the plan year 2023 filing.
  • The Porter and Chester Institute, Inc. Retirement Fund end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060852205 · The Porter and Chester Institute, Inc. PY 2023 · 401(k)

The Porter and Chester Institute, Inc. Retirement Fund · $15M · 372 · 67th

  • PHOTO $15M
  • PHOTO 372
  • PHOTO 67th
  • PHOTO 401(k)
  • PHOTO near Taubensee Steel and Wire Company Retirement Plan
  • PHOTO ind #1829

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 Educational Services retirement plans → · Plans in Connecticut →

The Porter and Chester Institute, Inc. Retirement Fund in the asset neighbourhood

The Porter and Chester Institute, Inc. Retirement FundThe Porter and Chester Insti…$15MTaubensee Steel and Wire Company Retirement PlanTaubensee Steel and Wire Com…$15MMotomart 401(k) Plan$15MAll3media USA, Inc. 401(k) PlanAll3media USA, Inc. 401(k) P…$15MEcs Financial Services, Inc. Employees' Profit Sharing Plan & TrustEcs Financial Services, Inc.…$15M
End-of-year total assets ($M) among The Porter and Chester Institute, Inc. Retirement Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Porter and Chester Institute, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Porter and Chester Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.844876081576633% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.2M $16.2M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 326 $13M
2023 1 372 $15M
2024 1 332 $16M

The Porter and Chester Institute, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN060852205
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

The Porter and Chester Institute, Inc. Retirement Fund vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Porter and Chester Institute, Inc. Retirement Fund, Total assets ($B): 0.014519197 · Participants: 372The Porter and Chester Institute, Inc. Retirement FundRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
The Porter and Chester Institute, Inc. Retirement Fund vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Porter and Chester Institute, Inc. Retirement Fund side-by-side with 3 peers →

The Porter and Chester Institute, Inc. Retirement Fund's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Taubensee Steel and Wire Company Retirement Plan in IL ($15M); by covered participants it is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 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 The Porter and Chester Institute, Inc. Retirement Fund assets move in 2023? ▼
The Porter and Chester Institute, Inc. Retirement Fund grew at a solid clip - up 9.9% during 2023, from $13M to $15M. Reported net income was $1M.
How have The Porter and Chester Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Porter and Chester Institute, Inc.'s sponsor-wide assets grew 22.8%, from $13M to $16M.
Which 401(k) plans are similar in size to The Porter and Chester Institute, Inc. Retirement Fund? ▼
Among 401(k) plans in other states, the closest by assets is Taubensee Steel and Wire Company Retirement Plan in IL ($15M, 215 participants).
Which 401(k) plans cover a similar participant headcount to The Porter and Chester Institute, Inc. Retirement Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants, $11M 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 060852205.

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.