401(k) · DOL Form 5500 · 2024
Porters Tool Shack, Inc. 401(k) Plan
Data updated 2026-08-25
- $625K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $312,279
- Avg per participant High balance/head
Official DOL plan name: Porters Tool Shack Retirement Plan · Sponsored by Porters Tool Shack, Inc. · Nebraska · Retail Trade
$625K in assets, 2 participants
Porters Tool Shack, Inc.'s Porters Tool Shack Retirement Plan reported $625K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #2,475 in Retail Trade (8,048 peers)
What the 2024 filing shows
Porters Tool Shack Retirement Plan holds $625K for 2 participants - about $312,279 per participant, among the smaller plans by assets on file.
- #2,475
- in Retail Trade (8,048 peers)
- -0.5%
- assets change YoY
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Porters Tool Shack Retirement Plan among the smaller filed plans by assets
Porters Tool Shack Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$624,557 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Porters Tool Shack Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Porters Tool Shack Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Porters Tool Shack Retirement Plan reported net income fell from $6K in the plan year 2023 filing to -$3K in the plan year 2024 filing.
- Porters Tool Shack Retirement Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 824766688 · Porters Tool Shack, Inc. PY 2024 · 401(k)
Porters Tool Shack Retirement Plan · $625K · 2 · 19th
- NET $625K
- BOOK 2
- VS-ST 19th
- BOY 401(k)
- SCH near Evangelia Wold Incorporated Retirement Plan
- EBSA ind #2475
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 Retail Trade retirement plans → · Plans in Nebraska →
Porters Tool Shack Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $628K |
|---|---|
| Net Assets (End of Year) | $625K |
| Net Income | -$3K |
| Employer EIN | 824766688 |
| Plan Effective Date | 2018-03-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Porters Tool Shack, Inc.)
Sponsor-wide plan assets over time
All Porters Tool Shack, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $625K 0.38446392837912774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $622K |
| 2023 | 1 | 3 | $628K |
| 2024 | 1 | 2 | $625K |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
- Union Pacific Corporation Thrift Plan $2.3B · 5,350
- First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950
Porters Tool Shack Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Evangelia Wold Incorporated Retirement Plan in MN ($625K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($625K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.