401(k) · DOL Form 5500 · 2024

Portfolio Services Limited, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
372
Participants Below avg headcount
74th
Percentile by assets National rank
$67,778
Avg per participant Below avg balance/head
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Official DOL plan name: Portfolio 401(k) Plan · Sponsored by Portfolio Services Limited, Inc. · California · Professional & Technical Services

$25M in assets, 372 participants

Portfolio Services Limited, Inc.'s Portfolio 401(k) Plan reported $25M in total assets and 372 participants in its 2024 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.

  • #14,994 in Professional & Technical Services (20,173 peers)

Portfolio Services Limited, Inc. multi-year trail

Portfolio Services Limited, Inc.'s plans moved +36.9% in assets from 2022 to 2024; this filing shows Portfolio 401(k) Plan at $25M / 372 participants.

#14,994
in Professional & Technical Services (20,173 peers)
+11.0%
assets growth YoY

Portfolio 401(k) Plan's outsized position by total assets

Portfolio 401(k) Plan vs every filed plan by assets

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

$25,213,420 Top 26% higher than 74% 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

Portfolio 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portfolio 401(k) Plan sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Portfolio 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Portfolio 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Portfolio 401(k) Plan reported participants fell from 397 in the plan year 2023 filing to 372 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 800065794 · Portfolio Services Limited, Inc. PY 2024 · 401(k)

Portfolio 401(k) Plan · $25M · 372 · 74th

  • RANK $25M
  • RANK 372
  • RANK 74th
  • RANK 401(k)
  • RANK near Earned Visibility, Inc. 401(k) Retirement Plan
  • RANK ind #14994

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 Professional & Technical Services retirement plans → · Plans in California →

Portfolio 401(k) Plan in the asset neighbourhood

Burd & Fletcher Company 401(k) Profit Sharing PlanBurd & Fletcher Company 401(…$25MPortfolio 401(k) Plan$25MEarned Visibility, Inc. 401(k) Retirement PlanEarned Visibility, Inc. 401(…$25MCoastal Orthopedics & Sports Medicine of Southwest Florida 401(k) Profit Sharing PlanCoastal Orthopedics & Sports…$25MWilliamsmarston LLC Retirement PlanWilliamsmarston LLC Retireme…$25M
End-of-year total assets ($M) among Portfolio 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Portfolio Services Limited, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Portfolio Services Limited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 36.92481322154775% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.4M $25.2M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 139 $18M
2023 1 397 $23M
2024 1 372 $25M

Portfolio Services Limited, Inc. filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN800065794
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Portfolio 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Portfolio 401(k) Plan, Total assets ($B): 0.02521342 · Participants: 372Portfolio 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Portfolio 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Portfolio 401(k) Plan side-by-side with 3 peers →

Portfolio 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Earned Visibility, Inc. 401(k) Retirement Plan in NY ($25M); by covered participants it is Affiliated Healthcare Systems Retirement Partnership 401(k) Plan in ME (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Portfolio 401(k) Plan assets move in 2024? ▼
Portfolio 401(k) Plan grew at a solid clip - up 11.0% during 2024, from $23M to $25M. Reported net income was $2M.
How have Portfolio Services Limited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portfolio Services Limited, Inc.'s sponsor-wide assets grew 36.9%, from $18M to $25M.
Which 401(k) plans are similar in size to Portfolio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Earned Visibility, Inc. 401(k) Retirement Plan in NY ($25M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Portfolio 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Affiliated Healthcare Systems Retirement Partnership 401(k) Plan in ME (372 participants, $32M 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 800065794.

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.