401(k) · DOL Form 5500 · 2024
Portage Country Club 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $46,366
- Avg per participant Low balance/head
Official DOL plan name: Portage Country Club 401(k) Plan · Sponsored by Portage Country Club · Ohio · Arts, Entertainment & Recreation
$2M in assets, 41 participants
Portage Country Club's Portage Country Club 401(k) Plan reported $2M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #1,552 in Arts, Entertainment & Recreation (2,921 peers)
Arts, Entertainment & Recreation sector rank
Within Arts, Entertainment & Recreation, Portage Country Club 401(k) Plan ranks #1,552 of 2,921 2024 filers by assets (1461% of the sector average)-$2M for 41 participants.
- #1,552
- in Arts, Entertainment & Recreation (2,921 peers)
- +20.8%
- assets growth YoY
Portage Country Club 401(k) Plan among the smaller filed plans by assets
Portage Country Club 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,901,023 29th percentile higher than 29% 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
Portage Country Club 401(k) 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. Portage Country Club 401(k) Plan is a small filing (41 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Portage Country Club 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Portage Country Club 401(k) Plan reported net income rose from $287K in the plan year 2023 filing to $327K in the plan year 2024 filing.
- Portage Country Club 401(k) Plan reported participants rose from 36 in the plan year 2023 filing to 41 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 340468390 · Portage Country Club PY 2024 · 401(k)
Portage Country Club 401(k) Plan · $2M · 41 · 29th
- VS-ST $2M
- BOY 41
- SCH 29th
- EBSA 401(k)
- PART near Morris-Baker Funeral Home, Inc. 401(k) Plan
- TYPE ind #1552
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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →
Portage Country Club 401(k) Plan in the asset neighbourhood
Arts, Entertainment & Recreation filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $327K |
| Employer EIN | 340468390 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Portage Country Club)
Sponsor-wide plan assets over time
All Portage Country Club plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 47.64447392293067% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $1M |
| 2023 | 1 | 36 | $2M |
| 2024 | 1 | 41 | $2M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Portage Country Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Morris-Baker Funeral Home, Inc. 401(k) Plan in TN ($2M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.
- Behavior Basics Inc 401(k) Profit Sharing Plan & Trust (FL) 41 · 0 off
- National Blasting & Coating 401(k) Profit Sharing Plan & Trust (LA) 41 · 0 off
- Efs Advisors 401(k) Plan (MN) 41 · 0 off
- Hc of Virginia 401(k) Plan (VA) 41 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.