401(k) · DOL Form 5500 · 2024

Porter Burgess Company 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
62
Participants Small participant base
53rd
Percentile by assets National rank
$140,649
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Porter Burgess Company Thrift and Savings Plan · Sponsored by Porter Burgess Company · Texas · Manufacturing

$9M in assets, 62 participants

Porter Burgess Company's Porter Burgess Company Thrift and Savings Plan reported $9M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #6,723 in Manufacturing (17,777 peers)

2024 asset change

Porter Burgess Company Thrift and Savings Plan grew sharply 15.6% in 2024 ($8M → $9M) for 62 participants.

#6,723
in Manufacturing (17,777 peers)
+15.6%
assets growth YoY

Porter Burgess Company Thrift and Savings Plan's mid-pack asset rank among Manufacturing and all filers

Porter Burgess Company Thrift and Savings Plan vs every filed plan by assets

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

$8,720,212 Top 47% higher than 53% 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

Porter Burgess Company Thrift and Savings 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. Porter Burgess Company Thrift and Savings Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Porter Burgess Company Thrift and Savings Plan reported net income rose from -$1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Porter Burgess Company Thrift and Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 750995208 · Porter Burgess Company PY 2024 · 401(k)

Porter Burgess Company Thrift and Savings Plan · $9M · 62 · 53rd

  • PHOTO $9M
  • IND 62
  • EOY 53rd
  • 5500 401(k)
  • ASSETS near D & M Tool Corporation 401(k) Profit Sharing Plan
  • PCT ind #6723

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 Manufacturing retirement plans → · Plans in Texas →

Porter Burgess Company Thrift and Savings Plan in the asset neighbourhood

Porter Burgess Company Thrift and Savings PlanPorter Burgess Company Thrif…$9MD & M Tool Corporation 401(k) Profit Sharing PlanD & M Tool Corporation 401(k…$9MHeritage & Est 401(k) Plan$9MThe 401(k) Profit Sharing Plan for Employees of Margaret E. Moul HomeThe 401(k) Profit Sharing Pl…$9MNorthwest Michigan Surgery Center 401(k) Plan and TrustNorthwest Michigan Surgery C…$9M
End-of-year total assets ($M) among Porter Burgess Company Thrift and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Porter Burgess Company years around the 2024 move

Sponsor-wide plan assets over time

All Porter Burgess Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 0.5879986900807995% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $8.67M $8.72M ▲ +0.6%
Year Plans Participants Total Assets
2022 1 60 $9M
2023 1 62 $8M
2024 1 62 $9M

2024 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN750995208
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Porter Burgess Company Thrift and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Porter Burgess Company Thrift and Savings Plan, Total assets ($B): 0.008720212 · Participants: 62Porter Burgess Company Thrift and Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Porter Burgess Company Thrift and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Porter Burgess Company Thrift and Savings Plan side-by-side with 3 peers →

Porter Burgess Company Thrift and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is D & M Tool Corporation 401(k) Profit Sharing Plan in IN ($9M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Porter Burgess Company Thrift and Savings Plan assets move in 2024? ▼
Porter Burgess Company Thrift and Savings Plan grew sharply - up 15.6% during 2024, from $8M to $9M. Reported net income was $1M.
How have Porter Burgess Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porter Burgess Company's sponsor-wide assets grew 0.6%, from $9M to $9M.
Which 401(k) plans are similar in size to Porter Burgess Company Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is D & M Tool Corporation 401(k) Profit Sharing Plan in IN ($9M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Porter Burgess Company Thrift and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants, $2M 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 750995208.

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.