401(k) · DOL Form 5500 · 2023

Porter and Porter Inc. 401(k) Plan

Data updated 2026-08-25

$2K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$1,951
Avg per participant Low balance/head
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Official DOL plan name: Porter and Porter Inc. 401(k) Plan · Sponsored by Porter and Porter Inc. · California · Food Services & Accommodation

$2K in assets, 1 participants

Porter and Porter Inc.'s Porter and Porter Inc. 401(k) Plan reported $2K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #55 in Food Services & Accommodation (3,828 peers)

Porter and Porter Inc. multi-year trail

Porter and Porter Inc.'s plans moved +286.7% in assets from 2023 to 2024; this filing shows Porter and Porter Inc. 401(k) Plan at $2K / 1 participant.

#55
in Food Services & Accommodation (3,828 peers)
-73.5%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Porter and Porter Inc. 401(k) Plan among the smaller filed plans by assets

Porter and Porter Inc. 401(k) Plan vs every filed plan by assets

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

$1,951 1st percentile higher than 1% 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

Porter and Porter Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Porter and Porter Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 471111094 · Porter and Porter Inc. PY 2023 · 401(k)

Porter and Porter Inc. 401(k) Plan · $2K · 1 · 1st

  • SCH $2K
  • SCH 1
  • SCH 1st
  • SCH 401(k)
  • SCH near Do It All Handyman & Tractor Corp 401(k) Plan
  • SCH ind #55

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 Food Services & Accommodation retirement plans → · Plans in California →

Porter and Porter Inc. 401(k) Plan in the asset neighbourhood

Porter and Porter Inc. 401(k) PlanPorter and Porter Inc. 401(k…$2KDo It All Handyman & Tractor Corp 401(k) PlanDo It All Handyman & Tractor…$2KTruedge Fitness Corp. 401(k) PlanTruedge Fitness Corp. 401(k)…$2KJl Holdings, Inc. 401(k) Plan$2KZemax Services 401(k)$2K
End-of-year total assets ($M) among Porter and Porter Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Porter and Porter Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Porter and Porter Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8K 286.6735007688365% vs 2023
2024 filing year
$0M$0.01M$0.01M$0.02M 20232024 $0M $0.01M ▲ +0.0%
Year Plans Participants Total Assets
2023 1 1 $2K
2024 1 2 $8K

Porter and Porter Inc. filing trail (2023)

Total Assets (Beginning of Year)$7K
Net Assets (End of Year)$2K
Net Income-$5K
Employer EIN471111094
Plan Effective Date2014-06-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Porter and Porter Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Porter and Porter Inc. 401(k) Plan, Total assets ($B): 0.000001951 · Participants: 1Porter and Porter Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Porter and Porter Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Porter and Porter Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Do It All Handyman & Tractor Corp 401(k) Plan in AL ($2K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Porter and Porter Inc. 401(k) Plan assets move in 2023? ▼
Porter and Porter Inc. 401(k) Plan contracted severely - down 73.5% during 2023, from $7K to $2K. Reported net income was -$5K.
How have Porter and Porter Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Porter and Porter Inc.'s sponsor-wide assets grew 286.7%, from $2K to $8K.
Where does Porter and Porter Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Porter and Porter Inc. 401(k) Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Porter and Porter Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Do It All Handyman & Tractor Corp 401(k) Plan in AL ($2K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Porter and Porter Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 471111094.

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.