401(k) · DOL Form 5500 · 2024

Outlier, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
396
Participants Below avg headcount
46th
Percentile by assets National rank
$15,813
Avg per participant Low balance/head
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Official DOL plan name: Portfolio Retirement Plan · Sponsored by Outlier, LLC · Arizona · Healthcare & Social Assistance

$6M in assets, 396 participants

Outlier, LLC's Portfolio Retirement Plan reported $6M in total assets and 396 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,489 in Healthcare & Social Assistance (16,916 peers)

Outlier, LLC multi-year trail

Outlier, LLC's plans moved +114.0% in assets from 2022 to 2024; this filing shows Portfolio Retirement Plan at $6M / 396 participants.

#8,489
in Healthcare & Social Assistance (16,916 peers)
+36.9%
assets growth YoY

Portfolio Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Portfolio Retirement Plan vs every filed plan by assets

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

$6,262,141 46th percentile higher than 46% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Portfolio Retirement Plan reported participants rose from 274 in the plan year 2023 filing to 396 in the plan year 2024 filing.
  • Portfolio Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 824000840 · Outlier, LLC PY 2024 · 401(k)

Portfolio Retirement Plan · $6M · 396 · 46th

  • BOY $6M
  • SCH 396
  • EBSA 46th
  • PART 401(k)
  • TYPE near Ppfa Retirement Plan
  • NET ind #8489

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Portfolio Retirement Plan in the asset neighbourhood

Portfolio Retirement Plan$6MPpfa Retirement Plan$6MGovos 401(k) Plan$6MClear Sight Partners 401(k) PlanClear Sight Partners 401(k) …$6MDispute Dynamics, Inc. 401(k) PlanDispute Dynamics, Inc. 401(k…$6M
End-of-year total assets ($M) among Portfolio Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Outlier, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Outlier, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 114.01244128631501% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.93M $6.26M ▲ +113.7%
Year Plans Participants Total Assets
2022 1 241 $3M
2023 1 274 $5M
2024 1 396 $6M

Outlier, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN824000840
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Portfolio Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Portfolio Retirement Plan, Total assets ($B): 0.006262141 · Participants: 396Portfolio Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Portfolio Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Portfolio Retirement Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Ppfa Retirement Plan in DC ($6M); by covered participants it is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Retirement Plan assets move in 2024? ▼
Portfolio Retirement Plan surged - up 36.9% during 2024, from $5M to $6M. Reported net income was $2M.
How have Outlier, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Outlier, LLC's sponsor-wide assets grew 114.0%, from $3M to $6M.
Which 401(k) plans are similar in size to Portfolio Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ppfa Retirement Plan in DC ($6M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Portfolio Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pathlight Community Services 401(k) Profit Sharing Plan and Trust in MI (396 participants, $4M 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 824000840.

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.