401(k) · DOL Form 5500 · 2024
Portman Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $200,215
- Avg per participant Above avg balance/head
Official DOL plan name: Portman 401(k) Plan · Sponsored by Portman Holdings, LLC · Georgia · Real Estate
$23M in assets, 115 participants
Portman Holdings, LLC's Portman 401(k) Plan reported $23M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #3,980 in Real Estate (4,605 peers)
Coverage in Georgia
Portman 401(k) Plan covers 115 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $23M.
- #3,980
- in Real Estate (4,605 peers)
- +15.6%
- assets growth YoY
Portman 401(k) Plan's outsized position by total assets
Portman 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,024,780 Top 27% higher than 73% 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
Portman 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. Portman 401(k) Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Portman 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Portman 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Portman 401(k) Plan reported participants fell from 120 in the plan year 2023 filing to 115 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 450609938 · Portman Holdings, LLC PY 2024 · 401(k)
Portman 401(k) Plan · $23M · 115 · 73rd
- RANK $23M
- RANK 115
- RANK 73rd
- RANK 401(k)
- RANK near Ashland Union Employee Savings Plan
- RANK ind #3980
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 Real Estate retirement plans → · Plans in Georgia →
Portman 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 450609938 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Portman Holdings, LLC)
Sponsor-wide plan assets over time
All Portman Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 15.639362458157235% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 120 | $20M |
| 2024 | 1 | 115 | $23M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Portman 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Ashland Union Employee Savings Plan in DE ($23M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Ashland Union Employee Savings Plan (DE) $23M · 80
- Crescent Bank Retirement Savings Plan (LA) $23M · 301
- Sunmark Credit Union 401(k) Plan (NY) $23M · 262
- Inrcore, LLC Retirement Plan (PA) $23M · 429
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- Dhillon Healthcare Group 401(k) Profit Sharing (CA) 115 · 0 off
- Sa Photonics, Inc. 401(k) Plan (CA) 115 · 0 off
- Atlantic Engineering Laboratories, Inc. 401(k) Plan (NJ) 115 · 0 off
- Greater Houston Retailers Association 401(k) Plan (TX) 115 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.