401(k) · DOL Form 5500 · 2024

Portnoy Cpa 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
29th
Percentile by assets National rank
$181,567
Avg per participant Above avg balance/head
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Official DOL plan name: Portnoy Cpa 401(k) Profit Sharing Plan · Sponsored by Portnoy Cpa · Florida · Professional & Technical Services

$2M in assets, 11 participants

Portnoy Cpa's Portnoy Cpa 401(k) Profit Sharing Plan reported $2M in total assets and 11 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.

  • #5,074 in Professional & Technical Services (20,173 peers)

Portnoy Cpa multi-year trail

Portnoy Cpa's plans moved +21.0% in assets from 2022 to 2024; this filing shows Portnoy Cpa 401(k) Profit Sharing Plan at $2M / 11 participants.

#5,074
in Professional & Technical Services (20,173 peers)
-1.7%
assets change YoY

The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Portnoy Cpa 401(k) Profit Sharing Plan among the smaller filed plans by assets

Portnoy Cpa 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,997,240 29th percentile higher than 29% 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

Portnoy Cpa 401(k) Profit Sharing 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. Portnoy Cpa 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Portnoy Cpa 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 11 in the plan year 2024 filing.
  • Portnoy Cpa 401(k) Profit Sharing Plan reported net income rose from -$244K in the plan year 2022 filing to -$41K in the plan year 2024 filing.
  • Portnoy Cpa 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 593148247 · Portnoy Cpa PY 2024 · 401(k)

Portnoy Cpa 401(k) Profit Sharing Plan · $2M · 11 · 29th

  • EBSA $2M
  • PART 11
  • TYPE 29th
  • NET 401(k)
  • BOOK near Capex Oilfield Services, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #5074

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 Professional & Technical Services retirement plans → · Plans in Florida →

Portnoy Cpa 401(k) Profit Sharing Plan in the asset neighbourhood

Portnoy Cpa 401(k) Profit Sharing PlanPortnoy Cpa 401(k) Profit Sh…$2MCapex Oilfield Services, Inc. 401(k) Profit Sharing PlanCapex Oilfield Services, Inc…$2MPA Health Management 401(k) PlanPA Health Management 401(k) …$2MFcf Brands 401(k) Plan$2MUniversal Welding & Engineering, Inc. 401(k) PlanUniversal Welding & Engineer…$2M
End-of-year total assets ($M) among Portnoy Cpa 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Portnoy Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Portnoy Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 21.024604369208543% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 20222024 $1.65M $2M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 6 $2M
2024 1 11 $2M

Portnoy Cpa filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$41K
Employer EIN593148247
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Portnoy Cpa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Portnoy Cpa 401(k) Profit Sharing Plan, Total assets ($B): 0.00199724 · Participants: 11Portnoy Cpa 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Portnoy Cpa 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Portnoy Cpa 401(k) Profit Sharing Plan side-by-side with 3 peers →

Portnoy Cpa 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Capex Oilfield Services, Inc. 401(k) Profit Sharing Plan in ND ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Portnoy Cpa 401(k) Profit Sharing Plan assets move in 2024? ▼
Portnoy Cpa 401(k) Profit Sharing Plan edged down modestly - down 1.7% during 2024, from $2M to $2M. Reported net income was -$41K.
How have Portnoy Cpa plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Portnoy Cpa's sponsor-wide assets grew 21.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Portnoy Cpa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capex Oilfield Services, Inc. 401(k) Profit Sharing Plan in ND ($2M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Portnoy Cpa 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 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 593148247.

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.