401(k) · DOL Form 5500 · 2024

Ais Portfolio Services LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 40
Participants Small participant base: 43rd
Percentile by assets National rank: $135,863
Avg per participant Near avg balance/head

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Official DOL plan name: Ais 401(k) Plan · Sponsored by Ais Portfolio Services LLC · Texas · Professional & Technical Services

$5M in assets, 40 participants

Ais Portfolio Services LLC's Ais 401(k) Plan reported $5M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

#8,299 in Professional & Technical Services (20,173 peers)

Ais Portfolio Services LLC multi-year trail

Ais Portfolio Services LLC's plans moved +55.3% in assets from 2022 to 2024; this filing shows Ais 401(k) Plan at $5M / 40 participants.

#8,299
in Professional & Technical Services (20,173 peers): +30.1%
assets growth YoY

Ais 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ais 401(k) Plan vs every filed plan by assets

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

$5,434,512 43rd percentile higher than 43% 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

Ais 401(k) 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. Ais 401(k) Plan is a small filing (40 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Ais 401(k) Plan reported net income rose from $677K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Ais 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 455328748 · Ais Portfolio Services LLC PY 2024 · 401(k)

Ais 401(k) Plan · $5M · 40 · 43rd

BOOK $5M
VS-ST 40
BOY 43rd
SCH 401(k)
EBSA near King's Electric Services 401(k) Plan
PART ind #8299

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 Texas →

End-of-year total assets ($M) among Ais 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ais Portfolio Services LLC multi-year asset trail

Latest sponsor-wide plan assets: $5M 55.25070169048486% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	19	$4M
2023	1	40	$4M
2024	1	40	$5M

Ais Portfolio Services LLC filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	455328748
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Ais 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Ais 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is King's Electric Services 401(k) Plan in OH ($5M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

King's Electric Services 401(k) Plan (OH) $5M · 78
Dutchie 401(k) Plan (MA) $5M · 140
W Services Group, LLC 401(k) Plan (NY) $5M · 189
Kirkpatrick Management Company, Inc. 401(k) Profit Sharing Plan and Trust (IN) $5M · 263

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

Sri Technologies, Inc. Retirement Savings Plan (IL) 40 · 0 off
Cooperativa De Ahorro Y Credito Aibonitena 1165(e) Plan (PR) 40 · 0 off
Reliable Office Systems and Su 401(k) Profit Sharing Plan & Trust (NY) 40 · 0 off
Provident Research Inc 401(k) Profit Sharing Plan & Trust (MD) 40 · 0 off

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 Ais 401(k) Plan assets move in 2024? ▼

Ais 401(k) Plan surged - up 30.1% during 2024, from $4M to $5M. Reported net income was $1M.

How have Ais Portfolio Services LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ais Portfolio Services LLC's sponsor-wide assets grew 55.3%, from $4M to $5M.

Which 401(k) plans are similar in size to Ais 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is King's Electric Services 401(k) Plan in OH ($5M, 78 participants).

Which 401(k) plans cover a similar participant headcount to Ais 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants, $982K 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 455328748.