401(k) · DOL Form 5500 · 2024

The Portfolio Strategy Group, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
9
Participants Small participant base
45th
Percentile by assets National rank
$661,323
Avg per participant High balance/head
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Official DOL plan name: The Portfolio Strategy Group, LLC Profit Sharing Plan · Sponsored by The Portfolio Strategy Group, LLC · New York · Finance & Insurance

$6M in assets, 9 participants

The Portfolio Strategy Group, LLC's The Portfolio Strategy Group, LLC Profit Sharing Plan reported $6M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,631 in Finance & Insurance (8,549 peers)

The Portfolio Strategy Group, LLC multi-year trail

The Portfolio Strategy Group, LLC's plans moved +30.7% in assets from 2022 to 2024; this filing shows The Portfolio Strategy Group, LLC Profit Sharing Plan at $6M / 9 participants.

#2,631
in Finance & Insurance (8,549 peers)
+18.0%
assets growth YoY

The Portfolio Strategy Group, LLC Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

The Portfolio Strategy Group, LLC Profit Sharing Plan vs every filed plan by assets

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

$5,951,910 45th percentile higher than 45% 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

The Portfolio Strategy Group, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Portfolio Strategy Group, LLC Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Portfolio Strategy Group, LLC Profit Sharing Plan reported net income rose from $489K in the plan year 2023 filing to $910K in the plan year 2024 filing.
  • The Portfolio Strategy Group, LLC Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Portfolio Strategy Group, LLC Profit Sharing Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 461533654 · The Portfolio Strategy Group, LLC PY 2024 · 401(k)

The Portfolio Strategy Group, LLC Profit Sharing Plan · $6M · 9 · 45th

  • EOY $6M
  • 5500 9
  • ASSETS 45th
  • PCT 401(k)
  • EIN near Cpc, LLC 401(k) Profit Sharing Plan & Trust
  • RANK ind #2631

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 Finance & Insurance retirement plans → · Plans in New York →

The Portfolio Strategy Group, LLC Profit Sharing Plan in the asset neighbourhood

The Portfolio Strategy Group, LLC Profit Sharing PlanThe Portfolio Strategy Group…$6MCpc, LLC 401(k) Profit Sharing Plan & TrustCpc, LLC 401(k) Profit Shari…$6MLarot Learning Centers Retirement PlanLarot Learning Centers Retir…$6MScenic Bluffs Community Health Centers 401(k) PlanScenic Bluffs Community Heal…$6MGlobal Water Resources, Inc. 401(k) PlanGlobal Water Resources, Inc.…$6M
End-of-year total assets ($M) among The Portfolio Strategy Group, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Portfolio Strategy Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Portfolio Strategy Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.730586807344746% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.55M $5.95M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 11 $5M
2023 1 10 $5M
2024 1 9 $6M

The Portfolio Strategy Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$910K
Employer EIN461533654
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

The Portfolio Strategy Group, LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Portfolio Strategy Group, LLC Profit Sharing Plan, Total assets ($B): 0.00595191 · Participants: 9The Portfolio Strategy Group, LLC Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Portfolio Strategy Group, LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Portfolio Strategy Group, LLC Profit Sharing Plan side-by-side with 3 peers →

The Portfolio Strategy Group, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cpc, LLC 401(k) Profit Sharing Plan & Trust in CT ($6M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 The Portfolio Strategy Group, LLC Profit Sharing Plan assets move in 2024? ▼
The Portfolio Strategy Group, LLC Profit Sharing Plan grew sharply - up 18.0% during 2024, from $5M to $6M. Reported net income was $910K.
How have The Portfolio Strategy Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Portfolio Strategy Group, LLC's sponsor-wide assets grew 30.7%, from $5M to $6M.
Which 401(k) plans are similar in size to The Portfolio Strategy Group, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cpc, LLC 401(k) Profit Sharing Plan & Trust in CT ($6M, 337 participants).
Which 401(k) plans cover a similar participant headcount to The Portfolio Strategy Group, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 461533654.

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.