401(k) · DOL Form 5500 · 2024
The Portland Group 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 239
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $119,780
- Avg per participant Near avg balance/head
Official DOL plan name: The Portland Group Savings and Retirement Plan · Sponsored by The Portland Group · Massachusetts · Wholesale Trade
$29M in assets, 239 participants
The Portland Group's The Portland Group Savings and Retirement Plan reported $29M in total assets and 239 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #4,538 in Wholesale Trade (6,080 peers)
Coverage in Massachusetts
The Portland Group Savings and Retirement Plan covers 239 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.
- #4,538
- in Wholesale Trade (6,080 peers)
- -2.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $822K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Portland Group Savings and Retirement Plan's outsized position by total assets
The Portland Group Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,627,301 Top 23% higher than 77% 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
The Portland Group Savings and 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. The Portland Group Savings and Retirement Plan sits mid-pack in the medium band (239 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Portland Group Savings and Retirement Plan reported net income fell from $5M in the plan year 2023 filing to -$822K in the plan year 2024 filing.
- The Portland Group Savings and Retirement Plan reported participants fell from 274 in the plan year 2023 filing to 239 in the plan year 2024 filing.
- The Portland Group Savings and Retirement Plan end-of-year assets fell from $29M in the plan year 2023 filing to $29M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 041592601 · The Portland Group PY 2024 · 401(k)
The Portland Group Savings and Retirement Plan · $29M · 239 · 77th
- EBSA $29M
- EBSA 239
- EBSA 77th
- EBSA 401(k)
- EBSA near Heritage Holdings of Lancaster County, Inc. Retirement Plan
- EBSA ind #4538
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 Wholesale Trade retirement plans → · Plans in Massachusetts →
The Portland Group Savings and Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$822K |
| Employer EIN | 041592601 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Portland Group)
Sponsor-wide plan assets over time
All The Portland Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 18.12151100197446% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 249 | $24M |
| 2023 | 1 | 274 | $29M |
| 2024 | 1 | 239 | $29M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
The Portland Group Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Heritage Holdings of Lancaster County, Inc. Retirement Plan in PA ($29M); by covered participants it is Timber Automation, LLC 401(k) Plan in AR (239 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Heritage Holdings of Lancaster County, Inc. Retirement Plan (PA) $29M · 548
- Stahl (USA) 401(k) Plan (IL) $29M · 116
- The Dallas Group of America, Inc. Employees' Profit Sharing Plan and Trust (NJ) $29M · 140
- Inserv 401(k) Plan (OK) $29M · 2,028
Similar participant headcount
Nearest other-state filings by covered participants (239 participants); asset peers above are excluded.
- Timber Automation, LLC 401(k) Plan (AR) 239 · 0 off
- Northwest Tire, Inc. 401(k) Profit Sharing Plan (ND) 239 · 0 off
- Northrop Grumman Federal Credit Union 401(k) Plan (CA) 239 · 0 off
- Jolly Roofing 401(k) Plan (TN) 239 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.