Other · DOL Form 5500 · 2024

PORTER-LEATH Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 337
Participants Below avg headcount: 46th
Percentile by assets National rank: $18,048
Avg per participant Low balance/head

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Official DOL plan name: Porter-Leath 401(k) Plan · Sponsored by PORTER-LEATH · Tennessee · Healthcare & Social Assistance

$6M in assets, 337 participants

PORTER-LEATH's Porter-Leath 401(k) Plan reported $6M in total assets and 337 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#8,371 in Healthcare & Social Assistance (16,916 peers)

Coverage in Tennessee

Porter-Leath 401(k) Plan covers 337 participants in Tennessee, about 30% of the average Tennessee filer (state average ~1,126 per filing). Assets: $6M.

#8,371
in Healthcare & Social Assistance (16,916 peers): +14.7%
assets growth YoY

Porter-Leath 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Porter-Leath 401(k) Plan vs every filed plan by assets

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

$6,082,285 46th percentile higher than 46% 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

Porter-Leath 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. Porter-Leath 401(k) Plan sits mid-pack in the medium band (337 participants).

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%)

Porter-Leath 401(k) Plan reported net income rose from $474K in the plan year 2023 filing to $778K in the plan year 2024 filing.
Porter-Leath 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Porter-Leath 401(k) Plan reported participants fell from 368 in the plan year 2023 filing to 337 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 581409385 · PORTER-LEATH PY 2024 · Other

Porter-Leath 401(k) Plan · $6M · 337 · 46th

RANK $6M
RANK 337
RANK 46th
RANK Other
RANK near 403(b) Retirement Plan for Harlem Rbi
RANK ind #8371

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

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

Tennessee filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$778K
Employer EIN	581409385
Plan Effective Date	1999-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (PORTER-LEATH)

Latest sponsor-wide plan assets: $6M 25.926443521054736% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	391	$5M
2023	1	368	$5M
2024	1	337	$6M

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Porter-Leath 401(k) Plan vs. nearby Other plans in Tennessee, assets vs. participants

Vanderbilt University Medical Center Retirement Plan $4.7B · 31,810
Vanderbilt University Retirement Plan $2.5B · 7,926
St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.3B · 6,588
Ballad Health 403(b) Plan $731M · 12,134
Dialysis Clinic, Inc. Thrift Plan $446M · 5,578

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

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

Outside Tennessee, the nearest Other by assets is 403(b) Retirement Plan for Harlem Rbi in NY ($6M); by covered participants it is Dream Charter School 403(b) Plan in NY (337 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

403(b) Retirement Plan for Harlem Rbi (NY) $6M · 217
Metropolitan Development Council 403(b) Plan (WA) $6M · 152
Mainline Health 403b Plan (AR) $6M · 316
Training Education and Manpower, Inc. Retirement Plan (CT) $6M · 157

Similar participant headcount

Nearest other-state filings by covered participants (337 participants); asset peers above are excluded.

Dream Charter School 403(b) Plan (NY) 337 · 0 off
Marietta College Retirement Plan for Eligible Employees (OH) 336 · 1 off
Robert W. Woodruff Arts Center, Inc. Defined Contribution Retirement Plan (GA) 338 · 1 off
Juniata College Retirement Plan (PA) 338 · 1 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 Porter-Leath 401(k) Plan assets move in 2024? ▼

Porter-Leath 401(k) Plan grew at a solid clip - up 14.7% during 2024, from $5M to $6M. Reported net income was $778K.

How have PORTER-LEATH plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), PORTER-LEATH's sponsor-wide assets grew 25.9%, from $5M to $6M.

Which Other plans are similar in size to Porter-Leath 401(k) Plan? ▼

Among Other plans in other states, the closest by assets is 403(b) Retirement Plan for Harlem Rbi in NY ($6M, 217 participants).

Which Other plans cover a similar participant headcount to Porter-Leath 401(k) Plan? ▼

Among Other plans in other states, the closest by covered participants is Dream Charter School 403(b) Plan in NY (337 participants, $4M 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 581409385.