401(k) · DOL Form 5500 · 2024

Porticus N.a., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
36th
Percentile by assets National rank
$271,982
Avg per participant High balance/head
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Official DOL plan name: Porticus N.a., Inc. 401(k) Plan · Sponsored by Porticus N.a., Inc. · New York · Administrative & Support Services

$4M in assets, 13 participants

Porticus N.a., Inc.'s Porticus N.a., Inc. 401(k) Plan reported $4M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,607 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Porticus N.a., Inc. 401(k) Plan ranks #2,607 of 4,368 2024 filers by assets (816% of the sector average)-$4M for 13 participants.

#2,607
in Administrative & Support Services (4,368 peers)
+30.5%
assets growth YoY

Porticus N.a., Inc. 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Porticus N.a., Inc. 401(k) Plan vs every filed plan by assets

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

$3,535,762 36th percentile higher than 36% 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

Porticus N.a., Inc. 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. Porticus N.a., Inc. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Porticus N.a., Inc. 401(k) Plan reported net income rose from $561K in the plan year 2023 filing to $826K in the plan year 2024 filing.
  • Porticus N.a., Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Porticus N.a., Inc. 401(k) Plan reported participants fell from 15 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261999481 · Porticus N.a., Inc. PY 2024 · 401(k)

Porticus N.a., Inc. 401(k) Plan · $4M · 13 · 36th

  • EBSA $4M
  • PART 13
  • TYPE 36th
  • NET 401(k)
  • BOOK near Woodbridge Pediatrics, Ltd. 401(k) Plan
  • VS-ST ind #2607

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 Administrative & Support Services retirement plans → · Plans in New York →

Porticus N.a., Inc. 401(k) Plan in the asset neighbourhood

Porticus N.a., Inc. 401(k) PlanPorticus N.a., Inc. 401(k) P…$4MWoodbridge Pediatrics, Ltd. 401(k) PlanWoodbridge Pediatrics, Ltd. …$4MGoogain, Inc 401(k) P/S Plan$4MH1 Companies 401(k) Profit Sharing PlanH1 Companies 401(k) Profit S…$4MAthena Services International Retirement PlanAthena Services Internationa…$4M
End-of-year total assets ($M) among Porticus N.a., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$826K
Employer EIN261999481
Plan Effective Date2014-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Porticus N.a., Inc.)

Sponsor-wide plan assets over time

All Porticus N.a., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 64.49145875503778% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.15M $3.54M ▲ +64.7%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 15 $3M
2024 1 13 $4M

Nearby 401(k) Plans in New York

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

Porticus N.a., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Porticus N.a., Inc. 401(k) Plan, Total assets ($B): 0.003535762 · Participants: 13Porticus N.a., Inc. 401(k) 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
Porticus N.a., Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Porticus N.a., Inc. 401(k) Plan side-by-side with 3 peers →

Porticus N.a., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Woodbridge Pediatrics, Ltd. 401(k) Plan in VA ($4M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Porticus N.a., Inc. 401(k) Plan assets move in 2024? ▼
Porticus N.a., Inc. 401(k) Plan surged - up 30.5% during 2024, from $3M to $4M. Reported net income was $826K.
How have Porticus N.a., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Porticus N.a., Inc.'s sponsor-wide assets grew 64.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Porticus N.a., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodbridge Pediatrics, Ltd. 401(k) Plan in VA ($4M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Porticus N.a., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A 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 261999481.

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.