401(k) · DOL Form 5500 · 2024

Port Amherst, Ltd. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
364
Participants Below avg headcount
78th
Percentile by assets National rank
$86,219
Avg per participant Below avg balance/head
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Official DOL plan name: Port Amherst, Ltd. 401(k) & Profit Sharing Plan · Sponsored by Port Amherst, Ltd. · West Virginia · Transportation & Warehousing

$31M in assets, 364 participants

Port Amherst, Ltd.'s Port Amherst, Ltd. 401(k) & Profit Sharing Plan reported $31M in total assets and 364 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,544 in Transportation & Warehousing (3,299 peers)

Where Port Amherst, Ltd. 401(k) & Profit Sharing Plan sits by assets

Port Amherst, Ltd. 401(k) & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $31M for 364 participants (~$86,219/participant), up 5.5% in 2024.

#2,544
in Transportation & Warehousing (3,299 peers)
+5.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Port Amherst, Ltd. 401(k) & Profit Sharing Plan's outsized position by total assets

Port Amherst, Ltd. 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$31,383,720 Top 22% higher than 78% 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

Port Amherst, Ltd. 401(k) & Profit Sharing 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. Port Amherst, Ltd. 401(k) & Profit Sharing Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Port Amherst, Ltd. 401(k) & Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Port Amherst, Ltd. 401(k) & Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Port Amherst, Ltd. 401(k) & Profit Sharing Plan reported participants fell from 372 in the plan year 2023 filing to 364 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 550628911 · Port Amherst, Ltd. PY 2024 · 401(k)

Port Amherst, Ltd. 401(k) & Profit Sharing Plan · $31M · 364 · 78th

  • PCT $31M
  • EIN 364
  • RANK 78th
  • PHOTO 401(k)
  • IND near C.M. Capital Corporation 401(k) Plan
  • EOY ind #2544

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 Transportation & Warehousing retirement plans → · Plans in West Virginia →

Port Amherst, Ltd. 401(k) & Profit Sharing Plan in the asset neighbourhood

C.M. Capital Corporation 401(k) PlanC.M. Capital Corporation 401…$31MThird Coast Bank 401(k) and Employee Stock Ownership PlanThird Coast Bank 401(k) and …$31MPort Amherst, Ltd. 401(k) & Profit Sharing PlanPort Amherst, Ltd. 401(k) & …$31MBurch, Porter & Johnson Self Employed Retirement PlanBurch, Porter & Johnson Self…$31MWellborn Cabinet, Inc. 401(k) Profit Sharing PlanWellborn Cabinet, Inc. 401(k…$31M
End-of-year total assets ($M) among Port Amherst, Ltd. 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN550628911
Plan Effective Date1986-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Port Amherst, Ltd.)

Sponsor-wide plan assets over time

All Port Amherst, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 33.573840177129426% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $63.2M $84.4M ▲ +33.6%
Year Plans Participants Total Assets
2022 2 684 $63M
2023 2 697 $73M
2024 2 693 $84M

Nearby 401(k) Plans in West Virginia

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

Port Amherst, Ltd. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Port Amherst, Ltd. 401(k) & Profit Sharing Plan, Total assets ($B): 0.03138372 · Participants: 364Port Amherst, Ltd. 401(k) & Profit Sharing PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.177090773 · Participants: 1845Orrick, Herrington & Sutcliffe LLP Retirement PlanVandalia Health System 401(k) Retirement Savings P, Total assets ($B): 0.852839622 · Participants: 0Vandalia Health System 401(k) Retirement Savings PAmerican Public Education Retirement Plan, Total assets ($B): 0.303164024 · Participants: 5717American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255427542 · Participants: 4549West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.2487143 · Participants: 2561United Bankshares, Inc. Savings and Stock Investment Plan
Port Amherst, Ltd. 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Port Amherst, Ltd. 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Port Amherst, Ltd. 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is C.M. Capital Corporation 401(k) Plan in CA ($31M); by covered participants it is Pennsylvania Transformer Technology, Inc. 401(k) Retirement Plan in PA (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Port Amherst, Ltd. 401(k) & Profit Sharing Plan assets move in 2024? ▼
Port Amherst, Ltd. 401(k) & Profit Sharing Plan grew at a solid clip - up 5.5% during 2024, from $30M to $31M. Reported net income was $2M.
How have Port Amherst, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Port Amherst, Ltd.'s sponsor-wide assets grew 33.6%, from $63M to $84M.
Where does Port Amherst, Ltd. 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Port Amherst, Ltd. 401(k) & Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Port Amherst, Ltd. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is C.M. Capital Corporation 401(k) Plan in CA ($31M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Port Amherst, Ltd. 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pennsylvania Transformer Technology, Inc. 401(k) Retirement Plan in PA (364 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 550628911.

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.