401(k) · DOL Form 5500 · 2024

Port Amherst, Ltd. 401(k) Plan

Data updated 2026-08-11

$31M
Total assets
364
Participants
78th
Percentile by assets
$86,219
Avg per participant
PlainRetire home → About this data

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.

  • 78th percentile by assets (of 123,622 plans)
  • #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.

$31M
total plan assets (2024 EOY)
364
covered participants
78th
percentile by assets (of 123,622 plans)
$86,219
avg assets per participant

Where Port Amherst, Ltd. 401(k) & Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
West Virginia
Industry
Transportation & Warehousing

Port Amherst, Ltd. 401(k) & Profit Sharing Plan vs the 2024 asset distribution

By assets, Port Amherst, Ltd. 401(k) & Profit Sharing Plan outranks 78% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

$60M$70M$80M$90M 202220232024 $63.2M $84.4M ▲ +33.6%
Total plan assets by year, all Port Amherst, Ltd. plans on file
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 ($B) Participants Port Amherst, Ltd. 4…, Total assets ($B): 0.03138372 · Participants: 364Port Amherst, Ltd. 4…Orrick, Herrington &…, Total assets ($B): 1.177090773 · Participants: 1845Orrick, Herrington &…Vandalia Health Syst…, Total assets ($B): 0.852839622 · Participants: 0Vandalia Health Syst…American Public Educ…, Total assets ($B): 0.303164024 · Participants: 5717American Public Educ…West Virginia Univer…, Total assets ($B): 0.255427542 · Participants: 4549West Virginia Univer…United Bankshares, I…, Total assets ($B): 0.2487143 · Participants: 2561United Bankshares, I…
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 Shari… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Port Amherst, Ltd. 401(k) & Profit Sharing Plan by total assets, not by location.

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).

Next read for Port Amherst, Ltd. 401(k) & Profit Shari…

Scale reading

Ways to act on Port Amherst, Ltd. 401(k) & Profit Sharing Plan's numbers.

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.