Profit Sharing · DOL Form 5500 · 2024

Portfolio Advisory Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust · Sponsored by Portfolio Advisory Group, Inc. · Virginia · Finance & Insurance

$2M in assets, 2 participants

Portfolio Advisory Group, Inc.'s Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,666 in Finance & Insurance (8,549 peers)

Portfolio Advisory Group, Inc. multi-year trail

Portfolio Advisory Group, Inc.'s plans moved +78.4% in assets from 2022 to 2024; this filing shows Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust at $2M / 2 participants.

#1,666
in Finance & Insurance (8,549 peers)
+39.6%
assets growth YoY

Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust among the smaller filed plans by assets

Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,217,211 30th percentile higher than 30% 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

Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust reported net income rose from $345K in the plan year 2023 filing to $629K in the plan year 2024 filing.
  • Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 541905152 · Portfolio Advisory Group, Inc. PY 2024 · Profit Sharing

Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust · $2M · 2 · 30th

  • 5500 $2M
  • ASSETS 2
  • PCT 30th
  • EIN Profit Sharing
  • RANK near Helder Technology Inc. Retirement Plan
  • PHOTO ind #1666

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 Finance & Insurance retirement plans → · Plans in Virginia →

Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Portfolio Advisory Group, Inc. Profit Sharing Plan and TrustPortfolio Advisory Group, In…$2MHelder Technology Inc. Retirement PlanHelder Technology Inc. Retir…$2MUniversal City Nissan Inc. Profit Sharing 401(k) PlanUniversal City Nissan Inc. P…$2MRichard Pierce Photography Inc Employees Profit Sharing PlanRichard Pierce Photography I…$2MEllen F. Driscoll Profit Sharing PlanEllen F. Driscoll Profit Sha…$2M
End-of-year total assets ($M) among Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Portfolio Advisory Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Portfolio Advisory Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 78.38382099273981% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.24M $2.22M ▲ +79.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $2M

Portfolio Advisory Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$629K
Employer EIN541905152
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.002217211 · Participants: 2Portfolio Advisory Group, Inc. Profit Sharing Plan and TrustSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement Plan
Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Helder Technology Inc. Retirement Plan in PA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust assets move in 2024? ▼
Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust surged - up 39.6% during 2024, from $2M to $2M. Reported net income was $629K.
How have Portfolio Advisory Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portfolio Advisory Group, Inc.'s sponsor-wide assets grew 78.4%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Helder Technology Inc. Retirement Plan in PA ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Portfolio Advisory Group, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 541905152.

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.