401(k) · DOL Form 5500 · 2024
Porter Wright Morris & Arthur LLP 401(k) Plan
Data updated 2026-08-25
- $173M
- Total assets Near avg plan size
- 128
- Participants Small participant base
- 94th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan · Sponsored by Porter Wright Morris & Arthur LLP · Ohio · Professional & Technical Services
$173M in assets, 128 participants
Porter Wright Morris & Arthur LLP's Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan reported $173M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,112 in Professional & Technical Services (20,173 peers)
Coverage in Ohio
Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan covers 128 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $173M.
- #19,112
- in Professional & Technical Services (20,173 peers)
- +10.3%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan's outsized position by total assets
Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$173,421,791 Top 6% higher than 94% 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 Wright Morris & Arthur LLP Partner 401(k) Retirement 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 Wright Morris & Arthur LLP Partner 401(k) Retirement Plan sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan reported net income fell from $20M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan end-of-year assets rose from $157M in the plan year 2023 filing to $173M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 314373657 · Porter Wright Morris & Arthur LLP PY 2024 · 401(k)
Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan · $173M · 128 · 94th
- NET $173M
- NET 128
- NET 94th
- NET 401(k)
- NET near Hoya Shared Savings Plan
- NET ind #19112
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 Professional & Technical Services retirement plans → · Plans in Ohio →
Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | $14M |
| Employer EIN | 314373657 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Porter Wright Morris & Arthur LLP)
Sponsor-wide plan assets over time
All Porter Wright Morris & Arthur LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $222M 23.07024346830957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 411 | $181M |
| 2023 | 2 | 415 | $206M |
| 2024 | 2 | 415 | $222M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Porter Wright Morris & Arthur LLP Partner 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Hoya Shared Savings Plan in CA ($173M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173M here).
- Hoya Shared Savings Plan (CA) $173M · 1,796
- Grosvenor Capital Management, L.P. 401(k) Retirement Plan (IL) $173M · 509
- Agc Automotive Americas Co. 401(k) Retirement Plan. (GA) $173M · 1,520
- Iridium Satellite 401(k) Plan (AZ) $174M · 842
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Kingland Systems, LLC 401(k) Plan (IA) 128 · 0 off
- Almaden 401(k) Plan (CA) 128 · 0 off
- Acolad Retirement Savings Plan (WI) 128 · 0 off
- Ceco/Itg 401(k) Savings Plan (MD) 128 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.