401(k) · DOL Form 5500 · 2024
Porter, Rogers, Dahlman, and Gordon, PC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $397,276
- Avg per participant High balance/head
Official DOL plan name: Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan · Sponsored by Porter, Rogers, Dahlman, and Gordon, PC · Texas · Professional & Technical Services
$12M in assets, 29 participants
Porter, Rogers, Dahlman, and Gordon, PC's Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan reported $12M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #11,553 in Professional & Technical Services (20,173 peers)
Porter, Rogers, Dahlman, and Gordon, PC multi-year trail
Porter, Rogers, Dahlman, and Gordon, PC's plans moved +11.9% in assets from 2022 to 2024; this filing shows Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan at $12M / 29 participants.
- #11,553
- in Professional & Technical Services (20,173 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $204K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,521,015 Top 41% higher than 59% 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, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing 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. Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$204K in the plan year 2024 filing.
- Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan reported participants fell from 30 in the plan year 2023 filing to 29 in the plan year 2024 filing.
- Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan end-of-year assets fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 742557425 · Porter, Rogers, Dahlman, and Gordon, PC PY 2024 · 401(k)
Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan · $12M · 29 · 59th
- NET $12M
- NET 29
- NET 59th
- NET 401(k)
- NET near Champion Rehab Resources, LLC 401(k) Plan
- NET ind #11553
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 Texas →
Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan in the asset neighbourhood
Porter, Rogers, Dahlman, and Gordon, PC multi-year asset trail
Sponsor-wide plan assets over time
All Porter, Rogers, Dahlman, and Gordon, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 11.923070160159266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $10M |
| 2023 | 1 | 30 | $12M |
| 2024 | 1 | 29 | $12M |
Porter, Rogers, Dahlman, and Gordon, PC filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$204K |
| Employer EIN | 742557425 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Porter, Rogers, Dahlman, and Gordon, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Champion Rehab Resources, LLC 401(k) Plan in AL ($12M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Champion Rehab Resources, LLC 401(k) Plan (AL) $12M · 222
- Circle Line 401(k) Retirement Plan (NY) $12M · 37
- Ag Business Solutions, LLC 401(k) Plan (MI) $12M · 498
- Intervest Capital Partners (NY) $12M · 23
Similar participant headcount
Nearest other-state filings by covered participants (29 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.