401(k) · DOL Form 5500 · 2024

Poretta & Orr, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
59
Participants Small participant base
35th
Percentile by assets National rank
$54,708
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Poretta & Orr, Inc. 401(k) Plan · Sponsored by Poretta & Orr, Inc. · Pennsylvania · Professional & Technical Services

$3M in assets, 59 participants

Poretta & Orr, Inc.'s Poretta & Orr, Inc. 401(k) Plan reported $3M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,399 in Professional & Technical Services (20,173 peers)

2024 asset change

Poretta & Orr, Inc. 401(k) Plan surged 39.5% in 2024 ($2M → $3M) for 59 participants.

#6,399
in Professional & Technical Services (20,173 peers)
+39.5%
assets growth YoY

Poretta & Orr, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Poretta & Orr, Inc. 401(k) Plan vs every filed plan by assets

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

$3,227,785 35th percentile higher than 35% 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

Poretta & Orr, Inc. 401(k) 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. Poretta & Orr, Inc. 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Poretta & Orr, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2023 filing to $919K in the plan year 2024 filing.
  • Poretta & Orr, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Poretta & Orr, Inc. 401(k) Plan reported participants rose from 46 in the plan year 2023 filing to 59 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232585778 · Poretta & Orr, Inc. PY 2024 · 401(k)

Poretta & Orr, Inc. 401(k) Plan · $3M · 59 · 35th

  • EOY $3M
  • EOY 59
  • EOY 35th
  • EOY 401(k)
  • EOY near Three Bridge Wealth Advisors, LLC 401(k) Profit Sharing Plan
  • EOY ind #6399

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 Pennsylvania →

Poretta & Orr, Inc. 401(k) Plan in the asset neighbourhood

Poretta & Orr, Inc. 401(k) PlanPoretta & Orr, Inc. 401(k) P…$3MThree Bridge Wealth Advisors, LLC 401(k) Profit Sharing PlanThree Bridge Wealth Advisors…$3MHr Focal Point, LLC 401(k) PlanHr Focal Point, LLC 401(k) P…$3MAvadim Health 401(k) Retirement PlanAvadim Health 401(k) Retirem…$3MThe Jacmar Companies 401(k) Savings PlanThe Jacmar Companies 401(k) …$3M
End-of-year total assets ($M) among Poretta & Orr, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Poretta & Orr, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Poretta & Orr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.235942988702174% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $3.37M $3.23M ▼ -4.2%
Year Plans Participants Total Assets
2022 1 26 $3M
2023 1 46 $2M
2024 1 59 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$919K
Employer EIN232585778
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Poretta & Orr, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Poretta & Orr, Inc. 401(k) Plan, Total assets ($B): 0.003227785 · Participants: 59Poretta & Orr, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Poretta & Orr, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Poretta & Orr, Inc. 401(k) Plan side-by-side with 3 peers →

Poretta & Orr, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Three Bridge Wealth Advisors, LLC 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Poretta & Orr, Inc. 401(k) Plan assets move in 2024? ▼
Poretta & Orr, Inc. 401(k) Plan surged - up 39.5% during 2024, from $2M to $3M. Reported net income was $919K.
How have Poretta & Orr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poretta & Orr, Inc.'s sponsor-wide assets declined 4.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Poretta & Orr, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Three Bridge Wealth Advisors, LLC 401(k) Profit Sharing Plan in CA ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Poretta & Orr, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 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 232585778.

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.