401(k) · DOL Form 5500 · 2024
Port Resources 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 195
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $17,561
- Avg per participant Low balance/head
Official DOL plan name: Port Resources Savings and Retirement Plan · Sponsored by Port Resources · Maine · Healthcare & Social Assistance
$3M in assets, 195 participants
Port Resources's Port Resources Savings and Retirement Plan reported $3M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,217 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maine
Port Resources Savings and Retirement Plan covers 195 participants in Maine, about 41% of the average Maine filer (state average ~472 per filing). Assets: $3M.
- #6,217
- in Healthcare & Social Assistance (16,916 peers)
- +16.2%
- assets growth YoY
Port Resources Savings and Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Port Resources Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,424,476 36th percentile higher than 36% 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
Port Resources Savings and 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. Port Resources Savings and Retirement Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Port Resources Savings and Retirement Plan reported net income rose from $146K in the plan year 2023 filing to $478K in the plan year 2024 filing.
- Port Resources Savings and Retirement Plan reported participants rose from 160 in the plan year 2023 filing to 195 in the plan year 2024 filing.
- Port Resources Savings and Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 010367582 · Port Resources PY 2024 · 401(k)
Port Resources Savings and Retirement Plan · $3M · 195 · 36th
- SCH $3M
- EBSA 195
- PART 36th
- TYPE 401(k)
- NET near Building Industry Association of the Bay Area 401(k) Plan
- BOOK ind #6217
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 Healthcare & Social Assistance retirement plans → · Plans in Maine →
Port Resources Savings and Retirement Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $478K |
| Employer EIN | 010367582 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Port Resources)
Sponsor-wide plan assets over time
All Port Resources plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 22.284808295928098% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $3M |
| 2023 | 1 | 160 | $3M |
| 2024 | 1 | 195 | $3M |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $6.0B · 31,654
- Unum Group 401(k) Retirement Plan $2.5B · 9,451
- Idexx Retirement and Incentive Savings Plan $1.2B · 6,776
- Hannaford Bros. Co. 401(k) Plan $1.1B · 29,915
- Ahold Delhaize USA Services 401(k) Plan $1.0B · 3,012
Port Resources Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Building Industry Association of the Bay Area 401(k) Plan in CA ($3M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Greenhill & Co., Inc. 401(k) Profit Sharing Plan (NY) 195 · 0 off
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 195 · 0 off
- Pesi, Inc. Retirement Trust (WI) 195 · 0 off
- On Q Financial 401(k) Plan (AZ) 195 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.