401(k) · DOL Form 5500 · 2024
Porter Warner Industries LLC 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 51
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $495,656
- Avg per participant High balance/head
Official DOL plan name: Porter Warner Industries Profit Sharing and Retirement Savings Plan · Sponsored by Porter Warner Industries LLC · Tennessee · Wholesale Trade
$25M in assets, 51 participants
Porter Warner Industries LLC's Porter Warner Industries Profit Sharing and Retirement Savings Plan reported $25M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #4,378 in Wholesale Trade (6,080 peers)
Where Porter Warner Industries Profit Sharing and Retirement Savings Plan sits by assets
Porter Warner Industries Profit Sharing and Retirement Savings Plan sits in the top quartile of all filed plans by assets, $25M for 51 participants (~$495,656/participant), up 14.4% in 2024.
- #4,378
- in Wholesale Trade (6,080 peers)
- +14.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Porter Warner Industries Profit Sharing and Retirement Savings Plan's outsized position by total assets
Porter Warner Industries Profit Sharing and Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,278,478 Top 25% higher than 75% 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 Warner Industries Profit Sharing and Retirement Savings 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 Warner Industries Profit Sharing and Retirement Savings Plan is a small filing (51 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Porter Warner Industries Profit Sharing and Retirement Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Porter Warner Industries Profit Sharing and Retirement Savings Plan reported participants fell from 56 in the plan year 2023 filing to 51 in the plan year 2024 filing.
- Porter Warner Industries Profit Sharing and Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 200883762 · Porter Warner Industries LLC PY 2024 · 401(k)
Porter Warner Industries Profit Sharing and Retirement Savings Plan · $25M · 51 · 75th
- 5500 $25M
- 5500 51
- 5500 75th
- 5500 401(k)
- 5500 near Virginia Panel Corporation Profit Sharing and 401(k) Plan
- 5500 ind #4378
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 Wholesale Trade retirement plans → · Plans in Tennessee →
Porter Warner Industries Profit Sharing and Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 200883762 |
| Plan Effective Date | 1988-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Porter Warner Industries LLC)
Sponsor-wide plan assets over time
All Porter Warner Industries LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 32.54918707271878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $19M |
| 2023 | 1 | 56 | $22M |
| 2024 | 1 | 51 | $25M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Porter Warner Industries Profit Sharing and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Virginia Panel Corporation Profit Sharing and 401(k) Plan in VA ($25M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (51 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.