401(k) · DOL Form 5500 · 2024

The Porter and Chester Institute, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
332
Participants Below avg headcount
66th
Percentile by assets National rank
$48,871
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Porter and Chester Institute, Inc. Retirement Fund · Sponsored by The Porter and Chester Institute, Inc. · Connecticut · Educational Services

$16M in assets, 332 participants

The Porter and Chester Institute, Inc.'s The Porter and Chester Institute, Inc. Retirement Fund reported $16M in total assets and 332 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,771 in Educational Services (3,638 peers)

Coverage in Connecticut

The Porter and Chester Institute, Inc. Retirement Fund covers 332 participants in Connecticut, about 46% of the average Connecticut filer (state average ~718 per filing). Assets: $16M.

#1,771
in Educational Services (3,638 peers)
+11.7%
assets growth YoY

The Porter and Chester Institute, Inc. Retirement Fund's mid-pack asset rank among Educational Services and all filers

The Porter and Chester Institute, Inc. Retirement Fund vs every filed plan by assets

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

$16,225,108 Top 34% higher than 66% 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

The Porter and Chester Institute, Inc. Retirement Fund 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. The Porter and Chester Institute, Inc. Retirement Fund sits mid-pack in the medium band (332 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Porter and Chester Institute, Inc. Retirement Fund reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Porter and Chester Institute, Inc. Retirement Fund end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • The Porter and Chester Institute, Inc. Retirement Fund reported participants fell from 372 in the plan year 2023 filing to 332 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060852205 · The Porter and Chester Institute, Inc. PY 2024 · 401(k)

The Porter and Chester Institute, Inc. Retirement Fund · $16M · 332 · 66th

  • NET $16M
  • NET 332
  • NET 66th
  • NET 401(k)
  • NET near Aahi 401(k) Retirement Plan
  • NET ind #1771

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 Educational Services retirement plans → · Plans in Connecticut →

The Porter and Chester Institute, Inc. Retirement Fund in the asset neighbourhood

The Porter and Chester Institute, Inc. Retirement FundThe Porter and Chester Insti…$16MAahi 401(k) Retirement Plan$16MDigital Media Solutions 401(k) Retirement PlanDigital Media Solutions 401(…$16MThe State Group Industrial (USA) Limited 401(k) PlanThe State Group Industrial (…$16MFirst Guaranty Bank Savings PlanFirst Guaranty Bank Savings …$16M
End-of-year total assets ($M) among The Porter and Chester Institute, Inc. Retirement Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN060852205
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Porter and Chester Institute, Inc.)

Sponsor-wide plan assets over time

All The Porter and Chester Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 22.844876081576633% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $13.2M $16.2M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 326 $13M
2023 1 372 $15M
2024 1 332 $16M

Nearby 401(k) Plans in Connecticut

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

The Porter and Chester Institute, Inc. Retirement Fund vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Porter and Chester Institute, Inc. Retirement Fund, Total assets ($B): 0.016225108 · Participants: 332The Porter and Chester Institute, Inc. Retirement FundRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
The Porter and Chester Institute, Inc. Retirement Fund vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Porter and Chester Institute, Inc. Retirement Fund side-by-side with 3 peers →

The Porter and Chester Institute, Inc. Retirement Fund's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Aahi 401(k) Retirement Plan in WA ($16M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (332 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (332 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 The Porter and Chester Institute, Inc. Retirement Fund assets move in 2024? ▼
The Porter and Chester Institute, Inc. Retirement Fund grew at a solid clip - up 11.7% during 2024, from $15M to $16M. Reported net income was $2M.
How have The Porter and Chester Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Porter and Chester Institute, Inc.'s sponsor-wide assets grew 22.8%, from $13M to $16M.
Which 401(k) plans are similar in size to The Porter and Chester Institute, Inc. Retirement Fund? ▼
Among 401(k) plans in other states, the closest by assets is Aahi 401(k) Retirement Plan in WA ($16M, 82 participants).
Which 401(k) plans cover a similar participant headcount to The Porter and Chester Institute, Inc. Retirement Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (332 participants, $8M 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 060852205.

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.