Plan5500

The Portland Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Portland Group (EIN 04-1592601) is a plan sponsor located in Framingham, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-1592601
Location
Framingham, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Portland Group

  • 2 loaded plans hold $29.4M in reported assets.
  • The largest, The Portland Group Savings And Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 531 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.4MSummed across loaded plans$29,449,596
Total reported assets$29.4M$29,449,596
Total reported participants531
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29.4M total assets
Net assets$29.4MLiabilities$0
Contributions & income
Employer contributions$298.7K
Participant contributions$1.1M
Total income / additions$6.3M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1M
Net increase / (decrease)$5.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Portland Group Savings And Retirement Plan
Participants per plan266Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Portland Group Savings And Retirement Plan$29.4M
    Plan #002 · 300 participants · 2023
  2. 2
    The Portland Group, Inc. Consolidated Welfare Benefits Plannot reported in the loaded dataset
    Plan #502 · 231 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Portland Group. Open one for its full reported snapshot.

  1. 2023
    The Portland Group Savings And Retirement Plan300 participants · 2Sch HSch C
    View filing →
  2. 2023
    The Portland Group, Inc. Consolidated Welfare Benefits Plan231 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Portland Group report on Form 5500?
The Portland Group (EIN 04-1592601) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Portland Group?
The Employer Identification Number (EIN) reported for The Portland Group is 04-1592601.
What is the latest Form 5500 filing year for The Portland Group?
The latest loaded Form 5500 filing year for The Portland Group is 2023.

Related Form 5500 pages