My Plan Facts

Employers › West Virginia

Employer · plans filed under one EIN

Port Amherst, Ltd.

Charleston, WV · Transportation and warehousing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$71.2Mnet assets across plans
797participant records666 active
$1.6Memployer contributions, latest plan years$2,395 per active record
$48KSchedule C compensation to organisations$60.48 per participant record

Port Amherst, Ltd., based in Charleston, West Virginia, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 797 participant records and $71.2M in net assets.

The largest is Port Amherst, Ltd. 401(k) & Profit Sharing Plan, a 401(k) plan with 416 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.6M and participant contributions $1.3M in the latest plan years; benefits paid were $3.5M. Schedule C compensation reported to service provider organisations totalled $48K.

Combined net assets moved from $12.7M in 2009 to $71.2M in 2024 (up 459%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Port Amherst, Ltd. 401(k) & Profit Sharing Plan401(k) plan2024416$31.4M$75,442$1,811$48K
Port Amherst, Ltd. Employee Stock Ownership Planemployee stock ownership plan2024381$39.8M$104,506$3,180$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $12.7M2010: $14.1M2011: $14.7M2012: $17.0M2013: $19.9M2014: $20.3M2015: $20.7M2016: $20.7M2017: $23.6M2018: $23.2M2019: $38.3M2020: $43.8M2021: $48.3M2022: $49.2M2023: $59.0M2024: $71.2M$12.7M$71.2M20092012201620202024
Combined net assets
2009: 3262010: 3112011: 3622012: 3472013: 3242014: 3302015: 3632016: 6162017: 6632018: 6892019: 7212020: 7562021: 7222022: 7432023: 7612024: 79732679720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242797$71.2M$1.6M$1.3M
20232761$59.0M$1.5M$1.3M
20222743$49.2M$1.5M$1.3M
20212722$48.3M$1.4M$1.2M
20202756$43.8M$1.4M$1.2M
20192721$38.3M$1.4M$1.1M
20182689$23.2M$532K$970K
20172663$23.6M$674K$870K
20162616$20.7M$726K$771K
20151363$20.7M$1.0M$889K
20141330$20.3M$683K$869K
20131324$19.9M$725K$788K
20121347$17.0M$787K$732K
20111362$14.7M$827K$726K
20101311$14.1M$746K$737K
20091326$12.7M$419K$728K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
T Rowe Price RPS Inc.Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Investment management1$48,203

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

T Rowe Price RPS Inc.$48K

Questions and answers

How many retirement plans does Port Amherst, Ltd. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Port Amherst, Ltd. 401(k) & Profit Sharing Plan and Port Amherst, Ltd. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Port Amherst, Ltd. contribute to its plans?

$1,594,916 in employer contributions across these plans in their latest plan years, about $2,395 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name T Rowe Price RPS Inc.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.