Department of Labor filing

PORTAL INSTRUMENTS INC

PORTAL INSTRUMENTS INC 401(K) PROFIT SHARING PLAN AND TRUST · For the plan year ended Dec 31, 2025

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Public filing 2025 · received May 20, 2026Verified current terms Not available

Plan summary

What matters most

This plan has a documented employer contribution and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.

58Fair plan health
high confidence
See what drives the plan health score
Employer contributions versus peers38/10030% of the full model
Lower reported administrative cost33/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Participant-loan burden100/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

choices.

02 · What it could be worthSee formula

The official filing does not support a reliable dollar example.

09 · Employer contribution vs. peers38th percentile

Up 0.0% over the filing history shown.

What still needs verification

vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202536out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions38th percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expense33rd percentileTypical peer $102 · based on 77,997 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, PORTAL INSTRUMENTS INC reported $19,473 in employer contributions across this plan, or $1,770 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating11

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison36/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$19,473
$1,770 per active participant
Participant contributions
$139,918
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
12.2%
Active participants
11
Small plan
Total participants
42
48 at the beginning of the year
Ending assets
$3,626,610
$86,348 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$3,351,520
Ending net assets
$3,626,610
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$789,415
Total expenses
$514,325
Administrative expenses
$11,720
$279 per active participant
Participant loans
$49,377
1.4% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$1,770
Administrative cost per participant
2025
$279
Active participants
2025
11
Total plan assets
2025
$3,626,610
Participant loans as a share of assets
2025
1.4%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$1,770113.6M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
1.4%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
461313514-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2014
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2J2K2F2G3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Dec 31, 2025TEXAS INSTRUMENTS INC — 10-K filed 2026-02-06
Official filing · details not yet checked
What it says about employer contributions

choices. Employees who elected to continue accruing a benefit in the qualified defined benefit pension plans may also participate in the defined contribution plan, where employer-matching contributions are provided for up to 2 % of the employee’s annual eligible earnings. Employees who elected not to continue accruing a benefit in the defined benefit pension plans and employees hired after November 1997 and through December 31, 2003, may participate in the enhanced defined contribution plan. This plan provides for a fixed employer contribution of 2 % of the employee’s annual eligible earnings, plus an employer-matching contribution of up to 4 % of the employee’s annual eligible earnings. Employees hired after December 31, 2003, do not receive the fixed employer contribution of 2 % of the

What it says about vesting

ing as of December 31, 2025, is as follows: Exercise Price Range Number Outstanding (Shares) Weighted Average Remaining Contractual Life (Years) $ 52.93 to $ 206.61 25 5.8 Options Fully Vested and Expected to Vest (a) Options Exercisable Stock options outstanding (shares) 24 15 Weighted average remaining contractual life (in years) 5.8 4.2 Weighted average exercise price per share $ 150.97 $ 133.57 Intrinsic value (millions) $ 610 $ 589 (a) Includes effects of expected forfeitures. Excluding the effects of expected forfeitures, the aggregate intrinsic value of stock options outstanding was $ 611 million. Effect on shares outstanding and treasury shares Treasury shares were acquired in connection with the board-authorized stock repurchase program. As of December 31, 2025, $ 18.79 billion of

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260520141055NAL0002466512001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗