401(k) · DOL Form 5500 · 2022

Marvin F. Poer and Company 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
179
Participants Small participant base
83rd
Percentile by assets National rank
$177,166
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust · Sponsored by Marvin F. Poer and Company · Texas · Professional & Technical Services

$32M in assets, 179 participants

Marvin F. Poer and Company's Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust reported $32M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,146 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust covers 179 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $32M.

#18,146
in Professional & Technical Services (21,562 peers)
-34.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust's outsized position by total assets

Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,712,672 Top 17% higher than 83% of 139,123 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 2022

Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust sits mid-pack in the medium band (179 participants).

Plan-year Form 5500 strip

Filing strip 751533973 · Marvin F. Poer and Company PY 2022 · 401(k)

Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust · $32M · 179 · 83rd

  • EIN $32M
  • RANK 179
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Coughlin Porter Lundeen 401(k) Retirement Plan & Trust
  • 5500 ind #18146

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 Professional & Technical Services retirement plans → · Plans in Texas →

Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust in the asset neighbourhood

Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & TrustMarvin F. Poer and Company C…$32MCoughlin Porter Lundeen 401(k) Retirement Plan & TrustCoughlin Porter Lundeen 401(…$32MAgrivision Equipment Group, LLC 401(k) PlanAgrivision Equipment Group, …$32MEvans Bank, N.a. Employees Savings PlanEvans Bank, N.a. Employees S…$32MArthritis & Rheumatism Associates, P.C. Retirement Savings PlanArthritis & Rheumatism Assoc…$32M
End-of-year total assets ($M) among Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$32M
Net Income-$16M
Employer EIN751533973
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust, Total assets ($B): 0.031712672 · Participants: 179Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust side-by-side with 3 peers →

Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Coughlin Porter Lundeen 401(k) Retirement Plan & Trust in WA ($32M); by covered participants it is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust assets move in 2022? ▼
Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust contracted severely - down 34.2% during 2022, from $48M to $32M. Reported net income was -$16M.
Where does Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Coughlin Porter Lundeen 401(k) Retirement Plan & Trust in WA ($32M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Marvin F. Poer and Company Cash or Deferred Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751533973.

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.