401(k) · DOL Form 5500 · 2022

Powerschool Group LLC 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
2,270
Participants Above avg headcount
94th
Percentile by assets National rank
$62,144
Avg per participant Low balance/head
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Official DOL plan name: Powerschool Group LLC 401(k) Plan · Sponsored by Powerschool Group LLC · California · Professional & Technical Services

$141M in assets, 2,270 participants

Powerschool Group LLC's Powerschool Group LLC 401(k) Plan reported $141M in total assets and 2,270 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,584 in Professional & Technical Services (21,562 peers)

Coverage in California

Powerschool Group LLC 401(k) Plan covers 2,270 participants in California, 3.6x the typical California plan (state average ~630 per filing). Assets: $141M.

#20,584
in Professional & Technical Services (21,562 peers)
-9.9%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Powerschool Group LLC 401(k) Plan's outsized position by total assets

Powerschool Group LLC 401(k) Plan vs every filed plan by assets

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

$141,066,448 Top 6% higher than 94% 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

Powerschool Group LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Powerschool Group LLC 401(k) Plan lands in the large band (2,270 participants).

DOL schedule card

Filing strip 474429364 · Powerschool Group LLC PY 2022 · 401(k)

Powerschool Group LLC 401(k) Plan · $141M · 2,270 · 94th

  • 5500 $141M
  • 5500 2,270
  • 5500 94th
  • 5500 401(k)
  • 5500 near Victory Capital Management, Inc. 401(k) Savings Plan
  • 5500 ind #20584

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 California →

Powerschool Group LLC 401(k) Plan in the asset neighbourhood

Sullivan & Cromwell LLP Employees' Savings Plan IISullivan & Cromwell LLP Empl…$141MPowerschool Group LLC 401(k) PlanPowerschool Group LLC 401(k)…$141MVictory Capital Management, Inc. 401(k) Savings PlanVictory Capital Management, …$141MKnauf Insulation Retirement PlanKnauf Insulation Retirement …$141MBalyasny Asset Management 401(k) PlanBalyasny Asset Management 40…$141M
End-of-year total assets ($M) among Powerschool Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$141M
Net Income-$15M
Employer EIN474429364
Plan Effective Date2015-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Powerschool Group LLC)

Sponsor-wide plan assets over time

All Powerschool Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$222M 57.71686829457845% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $141M $222M ▲ +57.7%
Year Plans Participants Total Assets
2022 1 2,270 $141M
2023 1 2,171 $185M
2024 1 1,871 $222M

Nearby 401(k) Plans in California

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

Powerschool Group LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Powerschool Group LLC 401(k) Plan, Total assets ($B): 0.141066448 · Participants: 2270Powerschool Group LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Powerschool Group LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Powerschool Group LLC 401(k) Plan side-by-side with 3 peers →

Powerschool Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Victory Capital Management, Inc. 401(k) Savings Plan in OH ($141M); by covered participants it is Aptargroup, Inc. Profit Sharing and Savings Plan in IL (2,270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($141M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,270 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 Powerschool Group LLC 401(k) Plan assets move in 2022? ▼
Powerschool Group LLC 401(k) Plan pulled back noticeably - down 9.9% during 2022, from $157M to $141M. Reported net income was -$15M.
How have Powerschool Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Powerschool Group LLC's sponsor-wide assets grew 57.7%, from $141M to $222M.
Where does Powerschool Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Powerschool Group LLC 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Powerschool Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Victory Capital Management, Inc. 401(k) Savings Plan in OH ($141M, 495 participants).
Which 401(k) plans cover a similar participant headcount to Powerschool Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aptargroup, Inc. Profit Sharing and Savings Plan in IL (2,270 participants, $238M 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 474429364.

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.