401(k) · DOL Form 5500 · 2022

Powell's Books, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
257
Participants Below avg headcount
80th
Percentile by assets National rank
$96,376
Avg per participant Below avg balance/head
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Official DOL plan name: Powell's Books Retirement 401(k) and Savings Plan · Sponsored by Powell's Books, Inc. · Oregon · Retail Trade

$25M in assets, 257 participants

Powell's Books, Inc.'s Powell's Books Retirement 401(k) and Savings Plan reported $25M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #8,448 in Retail Trade (9,519 peers)

Where Powell's Books Retirement 401(k) and Savings Plan sits by assets

Powell's Books Retirement 401(k) and Savings Plan sits in the top quartile of all filed plans by assets, $25M for 257 participants (~$96,376/participant), up 13.4% in 2022.

#8,448
in Retail Trade (9,519 peers)
+13.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Powell's Books Retirement 401(k) and Savings Plan's outsized position by total assets

Powell's Books Retirement 401(k) and Savings Plan vs every filed plan by assets

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

$24,768,726 Top 20% higher than 80% 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

Powell's Books Retirement 401(k) and Savings Plan 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. Powell's Books Retirement 401(k) and Savings Plan sits mid-pack in the medium band (257 participants).

Plan-year Form 5500 strip

Filing strip 930794762 · Powell's Books, Inc. PY 2022 · 401(k)

Powell's Books Retirement 401(k) and Savings Plan · $25M · 257 · 80th

  • SCH $25M
  • EBSA 257
  • PART 80th
  • TYPE 401(k)
  • NET near Leadwise 401(k) Plan
  • BOOK ind #8448

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 Retail Trade retirement plans → · Plans in Oregon →

Powell's Books Retirement 401(k) and Savings Plan in the asset neighbourhood

Powell's Books Retirement 401(k) and Savings PlanPowell's Books Retirement 40…$25MLeadwise 401(k) Plan$25MBrowning 401(k) Savings Plan$25MEldon C. Stutsman, Inc. 401(k) Profit Sharing PlanEldon C. Stutsman, Inc. 401(…$25MHolman Distribution Centers 401(k) Profit Sharing PlanHolman Distribution Centers …$25M
End-of-year total assets ($M) among Powell's Books Retirement 401(k) and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN930794762
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Powell's Books, Inc.)

Sponsor-wide plan assets over time

All Powell's Books, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 23.1625599152738% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.8M $30.5M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 257 $25M
2023 1 295 $29M
2024 1 311 $31M

Nearby 401(k) Plans in Oregon

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

Powell's Books Retirement 401(k) and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Powell's Books Retirement 401(k) and Savings Plan, Total assets ($B): 0.024768726 · Participants: 257Powell's Books Retirement 401(k) and Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Powell's Books Retirement 401(k) and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Powell's Books Retirement 401(k) and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Leadwise 401(k) Plan in OH ($25M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (257 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Powell's Books Retirement 401(k) and Savings Plan assets move in 2022?
Powell's Books Retirement 401(k) and Savings Plan grew at a solid clip - up 13.4% during 2022, from $22M to $25M. Reported net income was $3M.
How have Powell's Books, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Powell's Books, Inc.'s sponsor-wide assets grew 23.2%, from $25M to $31M.
Where does Powell's Books Retirement 401(k) and Savings Plan rank by assets among Form 5500 filers?
Powell's Books Retirement 401(k) and Savings Plan ranks in the 80th 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 Powell's Books Retirement 401(k) and Savings Plan?
Among 401(k) plans in other states, the closest by assets is Leadwise 401(k) Plan in OH ($25M, 509 participants).
Which 401(k) plans cover a similar participant headcount to Powell's Books Retirement 401(k) and Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (257 participants, $280K in assets).