401(k) · DOL Form 5500 · 2023

C.H. Powell Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
174
Participants Small participant base
67th
Percentile by assets National rank
$85,844
Avg per participant Below avg balance/head
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Official DOL plan name: C.H. Powell 401(k) Incentive Savings Plan · Sponsored by C.H. Powell Company · Massachusetts · Transportation & Warehousing

$15M in assets, 174 participants

C.H. Powell Company's C.H. Powell 401(k) Incentive Savings Plan reported $15M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,259 in Transportation & Warehousing (3,362 peers)

Coverage in Massachusetts

C.H. Powell 401(k) Incentive Savings Plan covers 174 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#2,259
in Transportation & Warehousing (3,362 peers)
+10.4%
assets growth YoY

C.H. Powell 401(k) Incentive Savings Plan's outsized position by total assets

C.H. Powell 401(k) Incentive Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,936,883 Top 33% higher than 67% of 127,068 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 2023

C.H. Powell 401(k) Incentive Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C.H. Powell 401(k) Incentive Savings Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • C.H. Powell 401(k) Incentive Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • C.H. Powell 401(k) Incentive Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • C.H. Powell 401(k) Incentive Savings Plan reported participants rose from 167 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 041740210 · C.H. Powell Company PY 2023 · 401(k)

C.H. Powell 401(k) Incentive Savings Plan · $15M · 174 · 67th

  • IND $15M
  • IND 174
  • IND 67th
  • IND 401(k)
  • IND near Altenloh, Brinck & Co. US, Inc. 401(k) Plan
  • IND ind #2259

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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →

C.H. Powell 401(k) Incentive Savings Plan in the asset neighbourhood

C.H. Powell 401(k) Incentive Savings PlanC.H. Powell 401(k) Incentive…$15MAltenloh, Brinck & Co. US, Inc. 401(k) PlanAltenloh, Brinck & Co. US, I…$15MMobile Management, LLC 401(k) Plan & TrustMobile Management, LLC 401(k…$15MAmpco Pumps Company Inc. Profit Sharing 401(k) PlanAmpco Pumps Company Inc. Pro…$15MTighitco, Inc. Aerostructures Division 401(k) PlanTighitco, Inc. Aerostructure…$15M
End-of-year total assets ($M) among C.H. Powell 401(k) Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN041740210
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.H. Powell Company)

Sponsor-wide plan assets over time

All C.H. Powell Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 23.644901319472762% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.5M $16.7M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 167 $14M
2023 1 174 $15M
2024 1 161 $17M

Nearby 401(k) Plans in Massachusetts

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

C.H. Powell 401(k) Incentive Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants C.H. Powell 401(k) Incentive Savings Plan, Total assets ($B): 0.014936883 · Participants: 174C.H. Powell 401(k) Incentive Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
C.H. Powell 401(k) Incentive Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

C.H. Powell 401(k) Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Altenloh, Brinck & Co. US, Inc. 401(k) Plan in OH ($15M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did C.H. Powell 401(k) Incentive Savings Plan assets move in 2023?
C.H. Powell 401(k) Incentive Savings Plan grew at a solid clip - up 10.4% during 2023, from $14M to $15M. Reported net income was $1M.
How have C.H. Powell Company plan assets changed over time?
Across 3 plan years on file (2022-2024), C.H. Powell Company's sponsor-wide assets grew 23.6%, from $14M to $17M.
Which 401(k) plans are similar in size to C.H. Powell 401(k) Incentive Savings Plan?
Among 401(k) plans in other states, the closest by assets is Altenloh, Brinck & Co. US, Inc. 401(k) Plan in OH ($15M, 307 participants).
Which 401(k) plans cover a similar participant headcount to C.H. Powell 401(k) Incentive Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M in assets).