401(k) · DOL Form 5500 · 2023

Potter Holdings Inc 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
435
Participants Below avg headcount
70th
Percentile by assets National rank
$40,975
Avg per participant Low balance/head
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Official DOL plan name: Potter Holdings, Inc. 401(k) Plan · Sponsored by Potter Holdings Inc · Texas · Construction

$18M in assets, 435 participants

Potter Holdings Inc's Potter Holdings, Inc. 401(k) Plan reported $18M in total assets and 435 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,265 in Construction (9,030 peers)

Potter Holdings Inc multi-year trail

Potter Holdings Inc's plans moved +34.8% in assets from 2022 to 2024; this filing shows Potter Holdings, Inc. 401(k) Plan at $18M / 435 participants.

#6,265
in Construction (9,030 peers)
+17.9%
assets growth YoY

Potter Holdings, Inc. 401(k) Plan's outsized position by total assets

Potter Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$17,824,330 Top 30% higher than 70% 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

Potter Holdings, Inc. 401(k) 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. Potter Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (435 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Potter Holdings, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Potter Holdings, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Potter Holdings, Inc. 401(k) Plan reported participants fell from 455 in the plan year 2022 filing to 435 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 751868716 · Potter Holdings Inc PY 2023 · 401(k)

Potter Holdings, Inc. 401(k) Plan · $18M · 435 · 70th

  • NET $18M
  • NET 435
  • NET 70th
  • NET 401(k)
  • NET near Ground Engineering Consultants, Inc. 401(k) Plan
  • NET ind #6265

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 Construction retirement plans → · Plans in Texas →

Potter Holdings, Inc. 401(k) Plan in the asset neighbourhood

Crom Corporation Profit Sharing/ 401(k) Plan for EmployeesCrom Corporation Profit Shar…$18MPotter Holdings, Inc. 401(k) PlanPotter Holdings, Inc. 401(k)…$18MGround Engineering Consultants, Inc. 401(k) PlanGround Engineering Consultan…$18MAso 401(k) Savings Plan$18MSilberline Manufacturing Co., Inc. Profit Sharing and 401(k) PlanSilberline Manufacturing Co.…$18M
End-of-year total assets ($M) among Potter Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Potter Holdings Inc multi-year asset trail

Sponsor-wide plan assets over time

All Potter Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 34.76030051987708% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $20.4M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 455 $15M
2023 1 435 $18M
2024 1 430 $20M

Potter Holdings Inc filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN751868716
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Potter Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Potter Holdings, Inc. 401(k) Plan, Total assets ($B): 0.01782433 · Participants: 435Potter Holdings, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Potter Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Potter Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Potter Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ground Engineering Consultants, Inc. 401(k) Plan in CO ($18M); by covered participants it is Twin Oaks Juvenile Development, Inc. 401(k) Plan in FL (435 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (435 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 Potter Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Potter Holdings, Inc. 401(k) Plan grew sharply - up 17.9% during 2023, from $15M to $18M. Reported net income was $3M.
How have Potter Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Potter Holdings Inc's sponsor-wide assets grew 34.8%, from $15M to $20M.
Which 401(k) plans are similar in size to Potter Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ground Engineering Consultants, Inc. 401(k) Plan in CO ($18M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Potter Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Twin Oaks Juvenile Development, Inc. 401(k) Plan in FL (435 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751868716.

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.