401(k) · DOL Form 5500 · 2023

Powerhouse Retail Services, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
795
Participants Near avg headcount
78th
Percentile by assets National rank
$34,115
Avg per participant Low balance/head
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Official DOL plan name: Powerhouse Retail Services 401(k) Plan · Sponsored by Powerhouse Retail Services, LLC · Texas · Professional & Technical Services

$27M in assets, 795 participants

Powerhouse Retail Services, LLC's Powerhouse Retail Services 401(k) Plan reported $27M in total assets and 795 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,871 in Professional & Technical Services (20,321 peers)

Where Powerhouse Retail Services 401(k) Plan sits by assets

Powerhouse Retail Services 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 795 participants (~$34,115/participant), up 6.4% in 2023.

#15,871
in Professional & Technical Services (20,321 peers)
+6.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Powerhouse Retail Services 401(k) Plan's outsized position by total assets

Powerhouse Retail Services 401(k) Plan vs every filed plan by assets

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

$27,121,796 Top 22% higher than 78% 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

Powerhouse Retail Services 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. Powerhouse Retail Services 401(k) Plan sits mid-pack in the medium band (795 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Powerhouse Retail Services 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Powerhouse Retail Services 401(k) Plan reported participants rose from 667 in the plan year 2022 filing to 795 in the plan year 2023 filing.
  • Powerhouse Retail Services 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260761398 · Powerhouse Retail Services, LLC PY 2023 · 401(k)

Powerhouse Retail Services 401(k) Plan · $27M · 795 · 78th

  • IND $27M
  • EOY 795
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Associates of Cape Cod, Inc. Retirement Savings Plan
  • EIN ind #15871

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 →

Powerhouse Retail Services 401(k) Plan in the asset neighbourhood

Educationdynamics 401(k) Profit Sharing PlanEducationdynamics 401(k) Pro…$27MPowerhouse Retail Services 401(k) PlanPowerhouse Retail Services 4…$27MAssociates of Cape Cod, Inc. Retirement Savings PlanAssociates of Cape Cod, Inc.…$27MHoly Cross Anesthesiology Associates, P.a. Profit SharingHoly Cross Anesthesiology As…$27MSecurity National Bank of Omaha Thrift Saving PlanSecurity National Bank of Om…$27M
End-of-year total assets ($M) among Powerhouse Retail Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$1M
Employer EIN260761398
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Powerhouse Retail Services, LLC)

Sponsor-wide plan assets over time

All Powerhouse Retail Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 0.6809595337100727% vs 2022
2024 filing year
$25M$25.5M$26M$26.5M$27M$27.5M 202220232024 $25.5M $25.7M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 667 $25M
2023 1 795 $27M
2024 1 702 $26M

Nearby 401(k) Plans in Texas

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

Powerhouse Retail Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Powerhouse Retail Services 401(k) Plan, Total assets ($B): 0.027121796 · Participants: 795Powerhouse Retail Services 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
Powerhouse Retail Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Powerhouse Retail Services 401(k) Plan side-by-side with 3 peers →

Powerhouse Retail Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Associates of Cape Cod, Inc. Retirement Savings Plan in MA ($27M); by covered participants it is Wiss, Janney, Elstner Associates, Inc. 401(k) Plan in IL (795 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (795 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 Powerhouse Retail Services 401(k) Plan assets move in 2023? ▼
Powerhouse Retail Services 401(k) Plan grew at a solid clip - up 6.4% during 2023, from $25M to $27M. Reported net income was $1M.
How have Powerhouse Retail Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Powerhouse Retail Services, LLC's sponsor-wide assets grew 0.7%, from $25M to $26M.
Where does Powerhouse Retail Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Powerhouse Retail Services 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Powerhouse Retail Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associates of Cape Cod, Inc. Retirement Savings Plan in MA ($27M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Powerhouse Retail Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiss, Janney, Elstner Associates, Inc. 401(k) Plan in IL (795 participants, $347M 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 260761398.

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.