401(k) · DOL Form 5500 · 2023

Pooler Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
69
Participants Small participant base
66th
Percentile by assets National rank
$202,973
Avg per participant Above avg balance/head
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Official DOL plan name: Pooler Enterprises, Inc. Retirement Plan · Sponsored by Pooler Enterprises, Inc. · New York · Construction

$14M in assets, 69 participants

Pooler Enterprises, Inc.'s Pooler Enterprises, Inc. Retirement Plan reported $14M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #5,825 in Construction (9,030 peers)

Pooler Enterprises, Inc. multi-year trail

Pooler Enterprises, Inc.'s plans moved +39.5% in assets from 2022 to 2024; this filing shows Pooler Enterprises, Inc. Retirement Plan at $14M / 69 participants.

#5,825
in Construction (9,030 peers)
+25.1%
assets growth YoY

Pooler Enterprises, Inc. Retirement Plan's mid-pack asset rank among Construction and all filers

Pooler Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$14,005,125 Top 34% higher than 66% 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

Pooler Enterprises, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pooler Enterprises, Inc. Retirement Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pooler Enterprises, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pooler Enterprises, Inc. Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Pooler Enterprises, Inc. Retirement Plan reported participants fell from 79 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161323978 · Pooler Enterprises, Inc. PY 2023 · 401(k)

Pooler Enterprises, Inc. Retirement Plan · $14M · 69 · 66th

  • EOY $14M
  • 5500 69
  • ASSETS 66th
  • PCT 401(k)
  • EIN near Kmi 401(k) Savings Plan
  • RANK ind #5825

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 New York →

Pooler Enterprises, Inc. Retirement Plan in the asset neighbourhood

Pooler Enterprises, Inc. Retirement PlanPooler Enterprises, Inc. Ret…$14MKmi 401(k) Savings Plan$14MOvh US LLC 401(k) Plan$14MTurning Tech, LLC 401(k) Profit Sharing PlanTurning Tech, LLC 401(k) Pro…$14MUniloy 401(k) Plan$14M
End-of-year total assets ($M) among Pooler Enterprises, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pooler Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pooler Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 39.452762730963194% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $15.6M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 79 $11M
2023 1 69 $14M
2024 1 81 $16M

Pooler Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN161323978
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Pooler Enterprises, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pooler Enterprises, Inc. Retirement Plan, Total assets ($B): 0.014005125 · Participants: 69Pooler Enterprises, Inc. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Pooler Enterprises, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Pooler Enterprises, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kmi 401(k) Savings Plan in OH ($14M); by covered participants it is Home Federal-Grand Island 401(k) Retirement Plan in NE (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Pooler Enterprises, Inc. Retirement Plan assets move in 2023?
Pooler Enterprises, Inc. Retirement Plan grew sharply - up 25.1% during 2023, from $11M to $14M. Reported net income was $3M.
How have Pooler Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pooler Enterprises, Inc.'s sponsor-wide assets grew 39.5%, from $11M to $16M.
Which 401(k) plans are similar in size to Pooler Enterprises, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Kmi 401(k) Savings Plan in OH ($14M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Pooler Enterprises, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Home Federal-Grand Island 401(k) Retirement Plan in NE (69 participants, $7M in assets).