401(k) · DOL Form 5500 · 2023

Powerschool Group LLC 401(k) Plan

Data updated 2026-08-11

$185M
Total assets: 2,171
Participants: 94th
Percentile by assets: $85,398
Avg per participant

Official DOL plan name: Powerschool Group LLC 401(k) Plan · Sponsored by Powerschool Group LLC · California · Professional & Technical Services

$185M in assets, 2,171 participants

Powerschool Group LLC's Powerschool Group LLC 401(k) Plan reported $185M in total assets and 2,171 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 127,072 plans)
#19,433 in Professional & Technical Services (20,321 peers)

Coverage in California

Powerschool Group LLC 401(k) Plan covers 2,171 participants in California, 3.4x the typical California plan (state average ~630 per filing). Assets: $185M.

$185M
total plan assets (2023 EOY): 2,171
covered participants: 94th
percentile by assets (of 127,072 plans): $85,398
avg assets per participant

Where Powerschool Group LLC 401(k) Plan sits by total assets

Powerschool Group LLC 401(k) Plan vs every filed plan by assets

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

$185,399,035 Top 6% higher than 94% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Powerschool Group LLC 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $44M in the plan year 2023 filing.
Powerschool Group LLC 401(k) Plan end-of-year assets rose from $141M in the plan year 2022 filing to $185M in the plan year 2023 filing.
Powerschool Group LLC 401(k) Plan reported participants fell from 2,270 in the plan year 2022 filing to 2,171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Powerschool Group LLC 401(k) Plan reports 2,171 participants - 3.4x that state average ($185M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$141M
Net Assets (End of Year)	$185M
Net Income	$44M
Employer EIN	474429364
Plan Effective Date	2015-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Powerschool Group LLC)

Total plan assets by year, all Powerschool Group LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	2,270	$141M
2023	1	2,171	$185M
2024	1	1,871	$222M

Nearby 401(k) Plans in California

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

Powerschool Group LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Powerschool Group LLC 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Powerschool Group LLC 401(k) Plan by total assets, not by location.

Rehmann LLC 401(k) Plan (MI) $185M · 950
Nuclear Management Company, LLC Nmc Savings and Retirement Plan (MN) $185M · 240
Garff Companies 401(k) Retirement Savings Plan (UT) $186M · 6,314
United Anesthesia Services, P.C. 401(k) Plan (PA) $185M · 444

Frequently Asked Questions

How did Powerschool Group LLC 401(k) Plan assets move in 2023? ▼

Powerschool Group LLC 401(k) Plan surged - up 31.4% during 2023, from $141M to $185M. Reported net income was $44M.

How have Powerschool Group LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Powerschool Group LLC's sponsor-wide assets grew 57.7%, from $141M to $222M.

Where does Powerschool Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Powerschool Group LLC 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Powerschool Group LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Rehmann LLC 401(k) Plan in MI ($185M, 950 participants).

Next read for Powerschool Group LLC 401(k) Plan

Filing takeaways

Ways to act on Powerschool Group LLC 401(k) Plan's numbers.

By total assets, Powerschool Group LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Powerschool Group LLC's sponsor-wide assets have grown 57.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 474429364.