401(k) · DOL Form 5500 · 2023

Powertherm Co Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
147
Participants Small participant base
40th
Percentile by assets National rank
$26,618
Avg per participant Low balance/head
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Official DOL plan name: Powertherm Co Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Powertherm Co Inc · Texas · Professional & Technical Services

$4M in assets, 147 participants

Powertherm Co Inc's Powertherm Co Inc 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,555 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Powertherm Co Inc 401(k) Profit Sharing Plan & Trust covers 147 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#7,555
in Professional & Technical Services (20,321 peers)
-29.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Powertherm Co Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Powertherm Co Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,912,806 40th percentile higher than 40% 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

Powertherm Co Inc 401(k) Profit Sharing Plan & Trust 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. Powertherm Co Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Powertherm Co Inc 401(k) Profit Sharing Plan & Trust reported net income fell from -$449K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Powertherm Co Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Powertherm Co Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 129 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 741586963 · Powertherm Co Inc PY 2023 · 401(k)

Powertherm Co Inc 401(k) Profit Sharing Plan & Trust · $4M · 147 · 40th

  • EOY $4M
  • EOY 147
  • EOY 40th
  • EOY 401(k)
  • EOY near I.C.S. Agency, Inc. Employee Savings Plan
  • EOY ind #7555

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 →

Powertherm Co Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Powertherm Co Inc 401(k) Profit Sharing Plan & TrustPowertherm Co Inc 401(k) Pro…$4MI.C.S. Agency, Inc. Employee Savings PlanI.C.S. Agency, Inc. Employee…$4MFredericksburg Dental Care, P.L.C. 401(k) PlanFredericksburg Dental Care, …$4MHolzhauer 401(k) and Profit Sharing PlanHolzhauer 401(k) and Profit …$4MSynergic Healthcare Solutions, LLC 401(k) Profit Sharing Plan TrustSynergic Healthcare Solution…$4M
End-of-year total assets ($M) among Powertherm Co Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN741586963
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Powertherm Co Inc)

Sponsor-wide plan assets over time

All Powertherm Co Inc plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.54M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 129 $6M
2023 1 147 $4M
2024 1 165 N/A

Nearby 401(k) Plans in Texas

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

Powertherm Co Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Powertherm Co Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003912806 · Participants: 147Powertherm Co Inc 401(k) Profit Sharing Plan & TrustAT&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
Powertherm Co Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Powertherm Co Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Powertherm Co Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is I.C.S. Agency, Inc. Employee Savings Plan in NY ($4M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

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 Powertherm Co Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Powertherm Co Inc 401(k) Profit Sharing Plan & Trust declined sharply - down 29.3% during 2023, from $6M to $4M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Powertherm Co Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is I.C.S. Agency, Inc. Employee Savings Plan in NY ($4M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Powertherm Co Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 741586963.

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.