Profit Sharing · DOL Form 5500 · 2023

Powell Realty Inc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Powell Realty Inc Employee Profit Sharing Trust · Sponsored by Powell Realty Inc · Michigan · Real Estate

$1M in assets, 1 participants

Powell Realty Inc's Powell Realty Inc Employee Profit Sharing Trust reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,148 in Real Estate (4,727 peers)

What the 2023 filing shows

Powell Realty Inc Employee Profit Sharing Trust holds $1M for 1 participant - about $1.4M per participant, in the lower half of filed plans by assets.

#2,148
in Real Estate (4,727 peers)
-0.7%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Powell Realty Inc Employee Profit Sharing Trust among the smaller filed plans by assets

Powell Realty Inc Employee Profit Sharing Trust vs every filed plan by assets

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

$1,422,486 27th percentile higher than 27% 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

Powell Realty Inc Employee Profit Sharing Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Powell Realty Inc Employee Profit Sharing Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Powell Realty Inc Employee Profit Sharing Trust reported net income fell from $9K in the plan year 2022 filing to -$9K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 382123839 · Powell Realty Inc PY 2023 · Profit Sharing

Powell Realty Inc Employee Profit Sharing Trust · $1M · 1 · 27th

  • EOY $1M
  • EOY 1
  • EOY 27th
  • EOY Profit Sharing
  • EOY near Treasured Cakes, Inc. Retirement Plan
  • EOY ind #2148

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 Real Estate retirement plans → · Plans in Michigan →

Powell Realty Inc Employee Profit Sharing Trust in the asset neighbourhood

Powell Realty Inc Employee Profit Sharing TrustPowell Realty Inc Employee P…$1MTreasured Cakes, Inc. Retirement PlanTreasured Cakes, Inc. Retire…$1MJose a. Maymi Rivera Retirement Plan Series 95-1140Jose a. Maymi Rivera Retirem…$1MJohn P Holland Md PC - Profit Sharing PlanJohn P Holland Md PC - Profi…$1M224 Graphics, Inc. Retirement Plan224 Graphics, Inc. Retiremen…$1M
End-of-year total assets ($M) among Powell Realty Inc Employee Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$9K
Employer EIN382123839
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Powell Realty Inc)

Sponsor-wide plan assets over time

All Powell Realty Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.2560341174014527% vs 2022
2024 filing year
$1.42M$1.42M$1.43M$1.43M$1.44M 202220232024 $1.43M $1.43M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Powell Realty Inc Employee Profit Sharing Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Powell Realty Inc Employee Profit Sharing Trust, Total assets ($B): 0.001422486 · Participants: 1Powell Realty Inc Employee Profit Sharing TrustHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
Powell Realty Inc Employee Profit Sharing Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants

Powell Realty Inc Employee Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Treasured Cakes, Inc. Retirement Plan in FL ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Powell Realty Inc Employee Profit Sharing Trust assets move in 2023?
Powell Realty Inc Employee Profit Sharing Trust held essentially flat - down 0.7% during 2023, from $1M to $1M. Reported net income was -$9K.
How have Powell Realty Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Powell Realty Inc's sponsor-wide assets declined 0.3%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Powell Realty Inc Employee Profit Sharing Trust?
Among Profit Sharing plans in other states, the closest by assets is Treasured Cakes, Inc. Retirement Plan in FL ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Powell Realty Inc Employee Profit Sharing Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).