401(k) · DOL Form 5500 · 2023

Powell's Books, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
295
Participants Below avg headcount
79th
Percentile by assets National rank
$96,871
Avg per participant Below avg balance/head
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Official DOL plan name: Powell's Books Retirement 401(k) and Savings Plan · Sponsored by Powell's Books, Inc. · Oregon · Retail Trade

$29M in assets, 295 participants

Powell's Books, Inc.'s Powell's Books Retirement 401(k) and Savings Plan reported $29M in total assets and 295 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,326 in Retail Trade (8,414 peers)

Where Powell's Books Retirement 401(k) and Savings Plan sits by assets

Powell's Books Retirement 401(k) and Savings Plan sits in the top quartile of all filed plans by assets, $29M for 295 participants (~$96,871/participant), up 15.4% in 2023.

#7,326
in Retail Trade (8,414 peers)
+15.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Powell's Books Retirement 401(k) and Savings Plan's outsized position by total assets

Powell's Books Retirement 401(k) and Savings Plan vs every filed plan by assets

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

$28,577,018 Top 21% higher than 79% 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's Books Retirement 401(k) and Savings 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. Powell's Books Retirement 401(k) and Savings Plan sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Powell's Books Retirement 401(k) and Savings Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Powell's Books Retirement 401(k) and Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Powell's Books Retirement 401(k) and Savings Plan reported participants rose from 257 in the plan year 2022 filing to 295 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930794762 · Powell's Books, Inc. PY 2023 · 401(k)

Powell's Books Retirement 401(k) and Savings Plan · $29M · 295 · 79th

  • TYPE $29M
  • NET 295
  • BOOK 79th
  • VS-ST 401(k)
  • BOY near Fox Valley Fire & Safety Co., Inc. 401(k) Plan
  • SCH ind #7326

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 Retail Trade retirement plans → · Plans in Oregon →

Powell's Books Retirement 401(k) and Savings Plan in the asset neighbourhood

Powell's Books Retirement 401(k) and Savings PlanPowell's Books Retirement 40…$29MFox Valley Fire & Safety Co., Inc. 401(k) PlanFox Valley Fire & Safety Co.…$29MMossberg Corporation Employee Savings PlanMossberg Corporation Employe…$29MManna, Inc. 401(k) Plan$29M401(k)/Profit Sharing Plan for Employees of Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.a.401(k)/Profit Sharing Plan f…$29M
End-of-year total assets ($M) among Powell's Books Retirement 401(k) and Savings 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)$29M
Net Income$4M
Employer EIN930794762
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Powell's Books, Inc.)

Sponsor-wide plan assets over time

All Powell's Books, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 23.1625599152738% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.8M $30.5M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 257 $25M
2023 1 295 $29M
2024 1 311 $31M

Nearby 401(k) Plans in Oregon

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

Powell's Books Retirement 401(k) and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Powell's Books Retirement 401(k) and Savings Plan, Total assets ($B): 0.028577018 · Participants: 295Powell's Books Retirement 401(k) and Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Powell's Books Retirement 401(k) and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Powell's Books Retirement 401(k) and Savings Plan side-by-side with 3 peers →

Powell's Books Retirement 401(k) and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Fox Valley Fire & Safety Co., Inc. 401(k) Plan in IL ($29M); by covered participants it is Temporary Housing, Inc. 401(k) Profit Sharing Plan in AZ (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Powell's Books Retirement 401(k) and Savings Plan assets move in 2023? ▼
Powell's Books Retirement 401(k) and Savings Plan grew sharply - up 15.4% during 2023, from $25M to $29M. Reported net income was $4M.
How have Powell's Books, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Powell's Books, Inc.'s sponsor-wide assets grew 23.2%, from $25M to $31M.
Where does Powell's Books Retirement 401(k) and Savings Plan rank by assets among Form 5500 filers? ▼
Powell's Books Retirement 401(k) and Savings Plan ranks in the 79th 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 Powell's Books Retirement 401(k) and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fox Valley Fire & Safety Co., Inc. 401(k) Plan in IL ($29M, 326 participants).
Which 401(k) plans cover a similar participant headcount to Powell's Books Retirement 401(k) and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Temporary Housing, Inc. 401(k) Profit Sharing Plan in AZ (295 participants, $6M 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 930794762.

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.