401(k) · DOL Form 5500 · 2023

Potluck Hospitality 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
114
Participants Small participant base
28th
Percentile by assets National rank
$13,563
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Potluck Hospitality 401(k) Profit Sharing Plan & Trust · Sponsored by Potluck Hospitality · Texas · Management of Enterprises

$2M in assets, 114 participants

Potluck Hospitality's Potluck Hospitality 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #177 in Management of Enterprises (1,137 peers)

Coverage in Texas

Potluck Hospitality 401(k) Profit Sharing Plan & Trust covers 114 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#177
in Management of Enterprises (1,137 peers)
-$31K
reported net income

The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Potluck Hospitality 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Potluck Hospitality 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,546,173 28th percentile higher than 28% 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

Potluck Hospitality 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. Potluck Hospitality 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (114 participants).

DOL schedule card

Filing strip 270673249 · Potluck Hospitality PY 2023 · 401(k)

Potluck Hospitality 401(k) Profit Sharing Plan & Trust · $2M · 114 · 28th

  • IND $2M
  • EOY 114
  • 5500 28th
  • ASSETS 401(k)
  • PCT near Robert Mckeown Company, Inc. Profit Sharing/401(k) Plan
  • EIN ind #177

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 Management of Enterprises retirement plans → · Plans in Texas →

Potluck Hospitality 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Potluck Hospitality 401(k) Profit Sharing Plan & TrustPotluck Hospitality 401(k) P…$2MRobert Mckeown Company, Inc. Profit Sharing/401(k) PlanRobert Mckeown Company, Inc.…$2MAcretrader 401(k) Plan$2MO'mara Financial 401(k) Profit Sharing PlanO'mara Financial 401(k) Prof…$2MAsian Human Services D.B.a Trellus 401(k) PlanAsian Human Services D.B.a T…$2M
End-of-year total assets ($M) among Potluck Hospitality 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)N/A
Net Assets (End of Year)$2M
Net Income-$31K
Employer EIN270673249
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Potluck Hospitality)

Sponsor-wide plan assets over time

All Potluck Hospitality plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 20232024 $1.55M $0M ▼ -100.0%
Year Plans Participants Total Assets
2023 1 114 $2M
2024 1 N/A N/A

Nearby 401(k) Plans in Texas

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

Potluck Hospitality 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 ($B) Participants Potluck Hospitality 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001546173 · Participants: 114Potluck Hospitality 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
Potluck Hospitality 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Potluck Hospitality 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Potluck Hospitality 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 Robert Mckeown Company, Inc. Profit Sharing/401(k) Plan in NJ ($2M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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

Which 401(k) plans are similar in size to Potluck Hospitality 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Robert Mckeown Company, Inc. Profit Sharing/401(k) Plan in NJ ($2M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Potluck Hospitality 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 participants, N/A 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 270673249.

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.