Money Purchase · DOL Form 5500 · 2023
John Powell & Associates, Inc. Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: John Powell & Associates - Profit Sharing Plan · Sponsored by John Powell & Associates, Inc. · Oregon · Professional & Technical Services
$4M in assets, 3 participants
John Powell & Associates, Inc.'s John Powell & Associates - Profit Sharing Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,043 in Professional & Technical Services (20,321 peers)
John Powell & Associates, Inc. multi-year trail
John Powell & Associates, Inc.'s plans moved -60.4% in assets from 2022 to 2024; this filing shows John Powell & Associates - Profit Sharing Plan at $4M / 3 participants.
- #8,043
- in Professional & Technical Services (20,321 peers)
- +15.7%
- assets growth YoY
John Powell & Associates - Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
John Powell & Associates - Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,416,720 42nd percentile higher than 42% 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
John Powell & Associates - Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Powell & Associates - Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- John Powell & Associates - Profit Sharing Plan reported net income rose from -$22K in the plan year 2022 filing to $600K in the plan year 2023 filing.
- John Powell & Associates - Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 930862834 · John Powell & Associates, Inc. PY 2023 · Money Purchase
John Powell & Associates - Profit Sharing Plan · $4M · 3 · 42nd
- EIN $4M
- RANK 3
- PHOTO 42nd
- IND Money Purchase
- EOY near Thomas F Panichella Md PC Money Purchase Pension Plan
- 5500 ind #8043
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 Oregon →
John Powell & Associates - Profit Sharing Plan in the asset neighbourhood
John Powell & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All John Powell & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 60.42999404721981% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $4M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $2M |
John Powell & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $600K |
| Employer EIN | 930862834 |
| Plan Effective Date | 1985-11-05 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Oregon
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- International Brotherhood of Electrical Workers District No.9 Pension Plan $2.3B · 28,784
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect $966M · 1,517
- Cascade Pension Trust Money Purchase Pension Plan $375M · 2,092
- Samaritan Health Services Retirement Plan $289M · 5,389
- Local Union 598 Supplemental Pension Plan $143M · 611
John Powell & Associates - Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Oregon, the nearest Money Purchase by assets is Thomas F Panichella Md PC Money Purchase Pension Plan in NY ($4M); by covered participants it is Michelle Kwan Money Purchase Plan in CA (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Michelle Kwan Money Purchase Plan (CA) 3 · 0 off
- Day & Night Delivery, Inc. Money Purchase Pension Plan (CA) 3 · 0 off
- The Ms Group Money Purchase Plan and Trust (MS) 3 · 0 off
- Software Plus P-S Plan (MI) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.