Money Purchase · DOL Form 5500 · 2023
John Powell & Associates, Inc. Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 3
- Participants
- 42nd
- Percentile by assets
- $1.5M
- Avg per participant
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.
- 42nd percentile by assets (of 127,072 plans)
- #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.
- $4M
- total plan assets (2023 EOY)
- 3
- covered participants
- 42nd
- percentile by assets (of 127,072 plans)
- $1.5M
- avg assets per participant
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.
John Powell & Associates, Inc. across 3 plan years on file
Across the 3 plan years John Powell & Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $2M, a decline of 60.4%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2023 ($4M); trough: 2024 ($2M).
John Powell & Associates, Inc. multi-year asset trail
| 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.
John Powell & Associates - Profit Sharing Plan vs. nearby Money Purchase plans in Oregon, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to John Powell & Associates - Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did John Powell & Associates - Profit Sharing Plan assets move in 2023? ▼
How have John Powell & Associates, Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to John Powell & Associates - Profit Sharing Plan? ▼
Next read for John Powell & Associates - Profit Sharin…
Multi-year trail
Ways to act on John Powell & Associates - Profit Sharing Plan's numbers.
- By total assets, John Powell & Associates - Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Oregon. Compare plans
- John Powell & Associates, Inc.'s sponsor-wide assets have declined 60.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans