Profit Sharing · DOL Form 5500 · 2024

Powell B. Gillenwater III, Ltd. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Powell B. Gillenwater III, Ltd. Profit Sharing Plan · Sponsored by Powell B. Gillenwater III, Ltd. · Arizona · Real Estate

$4M in assets, 2 participants

Powell B. Gillenwater III, Ltd.'s Powell B. Gillenwater III, Ltd. Profit Sharing Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,588 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Powell B. Gillenwater III, Ltd. Profit Sharing Plan ranks #2,588 of 4,605 2024 filers by assets (735% of the sector average)-$4M for 2 participants.

#2,588
in Real Estate (4,605 peers)
+7.4%
assets growth YoY

Powell B. Gillenwater III, Ltd. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Powell B. Gillenwater III, Ltd. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,530,602 36th percentile higher than 36% of 123,620 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 2024

Powell B. Gillenwater III, Ltd. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Powell B. Gillenwater III, Ltd. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Powell B. Gillenwater III, Ltd. Profit Sharing Plan reported net income fell from $363K in the plan year 2023 filing to $245K in the plan year 2024 filing.
  • Powell B. Gillenwater III, Ltd. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860527539 · Powell B. Gillenwater III, Ltd. PY 2024 · Profit Sharing

Powell B. Gillenwater III, Ltd. Profit Sharing Plan · $4M · 2 · 36th

  • IND $4M
  • EOY 2
  • 5500 36th
  • ASSETS Profit Sharing
  • PCT near Steven B. Lieberman Profit Sharing Plan
  • EIN ind #2588

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 Arizona →

Powell B. Gillenwater III, Ltd. Profit Sharing Plan in the asset neighbourhood

Innovative Emergency Management, Inc. Puerto Rico Retirement Savings PlanInnovative Emergency Managem…$4MPowell B. Gillenwater III, Ltd. Profit Sharing PlanPowell B. Gillenwater III, L…$4MSteven B. Lieberman Profit Sharing PlanSteven B. Lieberman Profit S…$4MLucky Scent Inc Profit Sharing PlanLucky Scent Inc Profit Shari…$4MHeller, Heller & Mccoy Profit Sharing PlanHeller, Heller & Mccoy Profi…$4M
End-of-year total assets ($M) among Powell B. Gillenwater III, Ltd. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$245K
Employer EIN860527539
Plan Effective Date2011-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Powell B. Gillenwater III, Ltd.)

Sponsor-wide plan assets over time

All Powell B. Gillenwater III, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 20.811771424778065% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.92M $3.53M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $4M

Nearby Profit Sharing Plans in Arizona

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

Powell B. Gillenwater III, Ltd. Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20020406080 Total assets ($M) Participants Powell B. Gillenwater III, Ltd. Profit Sharing Plan, Total assets ($M): 3.530602 · Participants: 2Powell B. Gillenwater III, Ltd. Profit Sharing PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
Powell B. Gillenwater III, Ltd. Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Powell B. Gillenwater III, Ltd. Profit Sharing Plan side-by-side with 3 peers →

Powell B. Gillenwater III, Ltd. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Steven B. Lieberman Profit Sharing Plan in NJ ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Powell B. Gillenwater III, Ltd. Profit Sharing Plan assets move in 2024? ▼
Powell B. Gillenwater III, Ltd. Profit Sharing Plan grew at a solid clip - up 7.4% during 2024, from $3M to $4M. Reported net income was $245K.
How have Powell B. Gillenwater III, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Powell B. Gillenwater III, Ltd.'s sponsor-wide assets grew 20.8%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Powell B. Gillenwater III, Ltd. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Steven B. Lieberman Profit Sharing Plan in NJ ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Powell B. Gillenwater III, Ltd. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860527539.

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.