401(k) · DOL Form 5500 · 2024

Potter Holdings Inc 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
430
Participants Below avg headcount
71st
Percentile by assets National rank
$47,362
Avg per participant Low balance/head
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Official DOL plan name: Potter Holdings, Inc. 401(k) Plan · Sponsored by Potter Holdings Inc · Texas · Construction

$20M in assets, 430 participants

Potter Holdings Inc's Potter Holdings, Inc. 401(k) Plan reported $20M in total assets and 430 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,283 in Construction (9,039 peers)

Potter Holdings Inc multi-year trail

Potter Holdings Inc's plans moved +34.8% in assets from 2022 to 2024; this filing shows Potter Holdings, Inc. 401(k) Plan at $20M / 430 participants.

#6,283
in Construction (9,039 peers)
+14.3%
assets growth YoY

Potter Holdings, Inc. 401(k) Plan's outsized position by total assets

Potter Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$20,365,800 Top 29% higher than 71% 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

Potter Holdings, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Potter Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (430 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Potter Holdings, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Potter Holdings, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Potter Holdings, Inc. 401(k) Plan reported participants fell from 435 in the plan year 2023 filing to 430 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 751868716 · Potter Holdings Inc PY 2024 · 401(k)

Potter Holdings, Inc. 401(k) Plan · $20M · 430 · 71st

  • NET $20M
  • NET 430
  • NET 71st
  • NET 401(k)
  • NET near Jackson Spalding, Inc. Profit Sharing 401(k) Plan
  • NET ind #6283

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 Construction retirement plans → · Plans in Texas →

Potter Holdings, Inc. 401(k) Plan in the asset neighbourhood

Potter Holdings, Inc. 401(k) PlanPotter Holdings, Inc. 401(k)…$20MJackson Spalding, Inc. Profit Sharing 401(k) PlanJackson Spalding, Inc. Profi…$20MRedis Labs Inc. 401(k) Plan$20MModere, Inc. 401(k) Profit Sharing PlanModere, Inc. 401(k) Profit S…$20MVasko Electric, Inc. 401(k) Profit Sharing PlanVasko Electric, Inc. 401(k) …$20M
End-of-year total assets ($M) among Potter Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Potter Holdings Inc multi-year asset trail

Sponsor-wide plan assets over time

All Potter Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 34.76030051987708% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $20.4M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 455 $15M
2023 1 435 $18M
2024 1 430 $20M

Potter Holdings Inc filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN751868716
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Potter Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Potter Holdings, Inc. 401(k) Plan, Total assets ($B): 0.0203658 · Participants: 430Potter Holdings, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Potter Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Potter Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Potter Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Jackson Spalding, Inc. Profit Sharing 401(k) Plan in GA ($20M); by covered participants it is Vericity Holdings, Inc. 401(k) Plan in IL (430 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Potter Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Potter Holdings, Inc. 401(k) Plan grew at a solid clip - up 14.3% during 2024, from $18M to $20M. Reported net income was $3M.
How have Potter Holdings Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Potter Holdings Inc's sponsor-wide assets grew 34.8%, from $15M to $20M.
Which 401(k) plans are similar in size to Potter Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jackson Spalding, Inc. Profit Sharing 401(k) Plan in GA ($20M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Potter Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vericity Holdings, Inc. 401(k) Plan in IL (430 participants, $45M 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 751868716.

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.