401(k) · DOL Form 5500 · 2024

Powerhouse Retail Services, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
702
Participants Below avg headcount
75th
Percentile by assets National rank
$36,555
Avg per participant Low balance/head
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Official DOL plan name: Powerhouse Retail Services 401(k) Plan · Sponsored by Powerhouse Retail Services, LLC · Texas · Professional & Technical Services

$26M in assets, 702 participants

Powerhouse Retail Services, LLC's Powerhouse Retail Services 401(k) Plan reported $26M in total assets and 702 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,059 in Professional & Technical Services (20,173 peers)

Where Powerhouse Retail Services 401(k) Plan sits by assets

Powerhouse Retail Services 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 702 participants (~$36,555/participant), down 5.4% in 2024.

#15,059
in Professional & Technical Services (20,173 peers)
-5.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Powerhouse Retail Services 401(k) Plan's outsized position by total assets

Powerhouse Retail Services 401(k) Plan vs every filed plan by assets

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

$25,661,568 Top 25% higher than 75% 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

Powerhouse Retail Services 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. Powerhouse Retail Services 401(k) Plan sits mid-pack in the medium band (702 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Powerhouse Retail Services 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Powerhouse Retail Services 401(k) Plan reported participants fell from 795 in the plan year 2023 filing to 702 in the plan year 2024 filing.
  • Powerhouse Retail Services 401(k) Plan end-of-year assets fell from $27M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 260761398 · Powerhouse Retail Services, LLC PY 2024 · 401(k)

Powerhouse Retail Services 401(k) Plan · $26M · 702 · 75th

  • PART $26M
  • TYPE 702
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Central Ohio Farmers Co-Op, Inc. /
  • BOY ind #15059

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 Texas →

Powerhouse Retail Services 401(k) Plan in the asset neighbourhood

Powerhouse Retail Services 401(k) PlanPowerhouse Retail Services 4…$26MCentral Ohio Farmers Co-Op, Inc. /Central Ohio Farmers Co-Op, …$26MFirstup, Inc. 401(k)Plan$26MVirginia Health Services, Inc. Retirement PlanVirginia Health Services, In…$26MWilliams Form Engineering Corporation 401(k) PlanWilliams Form Engineering Co…$26M
End-of-year total assets ($M) among Powerhouse Retail Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$1M
Employer EIN260761398
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Powerhouse Retail Services, LLC)

Sponsor-wide plan assets over time

All Powerhouse Retail Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 0.6809595337100727% vs 2022
2024 filing year
$25M$25.5M$26M$26.5M$27M$27.5M 202220232024 $25.5M $25.7M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 667 $25M
2023 1 795 $27M
2024 1 702 $26M

Nearby 401(k) Plans in Texas

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

Powerhouse Retail Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Powerhouse Retail Services 401(k) Plan, Total assets ($B): 0.025661568 · Participants: 702Powerhouse Retail Services 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
Powerhouse Retail Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Powerhouse Retail Services 401(k) Plan side-by-side with 3 peers →

Powerhouse Retail Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Central Ohio Farmers Co-Op, Inc. / in OH ($26M); by covered participants it is Heffernan Insurance Brokers 401(k) Plan in CA (702 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (702 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 Powerhouse Retail Services 401(k) Plan assets move in 2024? ▼
Powerhouse Retail Services 401(k) Plan pulled back noticeably - down 5.4% during 2024, from $27M to $26M. Reported net income was -$1M.
How have Powerhouse Retail Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Powerhouse Retail Services, LLC's sponsor-wide assets grew 0.7%, from $25M to $26M.
Where does Powerhouse Retail Services 401(k) Plan rank by assets among Form 5500 filers? ▼
Powerhouse Retail Services 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Powerhouse Retail Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Ohio Farmers Co-Op, Inc. / in OH ($26M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Powerhouse Retail Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heffernan Insurance Brokers 401(k) Plan in CA (702 participants, $130M 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 260761398.

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.