401(k) · DOL Form 5500 · 2024

Powers and Sons, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
270
Participants Below avg headcount
66th
Percentile by assets National rank
$59,266
Avg per participant Low balance/head
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Official DOL plan name: Powers and Sons, LLC 401(k) Plan · Sponsored by Powers and Sons, LLC · Ohio · Manufacturing

$16M in assets, 270 participants

Powers and Sons, LLC's Powers and Sons, LLC 401(k) Plan reported $16M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #9,616 in Manufacturing (17,777 peers)

Coverage in Ohio

Powers and Sons, LLC 401(k) Plan covers 270 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $16M.

#9,616
in Manufacturing (17,777 peers)
-12.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Powers and Sons, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Powers and Sons, LLC 401(k) Plan vs every filed plan by assets

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

$16,001,771 Top 34% higher than 66% 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

Powers and Sons, LLC 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. Powers and Sons, LLC 401(k) Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Powers and Sons, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Powers and Sons, LLC 401(k) Plan reported participants fell from 384 in the plan year 2023 filing to 270 in the plan year 2024 filing.
  • Powers and Sons, LLC 401(k) Plan end-of-year assets fell from $18M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 331009205 · Powers and Sons, LLC PY 2024 · 401(k)

Powers and Sons, LLC 401(k) Plan · $16M · 270 · 66th

  • VS-ST $16M
  • BOY 270
  • SCH 66th
  • EBSA 401(k)
  • PART near Virtium, LLC Profit Sharing 401(k) Plan
  • TYPE ind #9616

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 Manufacturing retirement plans → · Plans in Ohio →

Powers and Sons, LLC 401(k) Plan in the asset neighbourhood

Powers and Sons, LLC 401(k) PlanPowers and Sons, LLC 401(k) …$16MVirtium, LLC Profit Sharing 401(k) PlanVirtium, LLC Profit Sharing …$16MSt. Anne's Credit Union 401(k) Retirement PlanSt. Anne's Credit Union 401(…$16MCarolina Meadows 403(b) Retirement PlanCarolina Meadows 403(b) Reti…$16MPlastic Surgery Center of Huntsville, Inc 401(k) Profit Sharing PlanPlastic Surgery Center of Hu…$16M
End-of-year total assets ($M) among Powers and Sons, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN331009205
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Powers and Sons, LLC)

Sponsor-wide plan assets over time

All Powers and Sons, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 5.549447773326763% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16.9M $16M ▼ -5.5%
Year Plans Participants Total Assets
2022 1 621 $17M
2023 1 384 $18M
2024 1 270 $16M

Nearby 401(k) Plans in Ohio

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

Powers and Sons, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Powers and Sons, LLC 401(k) Plan, Total assets ($B): 0.016001771 · Participants: 270Powers and Sons, LLC 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Powers and Sons, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Powers and Sons, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Virtium, LLC Profit Sharing 401(k) Plan in CA ($16M); by covered participants it is Frac Shack America 401(k) Retirement Plan in CO (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Powers and Sons, LLC 401(k) Plan assets move in 2024?
Powers and Sons, LLC 401(k) Plan pulled back noticeably - down 12.7% during 2024, from $18M to $16M. Reported net income was -$2M.
How have Powers and Sons, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Powers and Sons, LLC's sponsor-wide assets declined 5.5%, from $17M to $16M.
Which 401(k) plans are similar in size to Powers and Sons, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Virtium, LLC Profit Sharing 401(k) Plan in CA ($16M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Powers and Sons, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Frac Shack America 401(k) Retirement Plan in CO (270 participants, $648K in assets).