401(k) · DOL Form 5500 · 2024

Powell's Books, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
311
Participants Below avg headcount
78th
Percentile by assets National rank
$98,089
Avg per participant Below avg balance/head
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Official DOL plan name: Powell's Books Retirement 401(k) and Savings Plan · Sponsored by Powell's Books, Inc. · Oregon · Retail Trade

$31M in assets, 311 participants

Powell's Books, Inc.'s Powell's Books Retirement 401(k) and Savings Plan reported $31M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,956 in Retail Trade (8,048 peers)

Where Powell's Books Retirement 401(k) and Savings Plan sits by assets

Powell's Books Retirement 401(k) and Savings Plan sits in the top quartile of all filed plans by assets, $31M for 311 participants (~$98,089/participant), up 6.7% in 2024.

#6,956
in Retail Trade (8,048 peers)
+6.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Powell's Books Retirement 401(k) and Savings Plan's outsized position by total assets

Powell's Books Retirement 401(k) and Savings Plan vs every filed plan by assets

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

$30,505,797 Top 22% higher than 78% 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's Books Retirement 401(k) and Savings 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. Powell's Books Retirement 401(k) and Savings Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Powell's Books Retirement 401(k) and Savings Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Powell's Books Retirement 401(k) and Savings Plan end-of-year assets rose from $29M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Powell's Books Retirement 401(k) and Savings Plan reported participants rose from 295 in the plan year 2023 filing to 311 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930794762 · Powell's Books, Inc. PY 2024 · 401(k)

Powell's Books Retirement 401(k) and Savings Plan · $31M · 311 · 78th

  • EIN $31M
  • EIN 311
  • EIN 78th
  • EIN 401(k)
  • EIN near Mmgl 401(k) Plan
  • EIN ind #6956

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 Retail Trade retirement plans → · Plans in Oregon →

Powell's Books Retirement 401(k) and Savings Plan in the asset neighbourhood

Powell's Books Retirement 401(k) and Savings PlanPowell's Books Retirement 40…$31MMmgl 401(k) Plan$31MMassachusetts Nurses Association Retirement & Savings PlanMassachusetts Nurses Associa…$31MSapp Bros., Inc. Retirement PlanSapp Bros., Inc. Retirement …$31MMte Employee Savings and Retirement PlanMte Employee Savings and Ret…$31M
End-of-year total assets ($M) among Powell's Books Retirement 401(k) and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN930794762
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Powell's Books, Inc.)

Sponsor-wide plan assets over time

All Powell's Books, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 23.1625599152738% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.8M $30.5M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 257 $25M
2023 1 295 $29M
2024 1 311 $31M

Nearby 401(k) Plans in Oregon

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

Powell's Books Retirement 401(k) and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Powell's Books Retirement 401(k) and Savings Plan, Total assets ($B): 0.030505797 · Participants: 311Powell's Books Retirement 401(k) and Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Powell's Books Retirement 401(k) and Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Powell's Books Retirement 401(k) and Savings Plan side-by-side with 3 peers →

Powell's Books Retirement 401(k) and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Mmgl 401(k) Plan in WA ($31M); by covered participants it is Syscom, Inc. 401(k) Plan in CO (311 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (311 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's Books Retirement 401(k) and Savings Plan assets move in 2024? ▼
Powell's Books Retirement 401(k) and Savings Plan grew at a solid clip - up 6.7% during 2024, from $29M to $31M. Reported net income was $2M.
How have Powell's Books, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Powell's Books, Inc.'s sponsor-wide assets grew 23.2%, from $25M to $31M.
Where does Powell's Books Retirement 401(k) and Savings Plan rank by assets among Form 5500 filers? ▼
Powell's Books Retirement 401(k) and Savings Plan ranks in the 78th 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 Powell's Books Retirement 401(k) and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mmgl 401(k) Plan in WA ($31M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Powell's Books Retirement 401(k) and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Syscom, Inc. 401(k) Plan in CO (311 participants, N/A 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 930794762.

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.