401(k)
2024 plan-year 401(k) DOL Form 5500

Powell's Books Retirement 401(k) and Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Powell's Books, Inc. · Oregon · Retail Trade

What the 2023 filing shows

Powell's Books Retirement 401(k) and Savings Plan holds $31M for 311 participants — about $98,089 per participant, up 6.7% over the 2024 plan year.

$31M
total plan assets (2024 EOY)
311
covered participants
$98,089
avg assets per participant
+6.7%
assets growth YoY
Total Assets (2023)
$31M
Participants
311
State
Industry
Retail Trade

What the Filing Says About Powell's Books Retirement 401(k) and Savings Plan

Powell's Books Retirement 401(k) and Savings Plan is a 401(k) retirement plan sponsored by Powell's Books, Inc., headquartered in Oregon. As of the 2024 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 311 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 930794762, and the plan has been effective since 1983-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2024 to $31M at year-end — a gain of 6.7%. Net assets (after liabilities) closed the year at $31M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$29M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$2M
Plan Type401(k)
Employer EIN930794762
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 1 257 $25M
2023 1 295 $29M
2024 1 311 $31M

Nearby 401(k) Plans in Oregon

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Frequently Asked Questions

How much money is in the Powell's Books Retirement 401(k) and Savings Plan?
As of the 2024 Form 5500 filing, Powell's Books Retirement 401(k) and Savings Plan holds $31M in total assets with 311 participants. It is sponsored by Powell's Books, Inc..
What type of plan is Powell's Books Retirement 401(k) and Savings Plan?
Powell's Books Retirement 401(k) and Savings Plan is a 401(k) plan. It has been effective since 1983-07-01. The plan is filed with the U.S. Department of Labor under EIN 930794762.
Who sponsors the Powell's Books Retirement 401(k) and Savings Plan?
Powell's Books Retirement 401(k) and Savings Plan is sponsored by Powell's Books, Inc., located in Oregon. The sponsor's EIN is 930794762 and the plan operates in the Retail Trade industry.
How did Powell's Books Retirement 401(k) and Savings Plan perform in 2024?
Powell's Books Retirement 401(k) and Savings Plan grew by 6.7% during 2024, moving from $29M to $31M in total assets. Net income was $2M.
Where can I find official filings for Powell's Books Retirement 401(k) and Savings Plan?
Official Form 5500 filings for Powell's Books Retirement 401(k) and Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930794762 or plan name at efast.dol.gov.
How does Powell's Books Retirement 401(k) and Savings Plan compare to other plans?
You can compare Powell's Books Retirement 401(k) and Savings Plan against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.