Back to filter
Original filing (PDF)20250326100155NAL0008484915001
POWELL INDUSTRIES, INC.
Form 5500-SF
FILING_RECEIVED
POWELL INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
12
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POWELL INDUSTRIES, INC..
Plan sponsor
Name
POWELL INDUSTRIES, INC.
EIN
91-1663041
Address
758 SOUTH AUTO MALL DR. · SUITE #2 · AMERICAN FORK, UT · 84003
Phone
(425) 226-4594
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-26
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
PROFESSIONAL VIDEO TECHNOLOGY, LLC
PROFESSIONAL VIDEO TECHNOLOGY 401(K) PLAN
$1.2M · 3 participants
OKMETIC, INC.
OKMETIC, INC. 401(K) RETIREMENT PLAN
$1.2M · 7 participants
MITTENTHAL & ASSOCIATES
MITTENTHAL & ASSOCIATES 401(K) PLAN
$1.2M · 6 participants
GREEN EARTH ELECTRONICS RECYCLING, LLC
GREEN EARTH ELECTRONICS RECYCLING 401(K) PLAN
$1.1M · 19 participants
UNITED FIBER AND DATA LLC
UNITED FIBER AND DATA LLC 401K RETIREMENT PLAN
$1.2M · 9 participants
SIMPLE SOURCING, LLC
SIMPLE SOURCING, LLC CASH BALANCE PLAN
$1.1M · 3 participants
Large plans in Utah
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET MUTUAL MASTER RETIREMENT PLAN
$7.1B · 9,784 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTH 401(K) PLAN
$6.8B · 69,032 participants
DESERET MUTUAL BENEFIT ADMINISTRATORS
DESERET 401(K) PLAN
$6.1B · 25,752 participants
INTERMOUNTAIN HEALTH CARE, INC.
INTERMOUNTAIN HEALTHCARE PENSION PLAN
$3.4B · 25,307 participants
ZIONS BANCORPORATION, NATIONAL ASSOCIATION
ZIONS BANCORPORATION, N.A. PAYSHELTER 401K AND EMPLOYEE STOCK OWNERSHIP PLAN
$1.9B · 10,518 participants
SKYWEST, INC.
SKYWEST, INC. EMPLOYEES' RETIREMENT PLAN
$1.4B · 15,517 participants