Powell Industries 401(k) and retirement plans

Powell Industries, Inc., Houston, TX. EIN 88-0106100. Annual reports 2009–2025. Also filed as Powell Industries, Inc.

Powell Industries, Inc. has one active retirement plan on file, the Powell Industries, Inc. Employees Incentive Savings Plan, with 3,178 participants and $291 million in assets in 2025. Fidelity has been its recordkeeper since 2015. No traditional pension plan appears in Powell Industries's filings since 2009.

Active plans: 1
Participants: 3,178
Plan assets: $291 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Manufacturing

All 2 plans

Active plans first

Powell Industries, Inc. Employees Incentive Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 88-0106100
Participants (2025): 3,178
Net assets (2025): $291 million
Recordkeeper: FidelityEarlier: Principal (2012–2014), Schwab (2009–2011)
Plan administrator: Powell Industries, Inc.
8550 Mosley Drive
Houston, TX 77075
(713) 947-4701As filed for 2025
In effect since: December 12, 1960

Plans merged into this one: Powell Industries, Inc. Employees Stock Ownership Plan (2010).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	3,178	$291 million	Fidelity
2024	2,711	$252 million	Fidelity
2023	2,532	$228 million	Fidelity
2022	2,098	$200 million	Fidelity
2021	1,974	$238 million	Fidelity
2020	2,045	$215 million	Fidelity
2019	2,307	$202 million	Fidelity
2018	2,094	$167 million	Fidelity
2017	1,835	$175 million	Fidelity
2016	2,112	$160 million	Fidelity
2015	2,525	$153 million	Fidelity
2014	2,380	$160 million	Principal
2013	2,661	$174 million	Principal
2012	2,595	$137 million	Principal
2011	2,688	$115 million	Schwab
2010	2,669	$115 million	Schwab
2009	3,071	$89.3 million	Schwab

Powell Industries, Inc. Employees Stock Ownership Plan

Employee stock ownership plan (ESOP)Merged

Merged. In 2010 its assets moved to the Powell Industries, Inc., sponsored by Powell Industries, Inc. (EIN 88-0106100, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 88-0106100
Participants (2009): 2,017
Net assets (2009): $14.6 million
Plan administrator: Powell Industries, Inc.
P.O. Box 12818
Houston, TX 77217
(713) 944-6900As filed for 2010
In effect since: January 1, 1992

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	2,017	$14.6 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Powell Industries, Inc. Employees Incentive Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((713) 947-4701). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Powell Industries, Inc. Employees Incentive Savings Plan

Powell Industries, Inc. Employees Stock Ownership Plan

If you had money in one of these plans

What these numbers are

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