401(k) · DOL Form 5500 · 2022
Owen Electric Cooperative, Inc. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 126
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $207,167
- Avg per participant Above avg balance/head
Official DOL plan name: Owen Electric Cooperative Employee Savings and Protection Plan · Sponsored by Owen Electric Cooperative, Inc. · Kentucky · Utilities
$26M in assets, 126 participants
Owen Electric Cooperative, Inc.'s Owen Electric Cooperative Employee Savings and Protection Plan reported $26M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #323 in Utilities (738 peers)
Coverage in Kentucky
Owen Electric Cooperative Employee Savings and Protection Plan covers 126 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $26M.
- #323
- in Utilities (738 peers)
- -19.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Owen Electric Cooperative Employee Savings and Protection Plan's outsized position by total assets
Owen Electric Cooperative Employee Savings and Protection Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,103,003 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Owen Electric Cooperative Employee Savings and Protection Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owen Electric Cooperative Employee Savings and Protection Plan sits mid-pack in the medium band (126 participants).
DOL schedule card
Filing strip 610299615 · Owen Electric Cooperative, Inc. PY 2022 · 401(k)
Owen Electric Cooperative Employee Savings and Protection Plan · $26M · 126 · 81st
- EIN $26M
- EIN 126
- EIN 81st
- EIN 401(k)
- EIN near Lereta, LLC 401(k) Plan
- EIN ind #323
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 Utilities retirement plans → · Plans in Kentucky →
Owen Electric Cooperative Employee Savings and Protection Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$6M |
| Employer EIN | 610299615 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Owen Electric Cooperative, Inc.)
Sponsor-wide plan assets over time
All Owen Electric Cooperative, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 39.031558935958444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $26M |
| 2023 | 1 | 123 | $31M |
| 2024 | 1 | 123 | $36M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Owen Electric Cooperative Employee Savings and Protection Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Lereta, LLC 401(k) Plan in CA ($26M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Lereta, LLC 401(k) Plan (CA) $26M · 806
- New Jersey Nursing Home 401(k) and Profit Sharing Plan (NJ) $26M · 2,463
- Otelco Telephone, LLC Savings Trust (AL) $26M · 439
- Locke Supply Co. 401(k) Plan (OK) $26M · 1,171
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.