401(k) · DOL Form 5500 · 2022

Owen, Little & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
44th
Percentile by assets National rank
$163,259
Avg per participant Above avg balance/head
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Official DOL plan name: Owen, Little & Associates, Inc. 401(k) Plan · Sponsored by Owen, Little & Associates, Inc. · New Jersey · Professional & Technical Services

$4M in assets, 22 participants

Owen, Little & Associates, Inc.'s Owen, Little & Associates, Inc. 401(k) Plan reported $4M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,906 in Professional & Technical Services (21,562 peers)

Owen, Little & Associates, Inc. multi-year trail

Owen, Little & Associates, Inc.'s plans moved +27.2% in assets from 2022 to 2024; this filing shows Owen, Little & Associates, Inc. 401(k) Plan at $4M / 22 participants.

#8,906
in Professional & Technical Services (21,562 peers)
-30.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Owen, Little & Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Owen, Little & Associates, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,591,687 44th percentile higher than 44% of 139,123 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 2022

Owen, Little & Associates, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owen, Little & Associates, Inc. 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 222430704 · Owen, Little & Associates, Inc. PY 2022 · 401(k)

Owen, Little & Associates, Inc. 401(k) Plan · $4M · 22 · 44th

  • PCT $4M
  • EIN 22
  • RANK 44th
  • PHOTO 401(k)
  • IND near Ghp Management 401(k) Plan
  • EOY ind #8906

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Owen, Little & Associates, Inc. 401(k) Plan in the asset neighbourhood

Owen, Little & Associates, Inc. 401(k) PlanOwen, Little & Associates, I…$4MGhp Management 401(k) Plan$4MAdvanced Management Strategies Group Retirement Savings PlanAdvanced Management Strategi…$4MRep Com International, L.L.C. Profit Sharing PlanRep Com International, L.L.C…$4MEventlink, LLC Retirement Savings PlanEventlink, LLC Retirement Sa…$4M
End-of-year total assets ($M) among Owen, Little & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Owen, Little & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Owen, Little & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.193600110477334% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.59M $4.57M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 28 $5M
2024 1 25 $5M

Owen, Little & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN222430704
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Owen, Little & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Owen, Little & Associates, Inc. 401(k) Plan, Total assets ($B): 0.003591687 · Participants: 22Owen, Little & Associates, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Owen, Little & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Owen, Little & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Owen, Little & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ghp Management 401(k) Plan in CA ($4M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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.

Frequently Asked Questions

How did Owen, Little & Associates, Inc. 401(k) Plan assets move in 2022? ▼
Owen, Little & Associates, Inc. 401(k) Plan contracted severely - down 30.8% during 2022, from $5M to $4M. Reported net income was -$2M.
How have Owen, Little & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owen, Little & Associates, Inc.'s sponsor-wide assets grew 27.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Owen, Little & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ghp Management 401(k) Plan in CA ($4M, 305 participants).
Which 401(k) plans cover a similar participant headcount to Owen, Little & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222430704.

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.