401(k) · DOL Form 5500 · 2022
Owl Companies 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 1,127
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $22,418
- Avg per participant Low balance/head
Official DOL plan name: Owl Companies 401(k) Plan · Sponsored by Owl Companies · California · Professional & Technical Services
$25M in assets, 1,127 participants
Owl Companies's Owl Companies 401(k) Plan reported $25M in total assets and 1,127 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.
- #17,504 in Professional & Technical Services (21,562 peers)
Where Owl Companies 401(k) Plan sits by assets
Owl Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 1,127 participants (~$22,418/participant), down 22.2% in 2022.
- #17,504
- in Professional & Technical Services (21,562 peers)
- -22.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Owl Companies 401(k) Plan's outsized position by total assets
Owl Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,265,524 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
Owl Companies 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owl Companies 401(k) Plan lands in the large band (1,127 participants).
Form 5500 schedule snapshot
Filing strip 951073804 · Owl Companies PY 2022 · 401(k)
Owl Companies 401(k) Plan · $25M · 1,127 · 81st
- PHOTO $25M
- IND 1,127
- EOY 81st
- 5500 401(k)
- ASSETS near Horizon Telcom 401(k) Plan
- PCT ind #17504
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 California →
Owl Companies 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$7M |
| Employer EIN | 951073804 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Owl Companies)
Sponsor-wide plan assets over time
All Owl Companies plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 15.038682752037916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,127 | $25M |
| 2023 | 1 | 1,206 | $28M |
| 2024 | 1 | 1,045 | $29M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Owl Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Horizon Telcom 401(k) Plan in OH ($25M); by covered participants it is Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust in OR (1,127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Horizon Telcom 401(k) Plan (OH) $25M · 173
- Graphics-Atlanta, LLC 401(k) Profit Sharing Plan (GA) $25M · 433
- Olive Ai, Inc. 401(k) Plan (OH) $25M · 1,215
- Utica Enterprises, Inc. 401(k) Plan (MI) $25M · 262
Similar participant headcount
Nearest other-state filings by covered participants (1,127 participants); asset peers above are excluded.
- Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust (OR) 1,127 · 0 off
- Mondi Retirement Savings Plan USA (IL) 1,127 · 0 off
- Agri Beef Co. Profit Sharing Plan and Trust (ID) 1,127 · 0 off
- Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan (AL) 1,126 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.