401(k) · DOL Form 5500 · 2022

Employee-Owned Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
380
Participants Below avg headcount
82nd
Percentile by assets National rank
$72,410
Avg per participant Below avg balance/head
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Official DOL plan name: Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan · Sponsored by Employee-Owned Companies, Inc. · Texas · Wholesale Trade

$28M in assets, 380 participants

Employee-Owned Companies, Inc.'s Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan reported $28M in total assets and 380 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #5,542 in Wholesale Trade (6,843 peers)

Where Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan sits by assets

Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 380 participants (~$72,410/participant), down 17.3% in 2022.

#5,542
in Wholesale Trade (6,843 peers)
-17.3%
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.

Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,515,969 Top 18% higher than 82% 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

Employee-Owned Companies, Inc. 401(k) Profit Sharing 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. Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (380 participants).

Plan-year Form 5500 strip

Filing strip 812641950 · Employee-Owned Companies, Inc. PY 2022 · 401(k)

Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan · $28M · 380 · 82nd

  • SCH $28M
  • SCH 380
  • SCH 82nd
  • SCH 401(k)
  • SCH near Abc Fitness Solutions, LLC 401(k) Retirement Savings Plan
  • SCH ind #5542

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 Wholesale Trade retirement plans → · Plans in Texas →

Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Employee-Owned Companies, Inc. 401(k) Profit Sharing PlanEmployee-Owned Companies, In…$28MAbc Fitness Solutions, LLC 401(k) Retirement Savings PlanAbc Fitness Solutions, LLC 4…$28MFs-Elliott Co., LLC Safe Harbor 401(k) and Profit Sharing PlanFs-Elliott Co., LLC Safe Har…$28MScheffel Boyle 401(k) Profit Sharing PlanScheffel Boyle 401(k) Profit…$28MNorth Hawaii Community Hospital, Inc. 401(k) PlanNorth Hawaii Community Hospi…$28M
End-of-year total assets ($M) among Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN812641950
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee-Owned Companies, Inc.)

Sponsor-wide plan assets over time

All Employee-Owned Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 89.4565292702465% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $96.5M $10.2M ▼ -89.5%
Year Plans Participants Total Assets
2022 2 725 $97M
2023 2 712 $50M
2024 1 305 $10M

Nearby 401(k) Plans in Texas

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

Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.027515969 · Participants: 380Employee-Owned Companies, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Abc Fitness Solutions, LLC 401(k) Retirement Savings Plan in AR ($28M); by covered participants it is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.3% during 2022, from $33M to $28M. Reported net income was -$6M.
How have Employee-Owned Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee-Owned Companies, Inc.'s sponsor-wide assets declined 89.5%, from $97M to $10M.
Where does Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abc Fitness Solutions, LLC 401(k) Retirement Savings Plan in AR ($28M, 584 participants).
Which 401(k) plans cover a similar participant headcount to Employee-Owned Companies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 participants, N/A 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 812641950.

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.