401(k) · DOL Form 5500 · 2022

Ownersedge, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
328
Participants Below avg headcount
76th
Percentile by assets National rank
$55,824
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ownersedge, Inc. 401(k) Profit Sharing Plan · Sponsored by Ownersedge, Inc. · Wisconsin · Information & Media

$18M in assets, 328 participants

Ownersedge, Inc.'s Ownersedge, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 328 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #1,926 in Information & Media (2,911 peers)

Where Ownersedge, Inc. 401(k) Profit Sharing Plan sits by assets

Ownersedge, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $18M for 328 participants (~$55,824/participant), down 10.2% in 2022.

#1,926
in Information & Media (2,911 peers)
-10.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Ownersedge, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Ownersedge, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,310,287 Top 24% higher than 76% 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

Ownersedge, 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. Ownersedge, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (328 participants).

DOL schedule card

Filing strip 472035141 · Ownersedge, Inc. PY 2022 · 401(k)

Ownersedge, Inc. 401(k) Profit Sharing Plan · $18M · 328 · 76th

  • TYPE $18M
  • NET 328
  • BOOK 76th
  • VS-ST 401(k)
  • BOY near Radware Inc 401(k) Plan
  • SCH ind #1926

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 Information & Media retirement plans → · Plans in Wisconsin →

Ownersedge, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ownersedge, Inc. 401(k) Profit Sharing PlanOwnersedge, Inc. 401(k) Prof…$18MRadware Inc 401(k) Plan$18MAmsco Windows 401(k) Profit Sharing PlanAmsco Windows 401(k) Profit …$18MUnited Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership PlanUnited Bancorporation of Ala…$18MG & W Equipment, Inc. 401(k) Profit Sharing Plan and TrustG & W Equipment, Inc. 401(k)…$18M
End-of-year total assets ($M) among Ownersedge, 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)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN472035141
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ownersedge, Inc.)

Sponsor-wide plan assets over time

All Ownersedge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 22.696079944865673% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $86.9M $107M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 586 $87M
2023 2 593 $97M
2024 2 563 $107M

Nearby 401(k) Plans in Wisconsin

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

Ownersedge, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Ownersedge, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.018310287 · Participants: 328Ownersedge, Inc. 401(k) Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Ownersedge, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Ownersedge, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Radware Inc 401(k) Plan in NJ ($18M); by covered participants it is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (328 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (328 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 Ownersedge, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Ownersedge, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 10.2% during 2022, from $20M to $18M. Reported net income was -$2M.
How have Ownersedge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ownersedge, Inc.'s sponsor-wide assets grew 22.7%, from $87M to $107M.
Where does Ownersedge, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ownersedge, Inc. 401(k) Profit Sharing Plan ranks in the 76th 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 Ownersedge, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radware Inc 401(k) Plan in NJ ($18M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Ownersedge, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (328 participants, $19M 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 472035141.

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.