401(k) · DOL Form 5500 · 2022
Owens Harkey & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $42,215
- Avg per participant Low balance/head
Official DOL plan name: Oh Partners Retirement Plan · Sponsored by Owens Harkey & Associates, LLC · Arizona · Professional & Technical Services
$5M in assets, 122 participants
Owens Harkey & Associates, LLC's Oh Partners Retirement Plan reported $5M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #10,581 in Professional & Technical Services (21,562 peers)
Coverage in Arizona
Oh Partners Retirement Plan covers 122 participants in Arizona, about 22% of the average Arizona filer (state average ~564 per filing). Assets: $5M.
- #10,581
- in Professional & Technical Services (21,562 peers)
- +5.4%
- assets growth YoY
Oh Partners Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Oh Partners Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,150,278 Top 49% higher than 51% 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
Oh Partners Retirement 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. Oh Partners Retirement Plan sits mid-pack in the medium band (122 participants).
Plan-year Form 5500 strip
Filing strip 262454801 · Owens Harkey & Associates, LLC PY 2022 · 401(k)
Oh Partners Retirement Plan · $5M · 122 · 51st
- NET $5M
- NET 122
- NET 51st
- NET 401(k)
- NET near Structural Engineering Associates, Inc. 401(k) Plan
- NET ind #10581
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 Arizona →
Oh Partners Retirement Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $262K |
| Employer EIN | 262454801 |
| Plan Effective Date | 2017-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Owens Harkey & Associates, LLC)
Sponsor-wide plan assets over time
All Owens Harkey & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 63.302116895437486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $5M |
| 2023 | 1 | 119 | $7M |
| 2024 | 1 | 102 | $8M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Oh Partners Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Structural Engineering Associates, Inc. 401(k) Plan in TX ($5M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Structural Engineering Associates, Inc. 401(k) Plan (TX) $5M · 42
- Flywire Retirement Plan (MA) $5M · 132
- Aptude, Inc. 401(k) Plan (IL) $5M · 52
- Clancy Moving Systems, Inc. 401(k) Plan (NY) $5M · 168
Similar participant headcount
Nearest other-state filings by covered participants (122 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.