401(k) · DOL Form 5500 · 2022
Octo Consulting Group, LLC 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 598
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $87,419
- Avg per participant Below avg balance/head
Official DOL plan name: Octo Consulting Group 401(k) Plan · Sponsored by Octo Consulting Group, LLC · Virginia · Professional & Technical Services
$52M in assets, 598 participants
Octo Consulting Group, LLC's Octo Consulting Group 401(k) Plan reported $52M in total assets and 598 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #19,279 in Professional & Technical Services (21,562 peers)
Where Octo Consulting Group 401(k) Plan sits by assets
Octo Consulting Group 401(k) Plan sits in the top quartile of all filed plans by assets, $52M for 598 participants (~$87,419/participant), up 30.9% in 2022.
- #19,279
- in Professional & Technical Services (21,562 peers)
- +30.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Octo Consulting Group 401(k) Plan's outsized position by total assets
Octo Consulting Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$52,276,619 Top 12% higher than 88% 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
Octo Consulting Group 401(k) 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. Octo Consulting Group 401(k) Plan sits mid-pack in the medium band (598 participants).
Plan-year Form 5500 strip
Filing strip 204658157 · Octo Consulting Group, LLC PY 2022 · 401(k)
Octo Consulting Group 401(k) Plan · $52M · 598 · 88th
- IND $52M
- IND 598
- IND 88th
- IND 401(k)
- IND near The Lampo Group, LLC 401(k) Plan
- IND ind #19279
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 Virginia →
Octo Consulting Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | -$4M |
| Employer EIN | 204658157 |
| Plan Effective Date | 2008-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Octo Consulting Group, LLC)
Sponsor-wide plan assets over time
All Octo Consulting Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $135M 157.60287404967792% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 598 | $52M |
| 2023 | 2 | 2,357 | $135M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Octo Consulting Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is The Lampo Group, LLC 401(k) Plan in TN ($52M); by covered participants it is Sac Wireless, LLC 401(k) Profit Sharing Plan in IL (598 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- The Lampo Group, LLC 401(k) Plan (TN) $52M · 1,048
- Ronetco Supermarkets, Inc. Thrift Savings 401(k) Plan (NJ) $52M · 302
- The Windquest Group 401(k) Retirement Savings Plan (MI) $52M · 1,303
- American Securities LLC 401(k) Savings Plan (NY) $52M · 142
Similar participant headcount
Nearest other-state filings by covered participants (598 participants); asset peers above are excluded.
- Sac Wireless, LLC 401(k) Profit Sharing Plan (IL) 598 · 0 off
- John Deere Kernersville, LLC Employees' Savings and Retirement Plan (NC) 598 · 0 off
- Fogelman Properties 401(k) Plan (TN) 598 · 0 off
- Full Circle Fiber Partners 401(k) Plan (FL) 598 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.