401(k) · DOL Form 5500 · 2022

Owen J. Flanagan & Company LLP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
8
Participants Small participant base
57th
Percentile by assets National rank
$873,183
Avg per participant High balance/head
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Official DOL plan name: Owen J Flanagan & Company 401(k) · Sponsored by Owen J. Flanagan & Company LLP · New York · Professional & Technical Services

$7M in assets, 8 participants

Owen J. Flanagan & Company LLP's Owen J Flanagan & Company 401(k) reported $7M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #12,007 in Professional & Technical Services (21,562 peers)

Owen J. Flanagan & Company LLP multi-year trail

Owen J. Flanagan & Company LLP's plans moved +30.6% in assets from 2022 to 2024; this filing shows Owen J Flanagan & Company 401(k) at $7M / 8 participants.

#12,007
in Professional & Technical Services (21,562 peers)
-8.6%
assets change YoY

The plan reported a net loss of $657K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Owen J Flanagan & Company 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers

Owen J Flanagan & Company 401(k) vs every filed plan by assets

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

$6,985,466 Top 43% higher than 57% 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

Owen J Flanagan & Company 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owen J Flanagan & Company 401(k) is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 132060851 · Owen J. Flanagan & Company LLP PY 2022 · 401(k)

Owen J Flanagan & Company 401(k) · $7M · 8 · 57th

  • EIN $7M
  • RANK 8
  • PHOTO 57th
  • IND 401(k)
  • EOY near Kids Care Dental Group 401(k) Plan
  • 5500 ind #12007

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 New York →

Owen J Flanagan & Company 401(k) in the asset neighbourhood

Owen J Flanagan & Company 401(k)Owen J Flanagan & Company 40…$7MKids Care Dental Group 401(k) PlanKids Care Dental Group 401(k…$7MEvaporated Coatings, Inc. 401(k) PlanEvaporated Coatings, Inc. 40…$7MParkway Chrysler Jeep, Inc. 401(k) Plan & TrustParkway Chrysler Jeep, Inc. …$7MQuinault Nation Enterprise Board 401(k) Plan & TrustQuinault Nation Enterprise B…$7M
End-of-year total assets ($M) among Owen J Flanagan & Company 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Owen J. Flanagan & Company LLP multi-year asset trail

Sponsor-wide plan assets over time

All Owen J. Flanagan & Company LLP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 30.560938955253665% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.99M $9.12M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 8 $7M
2023 1 5 $8M
2024 1 6 $9M

Owen J. Flanagan & Company LLP filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$657K
Employer EIN132060851
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Owen J Flanagan & Company 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Owen J Flanagan & Company 401(k), Total assets ($B): 0.006985466 · Participants: 8Owen J Flanagan & Company 401(k)IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Owen J Flanagan & Company 401(k) vs. nearby 401(k) plans in New York, assets vs. participants

Owen J Flanagan & Company 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kids Care Dental Group 401(k) Plan in CA ($7M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Owen J Flanagan & Company 401(k) assets move in 2022?
Owen J Flanagan & Company 401(k) pulled back noticeably - down 8.6% during 2022, from $8M to $7M. Reported net income was -$657K.
How have Owen J. Flanagan & Company LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Owen J. Flanagan & Company LLP's sponsor-wide assets grew 30.6%, from $7M to $9M.
Which 401(k) plans are similar in size to Owen J Flanagan & Company 401(k)?
Among 401(k) plans in other states, the closest by assets is Kids Care Dental Group 401(k) Plan in CA ($7M, 483 participants).
Which 401(k) plans cover a similar participant headcount to Owen J Flanagan & Company 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).