401(k) · DOL Form 5500 · 2022

Owen-Adams Inc Dba Overhead Door Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
145
Participants Small participant base
70th
Percentile by assets National rank
$91,512
Avg per participant Below avg balance/head
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Official DOL plan name: Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) · Sponsored by Owen-Adams Inc Dba Overhead Door Company · Texas · Retail Trade

$13M in assets, 145 participants

Owen-Adams Inc Dba Overhead Door Company's Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) reported $13M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #7,696 in Retail Trade (9,519 peers)

Coverage in Texas

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) covers 145 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#7,696
in Retail Trade (9,519 peers)
-12.7%
assets change YoY

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.

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)'s outsized position by total assets

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) vs every filed plan by assets

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

$13,269,302 Top 30% higher than 70% 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-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) 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. Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) sits mid-pack in the medium band (145 participants).

Form 5500 schedule snapshot

Filing strip 472655277 · Owen-Adams Inc Dba Overhead Door Company PY 2022 · 401(k)

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) · $13M · 145 · 70th

  • TYPE $13M
  • NET 145
  • BOOK 70th
  • VS-ST 401(k)
  • BOY near Blue Vista Capital Management 401(k) Plan
  • SCH ind #7696

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 Retail Trade retirement plans → · Plans in Texas →

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) in the asset neighbourhood

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)Owen-Adams, Inc. Dba Overhea…$13MBlue Vista Capital Management 401(k) PlanBlue Vista Capital Managemen…$13MCanus Corporation 401(k) Profit Sharing PlanCanus Corporation 401(k) Pro…$13MNew Road Schools of New Jersey, Inc. 401(k) Savings PlanNew Road Schools of New Jers…$13MMestek, Inc. 401(k) Plan for Union EmployeesMestek, Inc. 401(k) Plan for…$13M
End-of-year total assets ($M) among Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN472655277
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owen-Adams Inc Dba Overhead Door Company)

Sponsor-wide plan assets over time

All Owen-Adams Inc Dba Overhead Door Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 26.5392708674503% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $16.8M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 145 $13M
2023 1 154 $15M
2024 1 155 $17M

Nearby 401(k) Plans in Texas

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

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k), Total assets ($B): 0.013269302 · Participants: 145Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)AT&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
Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) side-by-side with 3 peers →

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Blue Vista Capital Management 401(k) Plan in IL ($13M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) assets move in 2022? ▼
Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) pulled back noticeably - down 12.7% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Owen-Adams Inc Dba Overhead Door Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owen-Adams Inc Dba Overhead Door Company's sponsor-wide assets grew 26.5%, from $13M to $17M.
Which 401(k) plans are similar in size to Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Blue Vista Capital Management 401(k) Plan in IL ($13M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 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 472655277.

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.