401(k) · DOL Form 5500 · 2022

Owens, Moskowitz and Associates, Inc., Certified Public Accountants 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
11
Participants Small participant base
39th
Percentile by assets National rank
$258,643
Avg per participant Above avg balance/head
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Official DOL plan name: Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan · Sponsored by Owens, Moskowitz and Associates, Inc., Certified Public Accountants · California · Professional & Technical Services

$3M in assets, 11 participants

Owens, Moskowitz and Associates, Inc., Certified Public Accountants's Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan reported $3M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,902 in Professional & Technical Services (21,562 peers)

Owens, Moskowitz and Associates, Inc., Certified Public Accountants multi-year trail

Owens, Moskowitz and Associates, Inc., Certified Public Accountants's plans moved +33.2% in assets from 2022 to 2024; this filing shows Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan at $3M / 11 participants.

#7,902
in Professional & Technical Services (21,562 peers)
+5.4%
assets growth YoY

Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan vs every filed plan by assets

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

$2,845,069 39th percentile higher than 39% 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

Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 330244756 · Owens, Moskowitz and Associates, Inc., Certified Public Accountants PY 2022 · 401(k)

Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan · $3M · 11 · 39th

  • PCT $3M
  • PCT 11
  • PCT 39th
  • PCT 401(k)
  • PCT near United / Truetox 401(k) Plan
  • PCT ind #7902

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 California →

Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan in the asset neighbourhood

Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) PlanOwens, Moskowitz and Associa…$3MUnited / Truetox 401(k) Plan$3MMatter Brothers Furniture 401(k) PlanMatter Brothers Furniture 40…$3MChcb, Inc. Retirement Plan$3MBehavior Interventions, Inc. 401(k) PlanBehavior Interventions, Inc.…$3M
End-of-year total assets ($M) among Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Owens, Moskowitz and Associates, Inc., Certified Public Accountants multi-year asset trail

Sponsor-wide plan assets over time

All Owens, Moskowitz and Associates, Inc., Certified Public Accountants plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.243341374145935% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.85M $3.79M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 11 $3M
2023 1 11 $3M
2024 1 8 $4M

Owens, Moskowitz and Associates, Inc., Certified Public Accountants filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$146K
Employer EIN330244756
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan, Total assets ($B): 0.002845069 · Participants: 11Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan side-by-side with 3 peers →

Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is United / Truetox 401(k) Plan in NY ($3M); by covered participants it is The Princeton Club of New York, Inc. 401(k) Plan in MA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan assets move in 2022? ▼
Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan grew at a solid clip - up 5.4% during 2022, from $3M to $3M. Reported net income was $146K.
How have Owens, Moskowitz and Associates, Inc., Certified Public Accountants plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owens, Moskowitz and Associates, Inc., Certified Public Accountants's sponsor-wide assets grew 33.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United / Truetox 401(k) Plan in NY ($3M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Owens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Princeton Club of New York, Inc. 401(k) Plan in MA (11 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 330244756.

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.