401(k) · DOL Form 5500 · 2023
Ozzy Jiwani Inc 401(k) Plan
Data updated 2026-08-25
- $745K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $744,862
- Avg per participant High balance/head
Official DOL plan name: Ozzy Jiwani Inc 401(k) Plan · Sponsored by Ozzy Jiwani Inc · Georgia · Retail Trade
$745K in assets, 1 participants
Ozzy Jiwani Inc's Ozzy Jiwani Inc 401(k) Plan reported $745K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,787 in Retail Trade (8,414 peers)
Ozzy Jiwani Inc multi-year trail
Ozzy Jiwani Inc's plans moved -11.6% in assets from 2022 to 2024; this filing shows Ozzy Jiwani Inc 401(k) Plan at $745K / 1 participant.
- #2,787
- in Retail Trade (8,414 peers)
- -5.7%
- assets change YoY
The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ozzy Jiwani Inc 401(k) Plan among the smaller filed plans by assets
Ozzy Jiwani Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$744,862 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ozzy Jiwani Inc 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozzy Jiwani Inc 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ozzy Jiwani Inc 401(k) Plan reported net income fell from -$10K in the plan year 2022 filing to -$45K in the plan year 2023 filing.
- Ozzy Jiwani Inc 401(k) Plan end-of-year assets fell from $789K in the plan year 2022 filing to $745K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 851282649 · Ozzy Jiwani Inc PY 2023 · 401(k)
Ozzy Jiwani Inc 401(k) Plan · $745K · 1 · 21st
- RANK $745K
- PHOTO 1
- IND 21st
- EOY 401(k)
- 5500 near Powerplay Holdings, Inc. 401(k) Plan
- ASSETS ind #2787
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 Georgia →
Ozzy Jiwani Inc 401(k) Plan in the asset neighbourhood
Ozzy Jiwani Inc multi-year asset trail
Sponsor-wide plan assets over time
All Ozzy Jiwani Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $698K 11.585382073266969% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $789K |
| 2023 | 1 | 1 | $745K |
| 2024 | 1 | 1 | $698K |
Ozzy Jiwani Inc filing trail (2023)
| Total Assets (Beginning of Year) | $789K |
|---|---|
| Net Assets (End of Year) | $745K |
| Net Income | -$45K |
| Employer EIN | 851282649 |
| Plan Effective Date | 2021-07-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Ozzy Jiwani Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Powerplay Holdings, Inc. 401(k) Plan in NH ($745K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($745K here).
- Powerplay Holdings, Inc. 401(k) Plan (NH) $745K · 16
- Cooperativa De Ahorro Y Credito Nuestra Senora De La Candelaria Salary Deferral Retirement Plan (PR) $745K · 29
- South Texas Surveying Associates, Inc. Profit Sharing Plan (TX) $745K · 36
- Wheeler Park 401(k) Profit Sharing Plan and Trust (VA) $745K · 9
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.