401(k) · DOL Form 5500 · 2023

O5 Enterprises 401(k) Plan

Data updated 2026-08-25

$190K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$189,918
Avg per participant Above avg balance/head
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Official DOL plan name: O5 Enterprises 401(k) Plan · Sponsored by O5 Enterprises · California · Other Services

$190K in assets, 1 participants

O5 Enterprises's O5 Enterprises 401(k) Plan reported $190K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,744 in Other Services (7,857 peers)

O5 Enterprises multi-year trail

O5 Enterprises's plans moved +1539.2% in assets from 2022 to 2024; this filing shows O5 Enterprises 401(k) Plan at $190K / 1 participant.

#1,744
in Other Services (7,857 peers)
-43.2%
assets change YoY

The plan reported a net loss of $145K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

O5 Enterprises 401(k) Plan among the smaller filed plans by assets

O5 Enterprises 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$189,918 10th percentile higher than 10% of 127,068 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 2023

O5 Enterprises 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. O5 Enterprises 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

  • O5 Enterprises 401(k) Plan reported net income fell from $15K in the plan year 2022 filing to -$145K in the plan year 2023 filing.
  • O5 Enterprises 401(k) Plan end-of-year assets rose from $31K in the plan year 2022 filing to $190K in the plan year 2023 filing.
  • O5 Enterprises 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 823403995 · O5 Enterprises PY 2023 · 401(k)

O5 Enterprises 401(k) Plan · $190K · 1 · 10th

  • NET $190K
  • BOOK 1
  • VS-ST 10th
  • BOY 401(k)
  • SCH near Steel Eagle Engineering, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #1744

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 Other Services retirement plans → · Plans in California →

O5 Enterprises 401(k) Plan in the asset neighbourhood

O5 Enterprises 401(k) Plan$190KSteel Eagle Engineering, Inc. 401(k) Profit Sharing PlanSteel Eagle Engineering, Inc…$190KPjd Sun Spas Inc 401(k) Plan$190KGm Kemp, Inc. 4014(k) Profit Sharing PlanGm Kemp, Inc. 4014(k) Profit…$190KSabe Enterprises Inc. 401(k) PlanSabe Enterprises Inc. 401(k)…$190K
End-of-year total assets ($M) among O5 Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

O5 Enterprises multi-year asset trail

Sponsor-wide plan assets over time

All O5 Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$503K 1539.1961928354901% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.03M $0.5M ▲ +1566.7%
Year Plans Participants Total Assets
2022 1 3 $31K
2023 3 6 $295K
2024 1 3 $503K

O5 Enterprises filing trail (2023)

Total Assets (Beginning of Year)$335K
Net Assets (End of Year)$190K
Net Income-$145K
Employer EIN823403995
Plan Effective Date2017-11-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

O5 Enterprises 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants O5 Enterprises 401(k) Plan, Total assets ($B): 0.000189918 · Participants: 1O5 Enterprises 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
O5 Enterprises 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare O5 Enterprises 401(k) Plan side-by-side with 3 peers →

O5 Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Steel Eagle Engineering, Inc. 401(k) Profit Sharing Plan in IN ($190K); 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 ($190K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did O5 Enterprises 401(k) Plan assets move in 2023? ▼
O5 Enterprises 401(k) Plan contracted severely - down 43.2% during 2023, from $335K to $190K. Reported net income was -$145K.
How have O5 Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O5 Enterprises's sponsor-wide assets grew 1539.2%, from $31K to $503K.
Where does O5 Enterprises 401(k) Plan rank by assets among Form 5500 filers? ▼
O5 Enterprises 401(k) Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to O5 Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steel Eagle Engineering, Inc. 401(k) Profit Sharing Plan in IN ($190K, 1 participant).
Which 401(k) plans cover a similar participant headcount to O5 Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823403995.

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.