401(k) · DOL Form 5500 · 2023

Owen, Little & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
28
Participants Small participant base
43rd
Percentile by assets National rank
$164,569
Avg per participant Above avg balance/head
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Official DOL plan name: Owen, Little & Associates, Inc. 401(k) Plan · Sponsored by Owen, Little & Associates, Inc. · New Jersey · Professional & Technical Services

$5M in assets, 28 participants

Owen, Little & Associates, Inc.'s Owen, Little & Associates, Inc. 401(k) Plan reported $5M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,210 in Professional & Technical Services (20,321 peers)

Owen, Little & Associates, Inc. multi-year trail

Owen, Little & Associates, Inc.'s plans moved +27.2% in assets from 2022 to 2024; this filing shows Owen, Little & Associates, Inc. 401(k) Plan at $5M / 28 participants.

#8,210
in Professional & Technical Services (20,321 peers)
+28.3%
assets growth YoY

Owen, Little & Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Owen, Little & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$4,607,935 43rd percentile higher than 43% 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

Owen, Little & Associates, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owen, Little & Associates, Inc. 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Owen, Little & Associates, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Owen, Little & Associates, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Owen, Little & Associates, Inc. 401(k) Plan reported participants rose from 22 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222430704 · Owen, Little & Associates, Inc. PY 2023 · 401(k)

Owen, Little & Associates, Inc. 401(k) Plan · $5M · 28 · 43rd

  • PCT $5M
  • PCT 28
  • PCT 43rd
  • PCT 401(k)
  • PCT near Stage Employees Local No 46 Employee Savings Plan
  • PCT ind #8210

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 Jersey →

Owen, Little & Associates, Inc. 401(k) Plan in the asset neighbourhood

Owen, Little & Associates, Inc. 401(k) PlanOwen, Little & Associates, I…$5MStage Employees Local No 46 Employee Savings PlanStage Employees Local No 46 …$5MEpworth Living, Inc. 401(k) Retirement PlanEpworth Living, Inc. 401(k) …$5MCnc Manufacturing 401(k) Plan & TrustCnc Manufacturing 401(k) Pla…$5MTai Services Retirement Salary Savings PlanTai Services Retirement Sala…$5M
End-of-year total assets ($M) among Owen, Little & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Owen, Little & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Owen, Little & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.193600110477334% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.59M $4.57M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 28 $5M
2024 1 25 $5M

Owen, Little & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN222430704
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Owen, Little & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Owen, Little & Associates, Inc. 401(k) Plan, Total assets ($B): 0.004607935 · Participants: 28Owen, Little & Associates, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Owen, Little & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Owen, Little & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Owen, Little & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Stage Employees Local No 46 Employee Savings Plan in TN ($5M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); 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 Owen, Little & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Owen, Little & Associates, Inc. 401(k) Plan grew sharply - up 28.3% during 2023, from $4M to $5M. Reported net income was $1M.
How have Owen, Little & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owen, Little & Associates, Inc.'s sponsor-wide assets grew 27.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Owen, Little & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stage Employees Local No 46 Employee Savings Plan in TN ($5M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Owen, Little & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K 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 222430704.

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.