401(k) · DOL Form 5500 · 2023
Night Owl Capital Management L 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $512,585
- Avg per participant High balance/head
Official DOL plan name: Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust · Sponsored by Night Owl Capital Management L · Connecticut · Finance & Insurance
$4M in assets, 8 participants
Night Owl Capital Management L's Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #2,540 in Finance & Insurance (8,869 peers)
Night Owl Capital Management L multi-year trail
Night Owl Capital Management L's plans moved +65.0% in assets from 2022 to 2024; this filing shows Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust at $4M / 8 participants.
- #2,540
- in Finance & Insurance (8,869 peers)
- +34.6%
- assets growth YoY
Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,100,680 41st percentile higher than 41% 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
Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust reported net income rose from -$397K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 203008023 · Night Owl Capital Management L PY 2023 · 401(k)
Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust · $4M · 8 · 41st
- EIN $4M
- RANK 8
- PHOTO 41st
- IND 401(k)
- EOY near Carden Jennings Publishing 401(k) Plan
- 5500 ind #2540
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 Finance & Insurance retirement plans → · Plans in Connecticut →
Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Night Owl Capital Management L multi-year asset trail
Sponsor-wide plan assets over time
All Night Owl Capital Management L plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 65.03022841250862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $3M |
| 2023 | 1 | 8 | $4M |
| 2024 | 1 | 9 | $5M |
Night Owl Capital Management L filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 203008023 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Night Owl Capital Management L 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Carden Jennings Publishing 401(k) Plan in VA ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.