401(k) · DOL Form 5500 · 2023

O9 Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
493
Participants Below avg headcount
75th
Percentile by assets National rank
$47,176
Avg per participant Low balance/head
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Official DOL plan name: O9 Solutions 401(k) Plan · Sponsored by O9 Solutions, Inc. · Texas · Professional & Technical Services

$23M in assets, 493 participants

O9 Solutions, Inc.'s O9 Solutions 401(k) Plan reported $23M in total assets and 493 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,343 in Professional & Technical Services (20,321 peers)

Where O9 Solutions 401(k) Plan sits by assets

O9 Solutions 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 493 participants (~$47,176/participant), up 59.5% in 2023.

#15,343
in Professional & Technical Services (20,321 peers)
+59.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

O9 Solutions 401(k) Plan's outsized position by total assets

O9 Solutions 401(k) Plan vs every filed plan by assets

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

$23,257,941 Top 25% higher than 75% 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

O9 Solutions 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O9 Solutions 401(k) Plan sits mid-pack in the medium band (493 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O9 Solutions 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • O9 Solutions 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • O9 Solutions 401(k) Plan reported participants rose from 366 in the plan year 2022 filing to 493 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271421035 · O9 Solutions, Inc. PY 2023 · 401(k)

O9 Solutions 401(k) Plan · $23M · 493 · 75th

  • BOY $23M
  • SCH 493
  • EBSA 75th
  • PART 401(k)
  • TYPE near Atrium Staffing 401(k) Plan
  • NET ind #15343

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 Texas →

O9 Solutions 401(k) Plan in the asset neighbourhood

O9 Solutions 401(k) Plan$23MAtrium Staffing 401(k) Plan$23MZignego Company, Inc. Profit Sharing PlanZignego Company, Inc. Profit…$23MCentral Welding Supply, Inc. Profit Sharing PlanCentral Welding Supply, Inc.…$23MNorthstar Medical Management, Inc. 401(k) Profit-Sharing PlanNorthstar Medical Management…$23M
End-of-year total assets ($M) among O9 Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$23M
Net Income$9M
Employer EIN271421035
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O9 Solutions, Inc.)

Sponsor-wide plan assets over time

All O9 Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 122.60935403315088% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $14.6M $32.5M ▲ +122.6%
Year Plans Participants Total Assets
2022 1 366 $15M
2023 1 493 $23M
2024 1 476 $32M

Nearby 401(k) Plans in Texas

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

O9 Solutions 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants O9 Solutions 401(k) Plan, Total assets ($B): 0.023257941 · Participants: 493O9 Solutions 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
O9 Solutions 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare O9 Solutions 401(k) Plan side-by-side with 3 peers →

O9 Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Atrium Staffing 401(k) Plan in PA ($23M); by covered participants it is Altra Federal Credit Union 401(k) Plan and Trust in WI (493 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (493 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 O9 Solutions 401(k) Plan assets move in 2023? ▼
O9 Solutions 401(k) Plan surged - up 59.5% during 2023, from $15M to $23M. Reported net income was $9M.
How have O9 Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O9 Solutions, Inc.'s sponsor-wide assets grew 122.6%, from $15M to $32M.
Where does O9 Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
O9 Solutions 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to O9 Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atrium Staffing 401(k) Plan in PA ($23M, 4,605 participants).
Which 401(k) plans cover a similar participant headcount to O9 Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Altra Federal Credit Union 401(k) Plan and Trust in WI (493 participants, $64M 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 271421035.

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.