401(k) · DOL Form 5500 · 2023
Olson Urban Housing, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 64
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $231,272
- Avg per participant Above avg balance/head
Official DOL plan name: The Olson Company 401(k) Plan and Trust · Sponsored by Olson Urban Housing, LLC · California · Construction
$15M in assets, 64 participants
Olson Urban Housing, LLC's The Olson Company 401(k) Plan and Trust reported $15M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #5,925 in Construction (9,030 peers)
Olson Urban Housing, LLC multi-year trail
Olson Urban Housing, LLC's plans moved +35.4% in assets from 2022 to 2024; this filing shows The Olson Company 401(k) Plan and Trust at $15M / 64 participants.
- #5,925
- in Construction (9,030 peers)
- +18.1%
- assets growth YoY
The Olson Company 401(k) Plan and Trust's outsized position by total assets
The Olson Company 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,801,416 Top 33% higher than 67% 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
The Olson Company 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Olson Company 401(k) Plan and Trust is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Olson Company 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Olson Company 401(k) Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- The Olson Company 401(k) Plan and Trust reported participants fell from 70 in the plan year 2022 filing to 64 in the plan year 2023 filing.
DOL schedule card
Filing strip 330884300 · Olson Urban Housing, LLC PY 2023 · 401(k)
The Olson Company 401(k) Plan and Trust · $15M · 64 · 67th
- RANK $15M
- RANK 64
- RANK 67th
- RANK 401(k)
- RANK near Badger Utility Holdings, LLC 401(k) Profit Sharing Plan
- RANK ind #5925
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 Construction retirement plans → · Plans in California →
The Olson Company 401(k) Plan and Trust in the asset neighbourhood
Olson Urban Housing, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Olson Urban Housing, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 35.353554531102795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 70 | $13M |
| 2023 | 1 | 64 | $15M |
| 2024 | 1 | 65 | $17M |
Olson Urban Housing, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 330884300 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
The Olson Company 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Badger Utility Holdings, LLC 401(k) Profit Sharing Plan in WI ($15M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Badger Utility Holdings, LLC 401(k) Profit Sharing Plan (WI) $15M · 171
- Scandrill, Inc. 401(k) Plan (TX) $15M · 366
- Viam 401(k) Retirement Plan (TN) $15M · 258
- Xincon Home-Healthcare Services Profit Sharing Plan (NY) $15M · 2,694
Similar participant headcount
Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.
- Reliable Appliance Installation Inc. 401(k) Plan (OH) 64 · 0 off
- Peppers Automotive Group 401(k) Plan (TN) 64 · 0 off
- Eq Lab Savings & Retirement Plan (PR) 64 · 0 off
- Whitehall Products, LLC Retirement Savings Plan (MI) 64 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.