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
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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

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

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.

See the national 2022→2023 release diff →

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

The Olson Company 401(k) Plan and TrustThe Olson Company 401(k) Pla…$15MBadger Utility Holdings, LLC 401(k) Profit Sharing PlanBadger Utility Holdings, LLC…$15MScandrill, Inc. 401(k) Plan$15MViam 401(k) Retirement Plan$15MXincon Home-Healthcare Services Profit Sharing PlanXincon Home-Healthcare Servi…$15M
End-of-year total assets ($M) among The Olson Company 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$12M$14M$16M$18M 202220232024 $12.5M $17M ▲ +35.3%
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 EIN330884300
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Olson Company 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Olson Company 401(k) Plan and Trust, Total assets ($B): 0.014801416 · Participants: 64The Olson Company 401(k) Plan and TrustWells 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
The Olson Company 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (64 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 The Olson Company 401(k) Plan and Trust assets move in 2023?
The Olson Company 401(k) Plan and Trust grew sharply - up 18.1% during 2023, from $13M to $15M. Reported net income was $2M.
How have Olson Urban Housing, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Olson Urban Housing, LLC's sponsor-wide assets grew 35.4%, from $13M to $17M.
Which 401(k) plans are similar in size to The Olson Company 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Badger Utility Holdings, LLC 401(k) Profit Sharing Plan in WI ($15M, 171 participants).
Which 401(k) plans cover a similar participant headcount to The Olson Company 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (64 participants, N/A in assets).