401(k) · DOL Form 5500 · 2023
Octo Consulting Group, LLC 401(k) Plan
Data updated 2026-08-11
- $135M
- Total assets
- 797
- Participants
- 93rd
- Percentile by assets
- $168,966
- Avg per participant
Official DOL plan name: Octo Consulting Group 401(k) Plan · Sponsored by Octo Consulting Group, LLC · Virginia · Professional & Technical Services
$135M in assets, 797 participants
Octo Consulting Group, LLC's Octo Consulting Group 401(k) Plan reported $135M in total assets and 797 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #19,157 in Professional & Technical Services (20,321 peers)
Where Octo Consulting Group 401(k) Plan sits by assets
Octo Consulting Group 401(k) Plan sits in the top 10% of all filed plans by assets, $135M for 797 participants (~$168,966/participant), up 157.6% in 2023.
- $135M
- total plan assets (2023 EOY)
- 797
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $168,966
- avg assets per participant
Where Octo Consulting Group 401(k) Plan sits by total assets
Octo Consulting Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$134,666,073 Top 7% higher than 93% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Octo Consulting Group 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Octo Consulting Group 401(k) Plan end-of-year assets rose from $52M in the plan year 2022 filing to $135M in the plan year 2023 filing.
- Octo Consulting Group 401(k) Plan reported participants rose from 598 in the plan year 2022 filing to 797 in the plan year 2023 filing.
Octo Consulting Group 401(k) Plan vs the 2023 asset distribution
By assets, Octo Consulting Group 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | $27M |
| Employer EIN | 204658157 |
| Plan Effective Date | 2008-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Octo Consulting Group, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 598 | $52M |
| 2023 | 2 | 2,357 | $135M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Octo Consulting Group 401(k) Plan by total assets, not by location.
- Wiese Profit Sharing and 401(k) Plan (MO) $135M · 1,262
- Gordon Flesch Company, Inc. 401(k) Profit Sharing Plan and Trust (WI) $135M · 645
- Dickie, Mccamey & Chilcote, P.C. 401(k) Profit Sharing Plan (PA) $135M · 408
- Early Warning Services, LLC 401(k) Plan (AZ) $135M · 1,173
Frequently Asked Questions
How did Octo Consulting Group 401(k) Plan assets move in 2023? ▼
How have Octo Consulting Group, LLC plan assets changed over time? ▼
Where does Octo Consulting Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Octo Consulting Group 401(k) Plan? ▼
Next read for Octo Consulting Group 401(k) Plan
Scale reading
Ways to act on Octo Consulting Group 401(k) Plan's numbers.
- By total assets, Octo Consulting Group 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Octo Consulting Group, LLC's sponsor-wide assets have grown 157.6% since 2022 across 2 plan years on file. More Professional & Technical Services plans