401(k) · DOL Form 5500 · 2023

Octo Consulting Group, LLC 401(k) Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
797
Participants Near avg headcount
93rd
Percentile by assets National rank
$168,966
Avg per participant Above avg balance/head
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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.

  • #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.

#19,157
in Professional & Technical Services (20,321 peers)
+157.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Octo Consulting Group 401(k) Plan's outsized position 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

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

Octo Consulting Group 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. Octo Consulting Group 401(k) Plan sits mid-pack in the medium band (797 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 204658157 · Octo Consulting Group, LLC PY 2023 · 401(k)

Octo Consulting Group 401(k) Plan · $135M · 797 · 93rd

  • 5500 $135M
  • 5500 797
  • 5500 93rd
  • 5500 401(k)
  • 5500 near Wiese Profit Sharing and 401(k) Plan
  • 5500 ind #19157

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 Virginia →

Octo Consulting Group 401(k) Plan in the asset neighbourhood

Dickie, Mccamey & Chilcote, P.C. 401(k) Profit Sharing PlanDickie, Mccamey & Chilcote, …$135MGordon Flesch Company, Inc. 401(k) Profit Sharing Plan and TrustGordon Flesch Company, Inc. …$135MOcto Consulting Group 401(k) PlanOcto Consulting Group 401(k)…$135MWiese Profit Sharing and 401(k) PlanWiese Profit Sharing and 401…$135MEarly Warning Services, LLC 401(k) PlanEarly Warning Services, LLC …$135M
End-of-year total assets ($M) among Octo Consulting Group 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)$52M
Net Assets (End of Year)$135M
Net Income$27M
Employer EIN204658157
Plan Effective Date2008-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Octo Consulting Group, LLC)

Sponsor-wide plan assets over time

All Octo Consulting Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$135M 157.60287404967792% vs 2022
2023 filing year
$0M$50M$100M$150M 20222023 $52.3M $135M ▲ +157.6%
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.

Octo Consulting Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Octo Consulting Group 401(k) Plan, Total assets ($B): 0.134666073 · Participants: 797Octo Consulting Group 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Octo Consulting Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Octo Consulting Group 401(k) Plan side-by-side with 3 peers →

Octo Consulting Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Wiese Profit Sharing and 401(k) Plan in MO ($135M); by covered participants it is Tep Holdings 401(k) Plan in NC (797 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (797 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 Octo Consulting Group 401(k) Plan assets move in 2023? ▼
Octo Consulting Group 401(k) Plan surged - up 157.6% during 2023, from $52M to $135M. Reported net income was $27M.
How have Octo Consulting Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Octo Consulting Group, LLC's sponsor-wide assets grew 157.6%, from $52M to $135M.
Where does Octo Consulting Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Octo Consulting Group 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Octo Consulting Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wiese Profit Sharing and 401(k) Plan in MO ($135M, 1,262 participants).
Which 401(k) plans cover a similar participant headcount to Octo Consulting Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tep Holdings 401(k) Plan in NC (797 participants, $32M 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 204658157.

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.