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
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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.

  • 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

This plan $0 $2,010,000,000 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

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 →

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 EIN204658157
Plan Effective Date2008-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Octo Consulting Group, LLC)

$0M$50M$100M$150M 20222023 $52.3M $135M ▲ +157.6%
Total plan assets by year, all Octo Consulting Group, LLC plans on file
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 ($B) Participants Octo Consulting Grou…, Total assets ($B): 0.134666073 · Participants: 797Octo Consulting Grou…Northrop Grumman Sav…, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Cor…Leidos, Inc. Retirem…, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirem…Bae Systems Employee…, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employee…
Octo Consulting Group 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

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.

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).

Scale reading

Ways to act on Octo Consulting Group 401(k) Plan's numbers.