401(k) · DOL Form 5500 · 2023

Alan R. Owen, Dds, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$206,477
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alan R. Owen, Dds, Inc. 401(k) · Sponsored by Alan R. Owen, Dds, Inc. · Oklahoma · Healthcare & Social Assistance

$1M in assets, 5 participants

Alan R. Owen, Dds, Inc.'s Alan R. Owen, Dds, Inc. 401(k) reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,511 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Alan R. Owen, Dds, Inc. 401(k) grew sharply 22.4% in 2023 ($844K → $1M) for 5 participants.

#3,511
in Healthcare & Social Assistance (17,684 peers)
+22.4%
assets growth YoY

Alan R. Owen, Dds, Inc. 401(k) among the smaller filed plans by assets

Alan R. Owen, Dds, Inc. 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,032,386 24th percentile higher than 24% 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

Alan R. Owen, Dds, Inc. 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alan R. Owen, Dds, Inc. 401(k) is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alan R. Owen, Dds, Inc. 401(k) reported net income rose from -$45K in the plan year 2022 filing to $189K in the plan year 2023 filing.
  • Alan R. Owen, Dds, Inc. 401(k) end-of-year assets rose from $750K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Alan R. Owen, Dds, Inc. 401(k) reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 731307908 · Alan R. Owen, Dds, Inc. PY 2023 · 401(k)

Alan R. Owen, Dds, Inc. 401(k) · $1M · 5 · 24th

  • RANK $1M
  • RANK 5
  • RANK 24th
  • RANK 401(k)
  • RANK near Boon Capital Advisors, LLC 401(k) Plan
  • RANK ind #3511

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Alan R. Owen, Dds, Inc. 401(k) in the asset neighbourhood

Alan R. Owen, Dds, Inc. 401(k)Alan R. Owen, Dds, Inc. 401(…$1MBoon Capital Advisors, LLC 401(k) PlanBoon Capital Advisors, LLC 4…$1MC Weaver Inc. 401(k) Plan$1MSl Patterson Inc. 401(k) Profit Sharing PlanSl Patterson Inc. 401(k) Pro…$1MJeffrey R. Bartnik, D.D.S., LLC 401-K Retirement PlanJeffrey R. Bartnik, D.D.S., …$1M
End-of-year total assets ($M) among Alan R. Owen, Dds, Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alan R. Owen, Dds, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Alan R. Owen, Dds, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$714K 4.883834675146232% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.75M $0.71M ▼ -5.3%
Year Plans Participants Total Assets
2022 1 4 $750K
2023 2 9 $2M
2024 1 4 $714K

2023 asset-move particulars

Total Assets (Beginning of Year)$844K
Net Assets (End of Year)$1M
Net Income$189K
Employer EIN731307908
Plan Effective Date2007-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Alan R. Owen, Dds, Inc. 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Alan R. Owen, Dds, Inc. 401(k), Total assets ($B): 0.001032386 · Participants: 5Alan R. Owen, Dds, Inc. 401(k)Quiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Alan R. Owen, Dds, Inc. 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Alan R. Owen, Dds, Inc. 401(k) side-by-side with 3 peers →

Alan R. Owen, Dds, Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Boon Capital Advisors, LLC 401(k) Plan in IL ($1M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Alan R. Owen, Dds, Inc. 401(k) assets move in 2023? ▼
Alan R. Owen, Dds, Inc. 401(k) grew sharply - up 22.4% during 2023, from $844K to $1M. Reported net income was $189K.
How have Alan R. Owen, Dds, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alan R. Owen, Dds, Inc.'s sponsor-wide assets declined 4.9%, from $750K to $714K.
Where does Alan R. Owen, Dds, Inc. 401(k) rank by assets among Form 5500 filers? ▼
Alan R. Owen, Dds, Inc. 401(k) ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Alan R. Owen, Dds, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Boon Capital Advisors, LLC 401(k) Plan in IL ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Alan R. Owen, Dds, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 731307908.

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.