401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$750K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$187,588
Avg per participant Above avg balance/head
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Official DOL plan name: Alan R. Owen, Dds, Inc. 401(k) · Sponsored by Alan R. Owen, Dds, Inc. · Oklahoma · Healthcare & Social Assistance

$750K in assets, 4 participants

Alan R. Owen, Dds, Inc.'s Alan R. Owen, Dds, Inc. 401(k) reported $750K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,718 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Alan R. Owen, Dds, Inc. 401(k) holds $750K for 4 participants - about $187,588 per participant, among the smaller plans by assets on file.

#3,718
in Healthcare & Social Assistance (20,060 peers)
-5.6%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$750,353 22nd percentile higher than 22% of 139,123 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 2022

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

Plan-year 2022 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 (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 731307908 · Alan R. Owen, Dds, Inc. PY 2022 · 401(k)

Alan R. Owen, Dds, Inc. 401(k) · $750K · 4 · 22nd

  • NET $750K
  • BOOK 4
  • VS-ST 22nd
  • BOY 401(k)
  • SCH near Flaherty Scoops Retirement Plan
  • EBSA ind #3718

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(…$750KFlaherty Scoops Retirement PlanFlaherty Scoops Retirement P…$750KDiamante 401(k) Profit Sharing PlanDiamante 401(k) Profit Shari…$750KBoehm Investments Retirement PlanBoehm Investments Retirement…$750KRedishred Acquisition Inc 401(k) PlanRedishred Acquisition Inc 40…$751K
End-of-year total assets ($M) among Alan R. Owen, Dds, Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$795K
Net Assets (End of Year)$750K
Net Income-$45K
Employer EIN731307908
Plan Effective Date2007-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alan R. Owen, Dds, Inc.)

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

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 -101234 Total assets ($B) Participants Alan R. Owen, Dds, Inc. 401(k), Total assets ($B): 0.000750353 · Participants: 4Alan R. Owen, Dds, Inc. 401(k)Quiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) 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 Flaherty Scoops Retirement Plan in FL ($750K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($750K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Alan R. Owen, Dds, Inc. 401(k) pulled back noticeably - down 5.6% during 2022, from $795K to $750K. Reported net income was -$45K.
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 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (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 Flaherty Scoops Retirement Plan in FL ($750K, 4 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 Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.