401(k) · DOL Form 5500 · 2023
Owen-Adams Inc Dba Overhead Door Company 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $99,720
- Avg per participant Below avg balance/head
Official DOL plan name: Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) · Sponsored by Owen-Adams Inc Dba Overhead Door Company · Texas · Retail Trade
$15M in assets, 154 participants
Owen-Adams Inc Dba Overhead Door Company's Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) reported $15M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #6,592 in Retail Trade (8,414 peers)
Coverage in Texas
Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) covers 154 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $15M.
- #6,592
- in Retail Trade (8,414 peers)
- +15.7%
- assets growth YoY
Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)'s outsized position by total assets
Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,356,918 Top 32% higher than 68% 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
Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) 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. Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) reported participants rose from 145 in the plan year 2022 filing to 154 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 472655277 · Owen-Adams Inc Dba Overhead Door Company PY 2023 · 401(k)
Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) · $15M · 154 · 68th
- EIN $15M
- EIN 154
- EIN 68th
- EIN 401(k)
- EIN near Cronimet Holdings 401(k) Plan
- EIN ind #6592
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 Retail Trade retirement plans → · Plans in Texas →
Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 472655277 |
| Plan Effective Date | 1991-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Owen-Adams Inc Dba Overhead Door Company)
Sponsor-wide plan assets over time
All Owen-Adams Inc Dba Overhead Door Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 26.5392708674503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $13M |
| 2023 | 1 | 154 | $15M |
| 2024 | 1 | 155 | $17M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cronimet Holdings 401(k) Plan in PA ($15M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Cronimet Holdings 401(k) Plan (PA) $15M · 318
- Canyon Creek Cabinet Company Retirement Savings Trust (WA) $15M · 387
- Cymstar Collective Bargaining Employees' (OK) $15M · 62
- Accuride Erie Hourly Employee Savings Plan (PA) $15M · 266
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Eaze Solutions Inc. Retirement Trust (CA) 154 · 0 off
- Dennelisse Corporation 401(k) Plan (NY) 154 · 0 off
- Pacific Dealership Group Retirement Plan (CA) 154 · 0 off
- The Presbyterian Home at Charlotte, Inc. 401(k) Plan (NC) 154 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.