401(k) · DOL Form 5500 · 2023
Owl Companies 401(k) Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 1,206
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $23,351
- Avg per participant Low balance/head
Official DOL plan name: Owl Companies 401(k) Plan · Sponsored by Owl Companies · California · Professional & Technical Services
$28M in assets, 1,206 participants
Owl Companies's Owl Companies 401(k) Plan reported $28M in total assets and 1,206 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #15,999 in Professional & Technical Services (20,321 peers)
Where Owl Companies 401(k) Plan sits by assets
Owl Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 1,206 participants (~$23,351/participant), up 11.5% in 2023.
- #15,999
- in Professional & Technical Services (20,321 peers)
- +11.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Owl Companies 401(k) Plan's outsized position by total assets
Owl Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,161,562 Top 22% higher than 78% 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
Owl Companies 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owl Companies 401(k) Plan lands in the large band (1,206 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Owl Companies 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Owl Companies 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
- Owl Companies 401(k) Plan reported participants rose from 1,127 in the plan year 2022 filing to 1,206 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 951073804 · Owl Companies PY 2023 · 401(k)
Owl Companies 401(k) Plan · $28M · 1,206 · 78th
- SCH $28M
- SCH 1,206
- SCH 78th
- SCH 401(k)
- SCH near Tech-Marine Business Inc Profit Sharing & 401(k) Plan
- SCH ind #15999
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 California →
Owl Companies 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 951073804 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Owl Companies)
Sponsor-wide plan assets over time
All Owl Companies plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 15.038682752037916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,127 | $25M |
| 2023 | 1 | 1,206 | $28M |
| 2024 | 1 | 1,045 | $29M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Owl Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Tech-Marine Business Inc Profit Sharing & 401(k) Plan in DC ($28M); by covered participants it is Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan in OH (1,206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,206 participants); asset peers above are excluded.
- Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan (OH) 1,206 · 0 off
- Foundation Auto Holdings, LLC 401(k) Plan (TX) 1,206 · 0 off
- 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates (HI) 1,206 · 0 off
- Sp Holding Enterprises Corp 401(k) Retirement Savings Plan (UT) 1,205 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.