401(k) · DOL Form 5500 · 2023

Big O, Inc. 401(k) Plan

Data updated 2026-08-25

$405K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$81,078
Avg per participant Below avg balance/head
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Official DOL plan name: Big O, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Big O, Inc. · New York · Retail Trade

$405K in assets, 5 participants

Big O, Inc.'s Big O, Inc. 401(k) Profit Sharing Plan and Trust reported $405K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,215 in Retail Trade (8,414 peers)

Big O, Inc. multi-year trail

Big O, Inc.'s plans moved +79.9% in assets from 2022 to 2024; this filing shows Big O, Inc. 401(k) Profit Sharing Plan and Trust at $405K / 5 participants.

#2,215
in Retail Trade (8,414 peers)
+38.4%
assets growth YoY

Big O, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Big O, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$405,388 16th percentile higher than 16% 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

Big O, Inc. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Big O, Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Big O, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $66K in the plan year 2022 filing to $113K in the plan year 2023 filing.
  • Big O, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $293K in the plan year 2022 filing to $405K in the plan year 2023 filing.
  • Big O, Inc. 401(k) Profit Sharing Plan and Trust 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 →

Published 5500 schedule card

Filing strip 141722339 · Big O, Inc. PY 2023 · 401(k)

Big O, Inc. 401(k) Profit Sharing Plan and Trust · $405K · 5 · 16th

  • ASSETS $405K
  • ASSETS 5
  • ASSETS 16th
  • ASSETS 401(k)
  • ASSETS near Covenant 220 Corporation 401(k) Profit Sharing Plan
  • ASSETS ind #2215

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 New York →

Big O, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Big O, Inc. 401(k) Profit Sharing Plan and TrustBig O, Inc. 401(k) Profit Sh…$405KCovenant 220 Corporation 401(k) Profit Sharing PlanCovenant 220 Corporation 401…$405KBattle Rock Holdings, Inc. 401(k) PlanBattle Rock Holdings, Inc. 4…$405KTate Studio 401(k) Plan$405KHelmer's Hut Corporation 401(k) PlanHelmer's Hut Corporation 401…$406K
End-of-year total assets ($M) among Big O, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Big O, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Big O, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$527K 79.88424503175578% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.29M $0.53M ▲ +82.8%
Year Plans Participants Total Assets
2022 1 4 $293K
2023 1 5 $405K
2024 1 4 $527K

Big O, Inc. filing trail (2023)

Total Assets (Beginning of Year)$293K
Net Assets (End of Year)$405K
Net Income$113K
Employer EIN141722339
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Big O, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Big O, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000405388 · Participants: 5Big O, Inc. 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Big O, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Big O, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Big O, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Covenant 220 Corporation 401(k) Profit Sharing Plan in TX ($405K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($405K here).

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 Big O, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Big O, Inc. 401(k) Profit Sharing Plan and Trust surged - up 38.4% during 2023, from $293K to $405K. Reported net income was $113K.
How have Big O, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Big O, Inc.'s sponsor-wide assets grew 79.9%, from $293K to $527K.
Where does Big O, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Big O, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 16th 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 Big O, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Covenant 220 Corporation 401(k) Profit Sharing Plan in TX ($405K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Big O, Inc. 401(k) Profit Sharing Plan and Trust? ▼
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 141722339.

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.