401(k) · DOL Form 5500 · 2023

Ownersedge, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
316
Participants Below avg headcount
73rd
Percentile by assets National rank
$65,012
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ownersedge, Inc. 401(k) Profit Sharing Plan · Sponsored by Ownersedge, Inc. · Wisconsin · Information & Media

$21M in assets, 316 participants

Ownersedge, Inc.'s Ownersedge, Inc. 401(k) Profit Sharing Plan reported $21M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #1,791 in Information & Media (2,818 peers)

Ownersedge, Inc. multi-year trail

Ownersedge, Inc.'s plans moved +22.7% in assets from 2022 to 2024; this filing shows Ownersedge, Inc. 401(k) Profit Sharing Plan at $21M / 316 participants.

#1,791
in Information & Media (2,818 peers)
+12.2%
assets growth YoY

Ownersedge, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Ownersedge, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,543,943 Top 27% higher than 73% 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

Ownersedge, Inc. 401(k) Profit Sharing Plan 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. Ownersedge, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ownersedge, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ownersedge, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Ownersedge, Inc. 401(k) Profit Sharing Plan reported participants fell from 328 in the plan year 2022 filing to 316 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 472035141 · Ownersedge, Inc. PY 2023 · 401(k)

Ownersedge, Inc. 401(k) Profit Sharing Plan · $21M · 316 · 73rd

  • VS-ST $21M
  • VS-ST 316
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #1791

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 Information & Media retirement plans → · Plans in Wisconsin →

Ownersedge, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

South O C Surgical Medical Group, Inc. 401(k) Profit Sharing PlanSouth O C Surgical Medical G…$21MMortgage Funding Corporation Profit Sharing Plan & TrustMortgage Funding Corporation…$21MSo Others Might Eat 401(k) Retirement PlanSo Others Might Eat 401(k) R…$21MOwnersedge, Inc. 401(k) Profit Sharing PlanOwnersedge, Inc. 401(k) Prof…$21MPpfa Retirement Plan$21M
End-of-year total assets ($M) among Ownersedge, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ownersedge, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ownersedge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 22.696079944865673% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $86.9M $107M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 586 $87M
2023 2 593 $97M
2024 2 563 $107M

Ownersedge, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN472035141
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Ownersedge, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Ownersedge, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.020543943 · Participants: 316Ownersedge, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Ownersedge, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Ownersedge, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($21M); by covered participants it is Akin Ford 401(k) Employees Savings Plan in GA (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Ownersedge, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Ownersedge, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 12.2% during 2023, from $18M to $21M. Reported net income was $2M.
How have Ownersedge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ownersedge, Inc.'s sponsor-wide assets grew 22.7%, from $87M to $107M.
Which 401(k) plans are similar in size to Ownersedge, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is South O C Surgical Medical Group, Inc. 401(k) Profit Sharing Plan in CA ($21M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Ownersedge, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Akin Ford 401(k) Employees Savings Plan in GA (316 participants, $11M 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 472035141.

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.