401(k) · DOL Form 5500 · 2023

Own, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
204
Participants Below avg headcount
75th
Percentile by assets National rank
$109,706
Avg per participant Below avg balance/head
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Official DOL plan name: Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust · Sponsored by Own, Inc. · Missouri · Professional & Technical Services

$22M in assets, 204 participants

Own, Inc.'s Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust reported $22M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,183 in Professional & Technical Services (20,321 peers)

Coverage in Missouri

Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust covers 204 participants in Missouri, about 28% of the average Missouri filer (state average ~737 per filing). Assets: $22M.

#15,183
in Professional & Technical Services (20,321 peers)
+13.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust's outsized position by total assets

Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$22,379,933 Top 25% higher than 75% 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

Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust 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. Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust reported participants rose from 179 in the plan year 2022 filing to 204 in the plan year 2023 filing.
  • Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 440581184 · Own, Inc. PY 2023 · 401(k)

Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust · $22M · 204 · 75th

  • ASSETS $22M
  • PCT 204
  • EIN 75th
  • RANK 401(k)
  • PHOTO near Highland Medical PC Retirement Savings Plan
  • IND ind #15183

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 Missouri →

Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust in the asset neighbourhood

Own, Inc. 401(k) & Employee Stock Ownership Plan and TrustOwn, Inc. 401(k) & Employee …$22MHighland Medical PC Retirement Savings PlanHighland Medical PC Retireme…$22MHealy Electric Co., Inc. Employee Stock Ownership 401(k) PlanHealy Electric Co., Inc. Emp…$22MSchrader Bridgeport International, Inc. 401(k) PlanSchrader Bridgeport Internat…$22MQuad Knopf, Inc. 401(k) Savings PlanQuad Knopf, Inc. 401(k) Savi…$22M
End-of-year total assets ($M) among Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN440581184
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Own, Inc.)

Sponsor-wide plan assets over time

All Own, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 21.700549737816726% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.7M $24M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 179 $20M
2023 1 204 $22M
2024 1 219 $24M

Nearby 401(k) Plans in Missouri

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

Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust, Total assets ($B): 0.022379933 · Participants: 204Own, Inc. 401(k) & Employee Stock Ownership Plan and TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Highland Medical PC Retirement Savings Plan in NY ($22M); by covered participants it is Bankprov 401(k) Plan in MA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust grew at a solid clip - up 13.4% during 2023, from $20M to $22M. Reported net income was $3M.
How have Own, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Own, Inc.'s sponsor-wide assets grew 21.7%, from $20M to $24M.
Where does Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Highland Medical PC Retirement Savings Plan in NY ($22M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bankprov 401(k) Plan in MA (204 participants, $25M 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 440581184.

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.