Profit Sharing · DOL Form 5500 · 2023
Kenneth M. Owyang Profit Sharing Plan
Data updated 2026-08-25
- $760K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $759,514
- Avg per participant High balance/head
Official DOL plan name: Kenneth M. Owyang, O.D. Profit Sharing Plan · Sponsored by Kenneth M. Owyang · California · Healthcare & Social Assistance
$760K in assets, 1 participants
Kenneth M. Owyang's Kenneth M. Owyang, O.D. Profit Sharing Plan reported $760K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,978 in Healthcare & Social Assistance (17,684 peers)
Kenneth M. Owyang multi-year trail
Kenneth M. Owyang's plans moved +11.6% in assets from 2022 to 2024; this filing shows Kenneth M. Owyang, O.D. Profit Sharing Plan at $760K / 1 participant.
- #2,978
- in Healthcare & Social Assistance (17,684 peers)
- +8.8%
- assets growth YoY
Kenneth M. Owyang, O.D. Profit Sharing Plan among the smaller filed plans by assets
Kenneth M. Owyang, O.D. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$759,514 21st percentile higher than 21% 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
Kenneth M. Owyang, O.D. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kenneth M. Owyang, O.D. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kenneth M. Owyang, O.D. Profit Sharing Plan reported net income rose from -$818K in the plan year 2022 filing to $62K in the plan year 2023 filing.
- Kenneth M. Owyang, O.D. Profit Sharing Plan end-of-year assets rose from $698K in the plan year 2022 filing to $760K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 770018869 · Kenneth M. Owyang PY 2023 · Profit Sharing
Kenneth M. Owyang, O.D. Profit Sharing Plan · $760K · 1 · 21st
- EBSA $760K
- EBSA 1
- EBSA 21st
- EBSA Profit Sharing
- EBSA near Jmc Enterprises, Inc. Retirement Plan
- EBSA ind #2978
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Kenneth M. Owyang, O.D. Profit Sharing Plan in the asset neighbourhood
Kenneth M. Owyang multi-year asset trail
Sponsor-wide plan assets over time
All Kenneth M. Owyang plans reported in each filing year
- Latest sponsor-wide plan assets
- $779K 11.594882069184932% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $698K |
| 2023 | 1 | 1 | $760K |
| 2024 | 1 | 1 | $779K |
Kenneth M. Owyang filing trail (2023)
| Total Assets (Beginning of Year) | $698K |
|---|---|
| Net Assets (End of Year) | $760K |
| Net Income | $62K |
| Employer EIN | 770018869 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Kenneth M. Owyang, O.D. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Jmc Enterprises, Inc. Retirement Plan in MN ($759K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($760K here).
- Jmc Enterprises, Inc. Retirement Plan (MN) $759K · 5
- Miller Supply Co., Inc. of Pittsfield Psp (MA) $759K · 2
- Lovelady State Bank Psp (TX) $759K · 8
- Lineman Investments Inc. Retirement Plan (PA) $760K · 9
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.