401(k) · DOL Form 5500 · 2023

O & W, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
157
Participants Small participant base
68th
Percentile by assets National rank
$98,614
Avg per participant Below avg balance/head
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Official DOL plan name: O & W, Inc. 401(k) Retirement Plan · Sponsored by O & W, Inc. · Michigan · Wholesale Trade

$15M in assets, 157 participants

O & W, Inc.'s O & W, Inc. 401(k) Retirement Plan reported $15M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,958 in Wholesale Trade (6,309 peers)

Coverage in Michigan

O & W, Inc. 401(k) Retirement Plan covers 157 participants in Michigan, about 25% of the average Michigan filer (state average ~638 per filing). Assets: $15M.

#3,958
in Wholesale Trade (6,309 peers)
+15.9%
assets growth YoY

O & W, Inc. 401(k) Retirement Plan's outsized position by total assets

O & W, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$15,482,451 Top 32% higher than 68% 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

O & W, Inc. 401(k) Retirement 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. O & W, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O & W, Inc. 401(k) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • O & W, Inc. 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • O & W, Inc. 401(k) Retirement Plan reported participants rose from 143 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 381540106 · O & W, Inc. PY 2023 · 401(k)

O & W, Inc. 401(k) Retirement Plan · $15M · 157 · 68th

  • BOY $15M
  • BOY 157
  • BOY 68th
  • BOY 401(k)
  • BOY near Promed Molded Products, Inc. 401(k) Plan
  • BOY ind #3958

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 Wholesale Trade retirement plans → · Plans in Michigan →

O & W, Inc. 401(k) Retirement Plan in the asset neighbourhood

O & W, Inc. 401(k) Retirement PlanO & W, Inc. 401(k) Retiremen…$15MPromed Molded Products, Inc. 401(k) PlanPromed Molded Products, Inc.…$15MKura Oncology, Inc. 401(k) PlanKura Oncology, Inc. 401(k) P…$15MSpringhill Medical Services Inc. 401(k) Savings PlanSpringhill Medical Services …$15MInnovative Management Concepts, Inc. 401(k) PlanInnovative Management Concep…$15M
End-of-year total assets ($M) among O & W, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN381540106
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O & W, Inc.)

Sponsor-wide plan assets over time

All O & W, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 39.15830641645911% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.4M $18.6M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 143 $13M
2023 1 157 $15M
2024 1 170 $19M

Nearby 401(k) Plans in Michigan

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

O & W, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants O & W, Inc. 401(k) Retirement Plan, Total assets ($B): 0.015482451 · Participants: 157O & W, Inc. 401(k) Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
O & W, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare O & W, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

O & W, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Promed Molded Products, Inc. 401(k) Plan in MN ($15M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 O & W, Inc. 401(k) Retirement Plan assets move in 2023? ▼
O & W, Inc. 401(k) Retirement Plan grew sharply - up 15.9% during 2023, from $13M to $15M. Reported net income was $2M.
How have O & W, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O & W, Inc.'s sponsor-wide assets grew 39.2%, from $13M to $19M.
Which 401(k) plans are similar in size to O & W, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Promed Molded Products, Inc. 401(k) Plan in MN ($15M, 268 participants).
Which 401(k) plans cover a similar participant headcount to O & W, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 381540106.

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.