401(k) · DOL Form 5500 · 2023

Owen J. Flanagan & Company LLP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 5
Participants Small participant base: 54th
Percentile by assets National rank: $1.6M
Avg per participant High balance/head

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Official DOL plan name: Owen J Flanagan & Company 401(k) · Sponsored by Owen J. Flanagan & Company LLP · New York · Professional & Technical Services

$8M in assets, 5 participants

Owen J. Flanagan & Company LLP's Owen J Flanagan & Company 401(k) reported $8M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

#10,688 in Professional & Technical Services (20,321 peers)

Owen J. Flanagan & Company LLP multi-year trail

Owen J. Flanagan & Company LLP's plans moved +30.6% in assets from 2022 to 2024; this filing shows Owen J Flanagan & Company 401(k) at $8M / 5 participants.

#10,688
in Professional & Technical Services (20,321 peers): +16.6%
assets growth YoY

Owen J Flanagan & Company 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers

Owen J Flanagan & Company 401(k) vs every filed plan by assets

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

$8,147,511 Top 46% higher than 54% 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

Owen J Flanagan & Company 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owen J Flanagan & Company 401(k) is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Owen J Flanagan & Company 401(k) reported net income rose from -$657K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Owen J Flanagan & Company 401(k) reported participants fell from 8 in the plan year 2022 filing to 5 in the plan year 2023 filing.
Owen J Flanagan & Company 401(k) end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132060851 · Owen J. Flanagan & Company LLP PY 2023 · 401(k)

Owen J Flanagan & Company 401(k) · $8M · 5 · 54th

PART $8M
TYPE 5
NET 54th
BOOK 401(k)
VS-ST near Resicap 401(k) Plan
BOY ind #10688

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 New York →

End-of-year total assets ($M) among Owen J Flanagan & Company 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Owen J. Flanagan & Company LLP multi-year asset trail

Latest sponsor-wide plan assets: $9M 30.560938955253665% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	8	$7M
2023	1	5	$8M
2024	1	6	$9M

Owen J. Flanagan & Company LLP filing trail (2023)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	132060851
Plan Effective Date	2013-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Owen J Flanagan & Company 401(k) vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Owen J Flanagan & Company 401(k) side-by-side with 3 peers →

Owen J Flanagan & Company 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Resicap 401(k) Plan in GA ($8M); 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 ($8M here).

Resicap 401(k) Plan (GA) $8M · 352
Et Works Retirement Plan (IN) $8M · 144
O&h Danish Bakery, Inc. 401(k) Plan (WI) $8M · 279
Quaker City Plating, Ltd 401(k) Plan (CA) $8M · 168

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off

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 Owen J Flanagan & Company 401(k) assets move in 2023? ▼

Owen J Flanagan & Company 401(k) grew sharply - up 16.6% during 2023, from $7M to $8M. Reported net income was $1M.

How have Owen J. Flanagan & Company LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Owen J. Flanagan & Company LLP's sponsor-wide assets grew 30.6%, from $7M to $9M.

Which 401(k) plans are similar in size to Owen J Flanagan & Company 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Resicap 401(k) Plan in GA ($8M, 352 participants).

Which 401(k) plans cover a similar participant headcount to Owen J Flanagan & Company 401(k)? ▼

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 132060851.