401(k) · DOL Form 5500 · 2023

Owens, Renz and Lee 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
577
Participants Below avg headcount
33rd
Percentile by assets National rank
$4,432
Avg per participant Low balance/head
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Official DOL plan name: Owens, Renz and Lee 401(k) Profit Sharing Plan · Sponsored by Owens, Renz and Lee · Connecticut · Real Estate

$3M in assets, 577 participants

Owens, Renz and Lee's Owens, Renz and Lee 401(k) Profit Sharing Plan reported $3M in total assets and 577 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,524 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Owens, Renz and Lee 401(k) Profit Sharing Plan ranks #2,524 of 4,727 2023 filers by assets (1015% of the sector average)-$3M for 577 participants.

#2,524
in Real Estate (4,727 peers)
+11.0%
assets growth YoY

Owens, Renz and Lee 401(k) Profit Sharing Plan among the smaller filed plans by assets

Owens, Renz and Lee 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,557,433 33rd percentile higher than 33% 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

Owens, Renz and Lee 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. Owens, Renz and Lee 401(k) Profit Sharing Plan sits mid-pack in the medium band (577 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Owens, Renz and Lee 401(k) Profit Sharing Plan reported net income rose from -$15K in the plan year 2022 filing to $254K in the plan year 2023 filing.
  • Owens, Renz and Lee 401(k) Profit Sharing Plan reported participants fell from 716 in the plan year 2022 filing to 577 in the plan year 2023 filing.
  • Owens, Renz and Lee 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061300465 · Owens, Renz and Lee PY 2023 · 401(k)

Owens, Renz and Lee 401(k) Profit Sharing Plan · $3M · 577 · 33rd

  • BOY $3M
  • SCH 577
  • EBSA 33rd
  • PART 401(k)
  • TYPE near Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan)
  • NET ind #2524

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 Real Estate retirement plans → · Plans in Connecticut →

Owens, Renz and Lee 401(k) Profit Sharing Plan in the asset neighbourhood

Owens, Renz and Lee 401(k) Profit Sharing PlanOwens, Renz and Lee 401(k) P…$3MTraining and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan)Training and Research Founda…$3MPaulaz Enterprises Inc. Retirement PlanPaulaz Enterprises Inc. Reti…$3MTranscom 401(k) Retirement Savings PlanTranscom 401(k) Retirement S…$3MCustom Engineered Wheels, Inc. 401(k) Profit Sharing PlanCustom Engineered Wheels, In…$3M
End-of-year total assets ($M) among Owens, Renz and Lee 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$254K
Employer EIN061300465
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owens, Renz and Lee)

Sponsor-wide plan assets over time

All Owens, Renz and Lee plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.030152368184329% vs 2022
2023 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M 20222023 $2.3M $2.56M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 716 $2M
2023 1 577 $3M

Nearby 401(k) Plans in Connecticut

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

Owens, Renz and Lee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Owens, Renz and Lee 401(k) Profit Sharing Plan, Total assets ($B): 0.002557433 · Participants: 577Owens, Renz and Lee 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Owens, Renz and Lee 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Owens, Renz and Lee 401(k) Profit Sharing Plan side-by-side with 3 peers →

Owens, Renz and Lee 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) in CA ($3M); by covered participants it is Breg, Inc. 401(k) Plan in CA (577 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (577 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 Owens, Renz and Lee 401(k) Profit Sharing Plan assets move in 2023? ▼
Owens, Renz and Lee 401(k) Profit Sharing Plan grew at a solid clip - up 11.0% during 2023, from $2M to $3M. Reported net income was $254K.
How have Owens, Renz and Lee plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Owens, Renz and Lee's sponsor-wide assets grew 11.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Owens, Renz and Lee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Training and Research Foundation 401(k) Profit Sharing Plan (Restated Money Purchase Pension Plan) in CA ($3M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Owens, Renz and Lee 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Breg, Inc. 401(k) Plan in CA (577 participants, $37M 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 061300465.

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.