401(k) · DOL Form 5500 · 2023
Owen Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 406
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $65,942
- Avg per participant Below avg balance/head
Official DOL plan name: Owen Industries, Inc. Profit Sharing & 401(k) Plan · Sponsored by Owen Industries, Inc. · Iowa · Manufacturing
$27M in assets, 406 participants
Owen Industries, Inc.'s Owen Industries, Inc. Profit Sharing & 401(k) Plan reported $27M in total assets and 406 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #12,871 in Manufacturing (18,722 peers)
Where Owen Industries, Inc. Profit Sharing & 401(k) Plan sits by assets
Owen Industries, Inc. Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 406 participants (~$65,942/participant), up 14.4% in 2023.
- #12,871
- in Manufacturing (18,722 peers)
- +14.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Owen Industries, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets
Owen Industries, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,772,359 Top 22% higher than 78% 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 Industries, Inc. Profit Sharing & 401(k) 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. Owen Industries, Inc. Profit Sharing & 401(k) Plan sits mid-pack in the medium band (406 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Owen Industries, Inc. Profit Sharing & 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Owen Industries, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Owen Industries, Inc. Profit Sharing & 401(k) Plan reported participants rose from 400 in the plan year 2022 filing to 406 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 470618875 · Owen Industries, Inc. PY 2023 · 401(k)
Owen Industries, Inc. Profit Sharing & 401(k) Plan · $27M · 406 · 78th
- EIN $27M
- RANK 406
- PHOTO 78th
- IND 401(k)
- EOY near Dunham's Athleisure Corporation 401(k) Savings & Retirement Plan
- 5500 ind #12871
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 Manufacturing retirement plans → · Plans in Iowa →
Owen Industries, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 470618875 |
| Plan Effective Date | 1959-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Owen Industries, Inc.)
Sponsor-wide plan assets over time
All Owen Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 5.758520689656057% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 400 | $23M |
| 2023 | 1 | 406 | $27M |
| 2024 | 1 | 500 | $25M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Owen Industries, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Dunham's Athleisure Corporation 401(k) Savings & Retirement Plan in MI ($27M); by covered participants it is Motion Pt Group, Inc. 401(k) Plan in NJ (406 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (406 participants); asset peers above are excluded.
- Motion Pt Group, Inc. 401(k) Plan (NJ) 406 · 0 off
- Bedford Industries, Inc. Salary Savings Plan (MN) 406 · 0 off
- Cmt Profit Sharing/401(k) Plan (IL) 406 · 0 off
- Partners Senior Living Options Employee Retirement Plan (MN) 406 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.