401(k) · DOL Form 5500 · 2023

Geo Owl LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
79
Participants Small participant base
32nd
Percentile by assets National rank
$28,959
Avg per participant Low balance/head
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Official DOL plan name: Geo Owl LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Geo Owl LLC · North Carolina · Professional & Technical Services

$2M in assets, 79 participants

Geo Owl LLC's Geo Owl LLC 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,738 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Geo Owl LLC 401(k) Profit Sharing Plan and Trust holds $2M for 79 participants - about $28,959 per participant, in the lower half of filed plans by assets.

#5,738
in Professional & Technical Services (20,321 peers)
+7.6%
assets growth YoY

Geo Owl LLC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Geo Owl LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,287,747 32nd percentile higher than 32% 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

Geo Owl LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Geo Owl LLC 401(k) Profit Sharing Plan and Trust is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Geo Owl LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$342K in the plan year 2022 filing to $163K in the plan year 2023 filing.
  • Geo Owl LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Geo Owl LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 84 in the plan year 2022 filing to 79 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 462832568 · Geo Owl LLC PY 2023 · 401(k)

Geo Owl LLC 401(k) Profit Sharing Plan and Trust · $2M · 79 · 32nd

  • NET $2M
  • NET 79
  • NET 32nd
  • NET 401(k)
  • NET near Rmrk Enterprises Inc. Retirement Plan
  • NET ind #5738

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 North Carolina →

Geo Owl LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Geo Owl LLC 401(k) Profit Sharing Plan and TrustGeo Owl LLC 401(k) Profit Sh…$2MRmrk Enterprises Inc. Retirement PlanRmrk Enterprises Inc. Retire…$2MAvon Machining, LLC 401(k) PlanAvon Machining, LLC 401(k) P…$2MSporcle Inc 401(k) Profit Sharing Plan & TrustSporcle Inc 401(k) Profit Sh…$2MDavid T. Van Zant, Dds, Inc. 401(k) PlanDavid T. Van Zant, Dds, Inc.…$2M
End-of-year total assets ($M) among Geo Owl LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$163K
Employer EIN462832568
Plan Effective Date2013-04-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Geo Owl LLC)

Sponsor-wide plan assets over time

All Geo Owl LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.649918383115163% vs 2022
2023 filing year
$2.1M$2.15M$2.2M$2.25M$2.3M$2.35M 20222023 $2.13M $2.29M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 84 $2M
2023 1 79 $2M

Nearby 401(k) Plans in North Carolina

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

Geo Owl LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Geo Owl LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002287747 · Participants: 79Geo Owl LLC 401(k) Profit Sharing Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Geo Owl LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Geo Owl LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Geo Owl LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Rmrk Enterprises Inc. Retirement Plan in TX ($2M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Geo Owl LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Geo Owl LLC 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 7.6% during 2023, from $2M to $2M. Reported net income was $163K.
How have Geo Owl LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Geo Owl LLC's sponsor-wide assets grew 7.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Geo Owl LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rmrk Enterprises Inc. Retirement Plan in TX ($2M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Geo Owl LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants, $9M 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 462832568.

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.