401(k) · DOL Form 5500 · 2024

Ozzy Jiwani Inc 401(k) Plan

Data updated 2026-08-25

$698K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$698,006
Avg per participant High balance/head
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Official DOL plan name: Ozzy Jiwani Inc 401(k) Plan · Sponsored by Ozzy Jiwani Inc · Georgia · Retail Trade

$698K in assets, 1 participants

Ozzy Jiwani Inc's Ozzy Jiwani Inc 401(k) Plan reported $698K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,555 in Retail Trade (8,048 peers)

Ozzy Jiwani Inc multi-year trail

Ozzy Jiwani Inc's plans moved -11.6% in assets from 2022 to 2024; this filing shows Ozzy Jiwani Inc 401(k) Plan at $698K / 1 participant.

#2,555
in Retail Trade (8,048 peers)
-6.3%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ozzy Jiwani Inc 401(k) Plan among the smaller filed plans by assets

Ozzy Jiwani Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$698,006 20th percentile higher than 20% of 123,620 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 2024

Ozzy Jiwani Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ozzy Jiwani Inc 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ozzy Jiwani Inc 401(k) Plan end-of-year assets fell from $745K in the plan year 2023 filing to $698K in the plan year 2024 filing.
  • Ozzy Jiwani Inc 401(k) Plan reported net income fell from -$45K in the plan year 2023 filing to -$47K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 851282649 · Ozzy Jiwani Inc PY 2024 · 401(k)

Ozzy Jiwani Inc 401(k) Plan · $698K · 1 · 20th

  • TYPE $698K
  • NET 1
  • BOOK 20th
  • VS-ST 401(k)
  • BOY near At Home Independent Living, Inc. 401(k) Plan
  • SCH ind #2555

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 Retail Trade retirement plans → · Plans in Georgia →

Ozzy Jiwani Inc 401(k) Plan in the asset neighbourhood

Ozzy Jiwani Inc 401(k) Plan$698KAt Home Independent Living, Inc. 401(k) PlanAt Home Independent Living, …$698KLord Hobo Brewing Company 401(k) PlanLord Hobo Brewing Company 40…$698KMatrix Parcels 401(k) Trust$698KDevalan Holdings Corp. 401(k) PlanDevalan Holdings Corp. 401(k…$698K
End-of-year total assets ($M) among Ozzy Jiwani Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ozzy Jiwani Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ozzy Jiwani Inc plans reported in each filing year

Latest sponsor-wide plan assets
$698K 11.585382073266969% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M 202220232024 $0.79M $0.7M ▼ -11.4%
Year Plans Participants Total Assets
2022 1 1 $789K
2023 1 1 $745K
2024 1 1 $698K

Ozzy Jiwani Inc filing trail (2024)

Total Assets (Beginning of Year)$745K
Net Assets (End of Year)$698K
Net Income-$47K
Employer EIN851282649
Plan Effective Date2021-07-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Ozzy Jiwani Inc 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Ozzy Jiwani Inc 401(k) Plan, Total assets ($B): 0.000698006 · Participants: 1Ozzy Jiwani Inc 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Ozzy Jiwani Inc 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Ozzy Jiwani Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is At Home Independent Living, Inc. 401(k) Plan in NY ($698K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($698K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ozzy Jiwani Inc 401(k) Plan assets move in 2024?
Ozzy Jiwani Inc 401(k) Plan pulled back noticeably - down 6.3% during 2024, from $745K to $698K. Reported net income was -$47K.
How have Ozzy Jiwani Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Ozzy Jiwani Inc's sponsor-wide assets declined 11.6%, from $789K to $698K.
Where does Ozzy Jiwani Inc 401(k) Plan rank by assets among Form 5500 filers?
Ozzy Jiwani Inc 401(k) Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ozzy Jiwani Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is At Home Independent Living, Inc. 401(k) Plan in NY ($698K, 16 participants).
Which 401(k) plans cover a similar participant headcount to Ozzy Jiwani Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).