401(k) · DOL Form 5500 · 2024
Owen, Little & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $182,736
- Avg per participant Above avg balance/head
Official DOL plan name: Owen, Little & Associates, Inc. 401(k) Plan · Sponsored by Owen, Little & Associates, Inc. · New Jersey · Professional & Technical Services
$5M in assets, 25 participants
Owen, Little & Associates, Inc.'s Owen, Little & Associates, Inc. 401(k) Plan reported $5M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,613 in Professional & Technical Services (20,173 peers)
Owen, Little & Associates, Inc. multi-year trail
Owen, Little & Associates, Inc.'s plans moved +27.2% in assets from 2022 to 2024; this filing shows Owen, Little & Associates, Inc. 401(k) Plan at $5M / 25 participants.
- #7,613
- in Professional & Technical Services (20,173 peers)
- -0.9%
- assets change YoY
The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Owen, Little & Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Owen, Little & Associates, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,568,396 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Owen, Little & Associates, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owen, Little & Associates, Inc. 401(k) Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Owen, Little & Associates, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$40K in the plan year 2024 filing.
- Owen, Little & Associates, Inc. 401(k) Plan reported participants fell from 28 in the plan year 2023 filing to 25 in the plan year 2024 filing.
DOL schedule card
Filing strip 222430704 · Owen, Little & Associates, Inc. PY 2024 · 401(k)
Owen, Little & Associates, Inc. 401(k) Plan · $5M · 25 · 40th
- VS-ST $5M
- BOY 25
- SCH 40th
- EBSA 401(k)
- PART near Arizona Center for Oral Surgery, P.L.C. Profit Sharing Plan and Trust
- TYPE ind #7613
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 Jersey →
Owen, Little & Associates, Inc. 401(k) Plan in the asset neighbourhood
Owen, Little & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Owen, Little & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 27.193600110477334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $4M |
| 2023 | 1 | 28 | $5M |
| 2024 | 1 | 25 | $5M |
Owen, Little & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$40K |
| Employer EIN | 222430704 |
| Plan Effective Date | 1995-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Owen, Little & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Arizona Center for Oral Surgery, P.L.C. Profit Sharing Plan and Trust in AZ ($5M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Idaho Skin Surgery Center 401(k) Plan (ID) 25 · 0 off
- Cullman Primary Care, P.C. 401(k) Profit Sharing Plan (AL) 25 · 0 off
- Mika Digital Services, Inc. 401(k) Plan (TX) 25 · 0 off
- First State Bank 401(k) Plan (OK) 25 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.