401(k) · DOL Form 5500 · 2024
Owen J. Flanagan & Company LLP 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Owen J Flanagan & Company 401(k) · Sponsored by Owen J. Flanagan & Company LLP · New York · Professional & Technical Services
$9M in assets, 6 participants
Owen J. Flanagan & Company LLP's Owen J Flanagan & Company 401(k) reported $9M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,487 in Professional & Technical Services (20,173 peers)
Owen J. Flanagan & Company LLP multi-year trail
Owen J. Flanagan & Company LLP's plans moved +30.6% in assets from 2022 to 2024; this filing shows Owen J Flanagan & Company 401(k) at $9M / 6 participants.
- #10,487
- in Professional & Technical Services (20,173 peers)
- +11.9%
- assets growth YoY
Owen J Flanagan & Company 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers
Owen J Flanagan & Company 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,120,290 Top 46% higher than 54% 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 J Flanagan & Company 401(k) among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owen J Flanagan & Company 401(k) is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Owen J Flanagan & Company 401(k) reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Owen J Flanagan & Company 401(k) reported net income fell from $1M in the plan year 2023 filing to $973K in the plan year 2024 filing.
- Owen J Flanagan & Company 401(k) end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
DOL schedule card
Filing strip 132060851 · Owen J. Flanagan & Company LLP PY 2024 · 401(k)
Owen J Flanagan & Company 401(k) · $9M · 6 · 54th
- BOY $9M
- BOY 6
- BOY 54th
- BOY 401(k)
- BOY near Pavlov Media, Inc 401(k) Plan
- BOY ind #10487
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 York →
Owen J Flanagan & Company 401(k) in the asset neighbourhood
Owen J. Flanagan & Company LLP multi-year asset trail
Sponsor-wide plan assets over time
All Owen J. Flanagan & Company LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 30.560938955253665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $7M |
| 2023 | 1 | 5 | $8M |
| 2024 | 1 | 6 | $9M |
Owen J. Flanagan & Company LLP filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $973K |
| Employer EIN | 132060851 |
| Plan Effective Date | 2013-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Owen J Flanagan & Company 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Pavlov Media, Inc 401(k) Plan in IL ($9M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Pavlov Media, Inc 401(k) Plan (IL) $9M · 290
- Criteria Corp 401(k) Plan (CA) $9M · 106
- Wellbiz Brands, Inc. 401(k) Plan (CO) $9M · 135
- Heart + Paw 401(k) Plan (PA) $9M · 434
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.