401(k) · DOL Form 5500 · 2023

Owner Revolution Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
45th
Percentile by assets National rank
$249,422
Avg per participant Above avg balance/head
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Official DOL plan name: Owner Revolution Inc. Employee Stock Ownership and Savings Plan · Sponsored by Owner Revolution Inc. · Iowa · Manufacturing

$5M in assets, 21 participants

Owner Revolution Inc.'s Owner Revolution Inc. Employee Stock Ownership and Savings Plan reported $5M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #5,331 in Manufacturing (18,722 peers)

What the 2023 filing shows

Owner Revolution Inc. Employee Stock Ownership and Savings Plan holds $5M for 21 participants - about $249,422 per participant, in the lower half of filed plans by assets.

#5,331
in Manufacturing (18,722 peers)
+1.2%
assets growth YoY

Owner Revolution Inc. Employee Stock Ownership and Savings Plan's mid-pack asset rank among Manufacturing and all filers

Owner Revolution Inc. Employee Stock Ownership and Savings Plan vs every filed plan by assets

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

$5,237,860 45th percentile higher than 45% 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

Owner Revolution Inc. Employee Stock Ownership and Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owner Revolution Inc. Employee Stock Ownership and Savings Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Owner Revolution Inc. Employee Stock Ownership and Savings Plan reported net income rose from -$206K in the plan year 2022 filing to $116K in the plan year 2023 filing.
  • Owner Revolution Inc. Employee Stock Ownership and Savings Plan reported participants rose from 17 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Owner Revolution Inc. Employee Stock Ownership and Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421303831 · Owner Revolution Inc. PY 2023 · 401(k)

Owner Revolution Inc. Employee Stock Ownership and Savings Plan · $5M · 21 · 45th

  • PHOTO $5M
  • PHOTO 21
  • PHOTO 45th
  • PHOTO 401(k)
  • PHOTO near Jetty National, Inc. 401(k) Plan
  • PHOTO ind #5331

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 →

Owner Revolution Inc. Employee Stock Ownership and Savings Plan in the asset neighbourhood

Owner Revolution Inc. Employee Stock Ownership and Savings PlanOwner Revolution Inc. Employ…$5MJetty National, Inc. 401(k) PlanJetty National, Inc. 401(k) …$5MIV Care of Middle Georgia, Inc. 401(k) Profit Sharing PlanIV Care of Middle Georgia, I…$5MOmni Oxide Corporate Retirement Savings PlanOmni Oxide Corporate Retirem…$5MGsf USA, Inc. 401(k) Retirement PlanGsf USA, Inc. 401(k) Retirem…$5M
End-of-year total assets ($M) among Owner Revolution Inc. Employee Stock Ownership and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$2M
Net Income$116K
Employer EIN421303831
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owner Revolution Inc.)

Sponsor-wide plan assets over time

All Owner Revolution Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.2244270076618002% vs 2022
2023 filing year
$5.15M$5.2M$5.25M 20222023 $5.17M $5.24M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 17 $5M
2023 1 21 $5M

Nearby 401(k) Plans in Iowa

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

Owner Revolution Inc. Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Owner Revolution Inc. Employee Stock Ownership and Savings Plan, Total assets ($B): 0.00523786 · Participants: 21Owner Revolution Inc. Employee Stock Ownership and Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Owner Revolution Inc. Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Owner Revolution Inc. Employee Stock Ownership and Savings Plan side-by-side with 3 peers →

Owner Revolution Inc. Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Jetty National, Inc. 401(k) Plan in NY ($5M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Owner Revolution Inc. Employee Stock Ownership and Savings Plan assets move in 2023? ▼
Owner Revolution Inc. Employee Stock Ownership and Savings Plan edged up modestly - up 1.2% during 2023, from $5M to $5M. Reported net income was $116K.
How have Owner Revolution Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Owner Revolution Inc.'s sponsor-wide assets grew 1.2%, from $5M to $5M.
Which 401(k) plans are similar in size to Owner Revolution Inc. Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jetty National, Inc. 401(k) Plan in NY ($5M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Owner Revolution Inc. Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 421303831.

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.