401(k) · DOL Form 5500 · 2024

O9 Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
476
Participants Below avg headcount
78th
Percentile by assets National rank
$68,198
Avg per participant Below avg balance/head
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Official DOL plan name: O9 Solutions 401(k) Plan · Sponsored by O9 Solutions, Inc. · Texas · Professional & Technical Services

$32M in assets, 476 participants

O9 Solutions, Inc.'s O9 Solutions 401(k) Plan reported $32M in total assets and 476 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,876 in Professional & Technical Services (20,173 peers)

Where O9 Solutions 401(k) Plan sits by assets

O9 Solutions 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 476 participants (~$68,198/participant), up 39.6% in 2024.

#15,876
in Professional & Technical Services (20,173 peers)
+39.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

O9 Solutions 401(k) Plan's outsized position by total assets

O9 Solutions 401(k) Plan vs every filed plan by assets

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

$32,462,107 Top 22% higher than 78% 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

O9 Solutions 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O9 Solutions 401(k) Plan sits mid-pack in the medium band (476 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • O9 Solutions 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • O9 Solutions 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • O9 Solutions 401(k) Plan reported participants fell from 493 in the plan year 2023 filing to 476 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 271421035 · O9 Solutions, Inc. PY 2024 · 401(k)

O9 Solutions 401(k) Plan · $32M · 476 · 78th

  • EIN $32M
  • RANK 476
  • PHOTO 78th
  • IND 401(k)
  • EOY near 401(k) Plan for Employees of the Decurion Corporation
  • 5500 ind #15876

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 Texas →

O9 Solutions 401(k) Plan in the asset neighbourhood

Valet Living, LLC 401(k) Profit Sharing PlanValet Living, LLC 401(k) Pro…$32MCaltrol, Inc. 401(k) Savings PlanCaltrol, Inc. 401(k) Savings…$32MO9 Solutions 401(k) Plan$32M401(k) Plan for Employees of the Decurion Corporation401(k) Plan for Employees of…$32MAmerican Hospitality Associations 401(k) PlanAmerican Hospitality Associa…$32M
End-of-year total assets ($M) among O9 Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$32M
Net Income$9M
Employer EIN271421035
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O9 Solutions, Inc.)

Sponsor-wide plan assets over time

All O9 Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 122.60935403315088% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $14.6M $32.5M ▲ +122.6%
Year Plans Participants Total Assets
2022 1 366 $15M
2023 1 493 $23M
2024 1 476 $32M

Nearby 401(k) Plans in Texas

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

O9 Solutions 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants O9 Solutions 401(k) Plan, Total assets ($B): 0.032462107 · Participants: 476O9 Solutions 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
O9 Solutions 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare O9 Solutions 401(k) Plan side-by-side with 3 peers →

O9 Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is 401(k) Plan for Employees of the Decurion Corporation in CA ($32M); by covered participants it is Flushing Bank 401(k) Savings Plan in NY (476 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (476 participants); 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 O9 Solutions 401(k) Plan assets move in 2024? ▼
O9 Solutions 401(k) Plan surged - up 39.6% during 2024, from $23M to $32M. Reported net income was $9M.
How have O9 Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O9 Solutions, Inc.'s sponsor-wide assets grew 122.6%, from $15M to $32M.
Where does O9 Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
O9 Solutions 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to O9 Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Employees of the Decurion Corporation in CA ($32M, 164 participants).
Which 401(k) plans cover a similar participant headcount to O9 Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Flushing Bank 401(k) Savings Plan in NY (476 participants, $121M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271421035.

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.