401(k) · DOL Form 5500 · 2024

Owen-Adams Inc Dba Overhead Door Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
155
Participants Small participant base
67th
Percentile by assets National rank
$108,328
Avg per participant Below avg balance/head
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Official DOL plan name: Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) · Sponsored by Owen-Adams Inc Dba Overhead Door Company · Texas · Retail Trade

$17M in assets, 155 participants

Owen-Adams Inc Dba Overhead Door Company's Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) reported $17M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,238 in Retail Trade (8,048 peers)

Coverage in Texas

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) covers 155 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $17M.

#6,238
in Retail Trade (8,048 peers)
+9.3%
assets growth YoY

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)'s outsized position by total assets

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) vs every filed plan by assets

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

$16,790,878 Top 33% higher than 67% 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

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) 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. Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 472655277 · Owen-Adams Inc Dba Overhead Door Company PY 2024 · 401(k)

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) · $17M · 155 · 67th

  • BOY $17M
  • SCH 155
  • EBSA 67th
  • PART 401(k)
  • TYPE near Contexture LLC 401(k) Plan
  • NET ind #6238

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 Texas →

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) in the asset neighbourhood

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)Owen-Adams, Inc. Dba Overhea…$17MContexture LLC 401(k) Plan$17MDrivewealth 401(k) Plan$17MLewis Communications, Inc. 401(k) Profit Sharing PlanLewis Communications, Inc. 4…$17MMicrometals Security & Retirement Plan and TrustMicrometals Security & Retir…$17M
End-of-year total assets ($M) among Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN472655277
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Owen-Adams Inc Dba Overhead Door Company)

Sponsor-wide plan assets over time

All Owen-Adams Inc Dba Overhead Door Company plans reported in each filing year

Latest sponsor-wide plan assets
$17M 26.5392708674503% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.3M $16.8M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 145 $13M
2023 1 154 $15M
2024 1 155 $17M

Nearby 401(k) Plans in Texas

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

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k), Total assets ($B): 0.016790878 · Participants: 155Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)AT&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
Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) side-by-side with 3 peers →

Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Contexture LLC 401(k) Plan in CO ($17M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) assets move in 2024? ▼
Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k) grew at a solid clip - up 9.3% during 2024, from $15M to $17M. Reported net income was $1M.
How have Owen-Adams Inc Dba Overhead Door Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Owen-Adams Inc Dba Overhead Door Company's sponsor-wide assets grew 26.5%, from $13M to $17M.
Which 401(k) plans are similar in size to Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Contexture LLC 401(k) Plan in CO ($17M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Owen-Adams, Inc. Dba Overhead Door Company of Dallas-Residential 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants, N/A 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 472655277.

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.