401(k) · DOL Form 5500 · 2024

Big O, Inc. 401(k) Plan

Data updated 2026-08-25

$527K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$131,702
Avg per participant Near avg balance/head
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Official DOL plan name: Big O, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Big O, Inc. · New York · Retail Trade

$527K in assets, 4 participants

Big O, Inc.'s Big O, Inc. 401(k) Profit Sharing Plan and Trust reported $527K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,319 in Retail Trade (8,048 peers)

Big O, Inc. multi-year trail

Big O, Inc.'s plans moved +79.9% in assets from 2022 to 2024; this filing shows Big O, Inc. 401(k) Profit Sharing Plan and Trust at $527K / 4 participants.

#2,319
in Retail Trade (8,048 peers)
+30.0%
assets growth YoY

Big O, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Big O, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$526,809 18th percentile higher than 18% 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

Big O, Inc. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Big O, Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Big O, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $405K in the plan year 2023 filing to $527K in the plan year 2024 filing.
  • Big O, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Big O, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $113K in the plan year 2023 filing to $121K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 141722339 · Big O, Inc. PY 2024 · 401(k)

Big O, Inc. 401(k) Profit Sharing Plan and Trust · $527K · 4 · 18th

  • EBSA $527K
  • EBSA 4
  • EBSA 18th
  • EBSA 401(k)
  • EBSA near Ball Logistics, Inc 401(k) Plan
  • EBSA ind #2319

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 New York →

Big O, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Big O, Inc. 401(k) Profit Sharing Plan and TrustBig O, Inc. 401(k) Profit Sh…$527KBall Logistics, Inc 401(k) PlanBall Logistics, Inc 401(k) P…$527KCinnamon Cc, Inc. 401(k) Profit Sharing PlanCinnamon Cc, Inc. 401(k) Pro…$527KBijou Holdings Inc. 401(k) PlanBijou Holdings Inc. 401(k) P…$527KDgb Solutions, Inc. 401(k) PlanDgb Solutions, Inc. 401(k) P…$527K
End-of-year total assets ($M) among Big O, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Big O, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Big O, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$527K 79.88424503175578% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.29M $0.53M ▲ +82.8%
Year Plans Participants Total Assets
2022 1 4 $293K
2023 1 5 $405K
2024 1 4 $527K

Big O, Inc. filing trail (2024)

Total Assets (Beginning of Year)$405K
Net Assets (End of Year)$527K
Net Income$121K
Employer EIN141722339
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Big O, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Big O, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000526809 · Participants: 4Big O, Inc. 401(k) Profit Sharing Plan and TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Big O, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants

Big O, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ball Logistics, Inc 401(k) Plan in WA ($527K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($527K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Big O, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024?
Big O, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 30.0% during 2024, from $405K to $527K. Reported net income was $121K.
How have Big O, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Big O, Inc.'s sponsor-wide assets grew 79.9%, from $293K to $527K.
Where does Big O, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Big O, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Big O, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Ball Logistics, Inc 401(k) Plan in WA ($527K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Big O, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).