401(k) · DOL Form 5500 · 2024
Owl Companies 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 1,045
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $27,814
- Avg per participant Low balance/head
Official DOL plan name: Owl Companies 401(k) Plan · Sponsored by Owl Companies · California · Professional & Technical Services
$29M in assets, 1,045 participants
Owl Companies's Owl Companies 401(k) Plan reported $29M in total assets and 1,045 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #15,483 in Professional & Technical Services (20,173 peers)
Where Owl Companies 401(k) Plan sits by assets
Owl Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 1,045 participants (~$27,814/participant), up 3.2% in 2024.
- #15,483
- in Professional & Technical Services (20,173 peers)
- +3.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Owl Companies 401(k) Plan's outsized position by total assets
Owl Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,065,126 Top 23% higher than 77% 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
Owl Companies 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Owl Companies 401(k) Plan lands in the large band (1,045 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Owl Companies 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $904K in the plan year 2024 filing.
- Owl Companies 401(k) Plan reported participants fell from 1,206 in the plan year 2023 filing to 1,045 in the plan year 2024 filing.
- Owl Companies 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951073804 · Owl Companies PY 2024 · 401(k)
Owl Companies 401(k) Plan · $29M · 1,045 · 77th
- EIN $29M
- RANK 1,045
- PHOTO 77th
- IND 401(k)
- EOY near Metro East Industries Retirement Savings Plan
- 5500 ind #15483
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 California →
Owl Companies 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $904K |
| Employer EIN | 951073804 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Owl Companies)
Sponsor-wide plan assets over time
All Owl Companies plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 15.038682752037916% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,127 | $25M |
| 2023 | 1 | 1,206 | $28M |
| 2024 | 1 | 1,045 | $29M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Owl Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Metro East Industries Retirement Savings Plan in IL ($29M); by covered participants it is Linebarger Goggan Blair & Sampson and Its Affiliates Retirement Plan in TX (1,045 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,045 participants); asset peers above are excluded.
- Linebarger Goggan Blair & Sampson and Its Affiliates Retirement Plan (TX) 1,045 · 0 off
- Feldman Automotive 401(k) Plan & Trust (MI) 1,045 · 0 off
- Csw Industrials, Inc. Employee Savings Plan (TX) 1,045 · 0 off
- Raymond Retirement Plan (WI) 1,045 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.