401(k) · DOL Form 5500 · 2024

Ownersedge, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
294
Participants Below avg headcount
74th
Percentile by assets National rank
$83,948
Avg per participant Below avg balance/head
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Official DOL plan name: Ownersedge, Inc. 401(k) Profit Sharing Plan · Sponsored by Ownersedge, Inc. · Wisconsin · Information & Media

$25M in assets, 294 participants

Ownersedge, Inc.'s Ownersedge, Inc. 401(k) Profit Sharing Plan reported $25M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,834 in Information & Media (2,822 peers)

Ownersedge, Inc. multi-year trail

Ownersedge, Inc.'s plans moved +22.7% in assets from 2022 to 2024; this filing shows Ownersedge, Inc. 401(k) Profit Sharing Plan at $25M / 294 participants.

#1,834
in Information & Media (2,822 peers)
+20.1%
assets growth YoY

Ownersedge, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Ownersedge, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,680,840 Top 26% higher than 74% 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

Ownersedge, Inc. 401(k) Profit Sharing 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. Ownersedge, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ownersedge, Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Ownersedge, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Ownersedge, Inc. 401(k) Profit Sharing Plan reported participants fell from 316 in the plan year 2023 filing to 294 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472035141 · Ownersedge, Inc. PY 2024 · 401(k)

Ownersedge, Inc. 401(k) Profit Sharing Plan · $25M · 294 · 74th

  • PART $25M
  • TYPE 294
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Atlanta Flooring Design Centers, Inc. Employee Stock Ownership Plan
  • BOY ind #1834

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 Information & Media retirement plans → · Plans in Wisconsin →

Ownersedge, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Van Scoyoc Associates, Inc. 401(k) Profit-Sharing Plan & TrustVan Scoyoc Associates, Inc. …$25MPmt Group, Inc. Profit Sharing 401(k) PlanPmt Group, Inc. Profit Shari…$25MOwnersedge, Inc. 401(k) Profit Sharing PlanOwnersedge, Inc. 401(k) Prof…$25MAtlanta Flooring Design Centers, Inc. Employee Stock Ownership PlanAtlanta Flooring Design Cent…$25MSavings Bank of Mendocino County 401(k) and Profit Sharing PlanSavings Bank of Mendocino Co…$25M
End-of-year total assets ($M) among Ownersedge, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ownersedge, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ownersedge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 22.696079944865673% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $86.9M $107M ▲ +22.7%
Year Plans Participants Total Assets
2022 2 586 $87M
2023 2 593 $97M
2024 2 563 $107M

Ownersedge, Inc. filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN472035141
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Ownersedge, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Ownersedge, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.02468084 · Participants: 294Ownersedge, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Ownersedge, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Ownersedge, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Atlanta Flooring Design Centers, Inc. Employee Stock Ownership Plan in GA ($25M); by covered participants it is Topographic Om, Inc. Retirement Plan in TX (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Ownersedge, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Ownersedge, Inc. 401(k) Profit Sharing Plan grew sharply - up 20.1% during 2024, from $21M to $25M. Reported net income was $4M.
How have Ownersedge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ownersedge, Inc.'s sponsor-wide assets grew 22.7%, from $87M to $107M.
Which 401(k) plans are similar in size to Ownersedge, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlanta Flooring Design Centers, Inc. Employee Stock Ownership Plan in GA ($25M, 345 participants).
Which 401(k) plans cover a similar participant headcount to Ownersedge, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Topographic Om, Inc. Retirement Plan in TX (294 participants, $21M 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 472035141.

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.