401(k) · DOL Form 5500 · 2023
Earl Owen Company, Inc. 401(k) Profit Sharing Plan
Data updated 2026-05-15
- $2M
- Total assets
- 125
- Participants
- 28th
- Percentile by assets
- $12,405
- Avg per participant
Sponsored by Earl Owen Company, Inc. · Texas · Wholesale Trade
What the 2023 filing shows
Earl Owen Company, Inc. 401(k) Profit Sharing Plan holds $2M for 125 participants - about $12,405 per participant, in the lower half of filed plans by assets, down 86.7% over the 2023 plan year.
- $2M
- total plan assets (2023 EOY)
- 125
- covered participants
- 28th
- percentile by assets (of 126,618 plans)
- $12,405
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) · DOL Form 5500 · 2023
What the Filing Says About Earl Owen Company, Inc. 401(k) Profit Sharing Plan
Earl Owen Company, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Earl Owen Company, Inc., headquartered in Texas. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 125 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 751548733, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets contracted severely from $12M at the beginning of 2023 to $2M at year-end - down 86.7%. Net assets (after liabilities) closed the year at $2M, with reported net income of -$10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Across the 2 plan years Earl Owen Company, Inc. has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $12M to $2M, a decline of 86.7%, while reported participants moved from 129 to 125 (-3.1%). Year-by-year, sponsor-wide filings show: 2022 - $12M in assets across 1 plan covering 129 participants; 2023 - $2M in assets across 1 plan covering 125 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Earl Owen Company, Inc. 401(k) Profit Sharing Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Total Assets (End of Year) | $2M |
| Net Assets (End of Year) | $2M |
| Net Income | -$10M |
| Plan Type | 401(k) |
| Employer EIN | 751548733 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Earl Owen Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $12M |
| 2023 | 1 | 125 | $2M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
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Frequently Asked Questions
How much money is in the Earl Owen Company, Inc. 401(k) Profit Sharing Plan? ▼
What type of plan is Earl Owen Company, Inc. 401(k) Profit Sharing Plan? ▼
Who sponsors the Earl Owen Company, Inc. 401(k) Profit Sharing Plan? ▼
How did Earl Owen Company, Inc. 401(k) Profit Sharing Plan perform in 2023? ▼
What this filing means
Ways to act on Earl Owen Company, Inc. 401(k) Profit Sharing Plan's numbers.
- By total assets, Earl Owen Company, Inc. 401(k) Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Earl Owen Company, Inc.'s sponsor-wide assets have declined 86.7% since 2022 across 2 plan years on file. More Wholesale Trade plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751548733.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.