401(k) · DOL Form 5500 · 2024
O5 Enterprises 401(k) Plan
Data updated 2026-08-25
- $503K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $167,630
- Avg per participant Above avg balance/head
Official DOL plan name: O5 Enterprises 401(k) Plan · Sponsored by O5 Enterprises · California · Other Services
$503K in assets, 3 participants
O5 Enterprises's O5 Enterprises 401(k) Plan reported $503K in total assets and 3 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.
- #2,906 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, O5 Enterprises 401(k) Plan ranks #2,906 of 7,719 2024 filers by assets (3991% of the sector average)-$503K for 3 participants.
- #2,906
- in Other Services (7,719 peers)
- +990.3%
- assets growth YoY
O5 Enterprises 401(k) Plan among the smaller filed plans by assets
O5 Enterprises 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$502,889 18th percentile higher than 18% 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
O5 Enterprises 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O5 Enterprises 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O5 Enterprises 401(k) Plan reported net income rose from $15K in the plan year 2023 filing to $457K in the plan year 2024 filing.
- O5 Enterprises 401(k) Plan end-of-year assets rose from $46K in the plan year 2023 filing to $503K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 823403995 · O5 Enterprises PY 2024 · 401(k)
O5 Enterprises 401(k) Plan · $503K · 3 · 18th
- 5500 $503K
- 5500 3
- 5500 18th
- 5500 401(k)
- 5500 near The Gilbert Automotive Corp. 401(k) Plan
- 5500 ind #2906
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 Other Services retirement plans → · Plans in California →
O5 Enterprises 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $46K |
|---|---|
| Net Assets (End of Year) | $503K |
| Net Income | $457K |
| Employer EIN | 823403995 |
| Plan Effective Date | 2017-11-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O5 Enterprises)
Sponsor-wide plan assets over time
All O5 Enterprises plans reported in each filing year
- Latest sponsor-wide plan assets
- $503K 1539.1961928354901% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $31K |
| 2023 | 3 | 6 | $295K |
| 2024 | 1 | 3 | $503K |
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
O5 Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Gilbert Automotive Corp. 401(k) Plan in ME ($503K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($503K here).
- The Gilbert Automotive Corp. 401(k) Plan (ME) $503K · N/A
- Acros Capital Inc. 401(k) Plan (GA) $503K · N/A
- Sweet Tooth, Inc. 401(k) Plan (OR) $503K · 5
- Proact Environmental Inc 401(k) Plan (PA) $503K · 8
Similar participant headcount
Nearest other-state filings by covered participants (3 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.