Owen Industries, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Owen Industries, INC.
  • Sponsor EIN: 470618875
  • Sponsor Address: 501 AVENUE H, CARTER LAKE, IA, 51510
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 466
  • Total Assets: $26.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023466$26.8M$648,050$1.8M
2022466$23.4M$549,101$1.4M

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