· 2022–2024 · DOL EFAST2

Owen Energy Solutions, LLC — Owen Energy Soulutions, Form 5500 (2025)

Original filing (PDF)20260720134655NAL0013505426010

Owen Energy Solutions, LLC

Form 5500-SF

FILING_RECEIVED

Owen Energy Soulutions Individual 401(k) Plan

401(k) retirement plan · Owen Energy Solutions, LLC's Owen Energy Soulutions Individual 401(k) Plan held $1.8M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

77

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OWEN ENERGY SOLUTIONS, LLC.

Plan sponsor

Name

OWEN ENERGY SOLUTIONS, LLC

EIN

45-3211109all filings

Address

7554 PINEHURST DR. · CINCINNATI, OH · 45244

Phone

(513) 356-6602

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

Manco Holdings, LLC

Manco 401(k) Plan

$1.8M · 19 participants

Delta Medical Systems, Inc.

Delta Medical Systems, Inc. Cash Balance Plan

$1.8M · 4 participants

BEE Equipment Sales, Ltd.

BEE Equipment Sales, Ltd. 401(k) Plan

$1.8M · 19 participants

Crazy Cousins, Inc.

Crazy Cousins, Inc. 401(k) Plan

$1.8M · 39 participants

Pannello Systems, LLC

Pannello Systems, LLC 401(k) Plan

$1.8M · 12 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.