Original filing (PDF)20250214135845NAL0041060912001

OWEN HEALTH GROUP

Name: OWEN HEALTH GROUP — OWEN HEALTH GROUP 401(K) PLAN, Form 5500 (2024)
Creator: OWEN HEALTH GROUP

Form 5500-SF

FILING_RECEIVED

OWEN HEALTH GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

OWEN HEALTH GROUP

EIN

81-4999799all filings

Address

5028 122ND ST · LUBBOCK, TX · 79424

Phone

(806) 749-7975

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

LIVING TREE PEDIATRICS, PLLC

LIVING TREE PEDIATRICS, PLLC 401(K) PLAN

$473K · 10 participants

JOSE J. ALDRICH, M.D., P.A.

JOSE J. ALDRICH, M.D. 401K PLAN

$473K · 9 participants

MICHAEL O. LAGRONE MD PA

MICHAEL O. LAGRONE MD PA 401K

$473K · 2 participants

JOSEPH COHEN M D P A

JOSEPH COHEN MD PA-401K

$473K · 5 participants

PACIFIC DERMATOLOGY

PACIFIC DERMATOLOGY PENSION PLAN

$473K · 7 participants

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