How big is Ownwell, Inc.'s plan?

Ownwell, Inc.'s plan reported $1.2M in assets and 100 participants for 2025.

Original filing (PDF)20260427220317NAL0005076259053

Ownwell, Inc.

Name: Ownwell, Inc. — Ownwell 401(k) Plan, Form 5500 (2025)
Creator: Ownwell, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ownwell 401(k) Plan

401(k) retirement plan · Ownwell, Inc.'s Ownwell 401(k) Plan held $1.2M in plan assets for 100 participants in 2025.

Active participants

100

Accounts w/ balance

117

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Ownwell, Inc.'s EIN is 85-1343372.

EIN 85-1343372

Plan number 001

Plan year 2025

ACK ID 20260427220317NAL0005076259053

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ownwell, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ownwell, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off