Owl Companies 401(k) Plan: Login, Facts & Contact Information

Owl Companies 401(k) Plan Facts

Plan name
OWL COMPANIES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OWL COMPANIES
Participants
1,508 (924 active employees)
Former employees with a balance
261
Plan assets
$29,065,126 at Dec 31, 2024
Average account balance
$36,016 across 807 accounts
Employer contributions
$2,904,172 in plan year 2024 (70% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1966
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.18 million went into the plan in contributions, $2.90 million of it from the employer (70%).
  • $6.83 million was paid out to participants.
  • Investment and other income added $3.68 million.
  • Administrative expenses were $135,003, about $167 per account.

How the Owl Companies 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,888$31.2 million$520,091$3.92 million
20202,096$31.7 million$475,586$5.18 million
20211,958$32.5 million$410,825$5.31 million
20221,387$25.3 million$309,617$4.16 million
20231,455$28.2 million$3.27 million$5.55 million
20241,508$29.1 million$2.90 million$6.83 million

Owl Companies 401(k) Contact Information

Phone
949-797-2031
Mailing address
2465 CAMPUS DRIVE, IRVINE CA 92612
Plan sponsor
OWL COMPANIES
Employer identification number (EIN)
95-1073804
Plan number
001

Questions about the Owl Companies 401(k)

Does Owl Companies contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.90 million, 70% of all contributions.

Does the Owl Companies 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Owl Companies 401(k) plan?

1,508 participants at the start of plan year 2024, 924 of them active employees, and 261 former employees who still had money in the plan.

What is the average 401(k) balance at Owl Companies?

About $36,016 per account: $29.1 million in plan assets across 807 accounts with a balance at the end of plan year 2024.

Who manages the Owl Companies 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Owl Companies. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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