401(k) · DOL Form 5500 · 2022

Obal Investments Incorporated 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
26th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Oii 401(k) Trust · Sponsored by Obal Investments Incorporated · Arizona · Transportation & Warehousing

$1M in assets, 1 participants

Obal Investments Incorporated's Oii 401(k) Trust reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 26th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #981 in Transportation & Warehousing (3,876 peers)

Obal Investments Incorporated multi-year trail

Obal Investments Incorporated's plans moved +11.6% in assets from 2022 to 2024; this filing shows Oii 401(k) Trust at $1M / 1 participant.

#981
in Transportation & Warehousing (3,876 peers)
-1.4%
assets change YoY

The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oii 401(k) Trust among the smaller filed plans by assets

Oii 401(k) Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,057,926 26th percentile higher than 26% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Oii 401(k) Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oii 401(k) Trust is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 463370129 · Obal Investments Incorporated PY 2022 · 401(k)

Oii 401(k) Trust · $1M · 1 · 26th

  • TYPE $1M
  • TYPE 1
  • TYPE 26th
  • TYPE 401(k)
  • TYPE near Twin Rivers 401(k) Retirement Plan
  • TYPE ind #981

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in Arizona →

Oii 401(k) Trust in the asset neighbourhood

Oii 401(k) Trust$1MTwin Rivers 401(k) Retirement PlanTwin Rivers 401(k) Retiremen…$1MNew Meadowlands Racetrack Local Union108 401(k) Profit Sharing PlanNew Meadowlands Racetrack Lo…$1MInter Miami Cf Retirement PlanInter Miami Cf Retirement Pl…$1MLionheart Search Solutions, Corp. 401(k) Plan/TrustLionheart Search Solutions, …$1M
End-of-year total assets ($M) among Oii 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Obal Investments Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Obal Investments Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$1M 11.560827505893608% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M$1.3M 202220232024 $1.06M $1.18M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $919K
2024 1 1 $1M

Obal Investments Incorporated filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$15K
Employer EIN463370129
Plan Effective Date2013-08-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oii 401(k) Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Oii 401(k) Trust, Total assets ($B): 0.001057926 · Participants: 1Oii 401(k) TrustBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Oii 401(k) Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Oii 401(k) Trust side-by-side with 3 peers →

Oii 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Twin Rivers 401(k) Retirement Plan in TN ($1M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oii 401(k) Trust assets move in 2022? ▼
Oii 401(k) Trust edged down modestly - down 1.4% during 2022, from $1M to $1M. Reported net income was -$15K.
How have Obal Investments Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Obal Investments Incorporated's sponsor-wide assets grew 11.6%, from $1M to $1M.
Which 401(k) plans are similar in size to Oii 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Twin Rivers 401(k) Retirement Plan in TN ($1M, 654 participants).
Which 401(k) plans cover a similar participant headcount to Oii 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463370129.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.