401(k) · DOL Form 5500 · 2022
Oberg Industries, LLC 401(k) Plan
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 694
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $132,090
- Avg per participant Near avg balance/head
Official DOL plan name: The Savings & Investment Plan for Employees of Oberg Industries LLC · Sponsored by Oberg Industries, LLC · Pennsylvania · Manufacturing
$92M in assets, 694 participants
Oberg Industries, LLC's The Savings & Investment Plan for Employees of Oberg Industries LLC reported $92M in total assets and 694 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,174 in Manufacturing (20,602 peers)
Where The Savings & Investment Plan for Employees of Oberg Industries LLC sits by assets
The Savings & Investment Plan for Employees of Oberg Industries LLC sits in the top 10% of all filed plans by assets, $92M for 694 participants (~$132,090/participant), down 17.0% in 2022.
- #18,174
- in Manufacturing (20,602 peers)
- -17.0%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Savings & Investment Plan for Employees of Oberg Industries LLC's outsized position by total assets
The Savings & Investment Plan for Employees of Oberg Industries LLC vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$91,670,483 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Savings & Investment Plan for Employees of Oberg Industries LLC among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Savings & Investment Plan for Employees of Oberg Industries LLC sits mid-pack in the medium band (694 participants).
Published 5500 schedule card
Filing strip 832134609 · Oberg Industries, LLC PY 2022 · 401(k)
The Savings & Investment Plan for Employees of Oberg Industries LLC · $92M · 694 · 92nd
- EOY $92M
- 5500 694
- ASSETS 92nd
- PCT 401(k)
- EIN near Pension Plan for the Local Union No. 131 International Brotherhood of Electrical Wrkrs
- RANK ind #18174
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 Manufacturing retirement plans → · Plans in Pennsylvania →
The Savings & Investment Plan for Employees of Oberg Industries LLC in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | -$19M |
| Employer EIN | 832134609 |
| Plan Effective Date | 1974-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oberg Industries, LLC)
Sponsor-wide plan assets over time
All Oberg Industries, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 14.145207991089828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 836 | $103M |
| 2023 | 2 | 844 | $114M |
| 2024 | 2 | 841 | $117M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
The Savings & Investment Plan for Employees of Oberg Industries LLC's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Pension Plan for the Local Union No. 131 International Brotherhood of Electrical Wrkrs in MI ($92M); by covered participants it is Optimae Lifeservices, Inc. Savings and Investment Plan in IA (694 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
Similar participant headcount
Nearest other-state filings by covered participants (694 participants); asset peers above are excluded.
- Optimae Lifeservices, Inc. Savings and Investment Plan (IA) 694 · 0 off
- Hannah Motor Co., Inc. 401(k) Plan (WA) 694 · 0 off
- Pophealthcare, LLC 401(k) Plan (TN) 694 · 0 off
- Mimecast North America, Inc. 401(k) Plan (MA) 694 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.