401(k) · DOL Form 5500 · 2022

David Oppenheimer and Company, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
167
Participants Small participant base
84th
Percentile by assets National rank
$204,944
Avg per participant Above avg balance/head
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Official DOL plan name: David Oppenheimer and Company 401(k) Plan · Sponsored by David Oppenheimer and Company, LLC · · Wholesale Trade

$34M in assets, 167 participants

David Oppenheimer and Company, LLC's David Oppenheimer and Company 401(k) Plan reported $34M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,798 in Wholesale Trade (6,843 peers)

Where David Oppenheimer and Company 401(k) Plan sits by assets

David Oppenheimer and Company 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 167 participants (~$204,944/participant), down 23.9% in 2022.

#5,798
in Wholesale Trade (6,843 peers)
-23.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David Oppenheimer and Company 401(k) Plan's outsized position by total assets

David Oppenheimer and Company 401(k) Plan vs every filed plan by assets

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

$34,225,710 Top 16% higher than 84% 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

David Oppenheimer and Company 401(k) Plan 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. David Oppenheimer and Company 401(k) Plan sits mid-pack in the medium band (167 participants).

EBSA filing schedule strip

Filing strip 911540604 · David Oppenheimer and Company, LLC PY 2022 · 401(k)

David Oppenheimer and Company 401(k) Plan · $34M · 167 · 84th

  • NET $34M
  • BOOK 167
  • VS-ST 84th
  • BOY 401(k)
  • SCH near Mundi/Westport 401(k) Plan
  • EBSA ind #5798

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 Wholesale Trade retirement plans →

David Oppenheimer and Company 401(k) Plan in the asset neighbourhood

David Oppenheimer and Company 401(k) PlanDavid Oppenheimer and Compan…$34MMundi/Westport 401(k) Plan$34MSbera 401(k) Plan as Adopted by Country Bank for SavingsSbera 401(k) Plan as Adopted…$34MPrnpt 401(k) Plan$34MOnetrust LLC 401(k) Plan$34M
End-of-year total assets ($M) among David Oppenheimer and Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$34M
Net Income-$11M
Employer EIN911540604
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Oppenheimer and Company, LLC)

Sponsor-wide plan assets over time

All David Oppenheimer and Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 48.80194742490367% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.2M $50.9M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 167 $34M
2023 1 178 $42M
2024 1 167 $51M

Nearby 401(k) Plans in

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

David Oppenheimer and Company 401(k) Plan vs. nearby 401(k) plans in , assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants David Oppenheimer and Company 401(k) Plan, Total assets ($B): 0.03422571 · Participants: 167David Oppenheimer and Company 401(k) PlanThe Magna Group of Companies Retirement Savings Plans, Total assets ($B): 2.103160697 · Participants: 22890The Magna Group of Companies Retirement Savings PlansTranscanada 401(k) and Savings Plan, Total assets ($B): 0.831893942 · Participants: 2989Transcanada 401(k) and Savings PlanFour Seasons Hotels Retirement Benefit Plan, Total assets ($B): 0.746656349 · Participants: 13795Four Seasons Hotels Retirement Benefit PlanTransocean U.S. Savings Plan, Total assets ($B): 0.626279886 · Participants: 1993Transocean U.S. Savings PlanDomtar US Salaried 401(k) Plan, Total assets ($B): 0.534916882 · Participants: 1532Domtar US Salaried 401(k) Plan
David Oppenheimer and Company 401(k) Plan vs. nearby 401(k) plans in , assets vs. participants
Compare David Oppenheimer and Company 401(k) Plan side-by-side with 3 peers →

David Oppenheimer and Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside this state, the nearest 401(k) by assets is Mundi/Westport 401(k) Plan in NJ ($34M); by covered participants it is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 participants); 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 David Oppenheimer and Company 401(k) Plan assets move in 2022? ▼
David Oppenheimer and Company 401(k) Plan declined sharply - down 23.9% during 2022, from $45M to $34M. Reported net income was -$11M.
How have David Oppenheimer and Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Oppenheimer and Company, LLC's sponsor-wide assets grew 48.8%, from $34M to $51M.
Where does David Oppenheimer and Company 401(k) Plan rank by assets among Form 5500 filers? ▼
David Oppenheimer and Company 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to David Oppenheimer and Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mundi/Westport 401(k) Plan in NJ ($34M, 132 participants).
Which 401(k) plans cover a similar participant headcount to David Oppenheimer and Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants, 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 911540604.

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.