401(k) · DOL Form 5500 · 2022

Okuma America Corporation 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
198
Participants Below avg headcount
85th
Percentile by assets National rank
$179,676
Avg per participant Above avg balance/head
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Official DOL plan name: Okuma America Corp. Savings and Investment Plan · Sponsored by Okuma America Corporation · North Carolina · Wholesale Trade

$36M in assets, 198 participants

Okuma America Corporation's Okuma America Corp. Savings and Investment Plan reported $36M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,832 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Okuma America Corp. Savings and Investment Plan covers 198 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $36M.

#5,832
in Wholesale Trade (6,843 peers)
-13.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Okuma America Corp. Savings and Investment Plan's outsized position by total assets

Okuma America Corp. Savings and Investment Plan vs every filed plan by assets

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

$35,575,806 Top 15% higher than 85% 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

Okuma America Corp. Savings and Investment 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. Okuma America Corp. Savings and Investment Plan sits mid-pack in the medium band (198 participants).

Plan-year Form 5500 strip

Filing strip 112670887 · Okuma America Corporation PY 2022 · 401(k)

Okuma America Corp. Savings and Investment Plan · $36M · 198 · 85th

  • VS-ST $36M
  • VS-ST 198
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Goodwyn Mills Cawood, LLC 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #5832

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 → · Plans in North Carolina →

Okuma America Corp. Savings and Investment Plan in the asset neighbourhood

Okuma America Corp. Savings and Investment PlanOkuma America Corp. Savings …$36MLapp Holding NA, Inc. 401(k) PlanLapp Holding NA, Inc. 401(k)…$36MWhite Mountains Retirement PlanWhite Mountains Retirement P…$36MGoodwyn Mills Cawood, LLC 401(k) Profit Sharing Plan and TrustGoodwyn Mills Cawood, LLC 40…$36MFuyao USA 401(k) Retirement PlanFuyao USA 401(k) Retirement …$36M
End-of-year total assets ($M) among Okuma America Corp. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$36M
Net Income-$6M
Employer EIN112670887
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Okuma America Corporation)

Sponsor-wide plan assets over time

All Okuma America Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$71M 22.95671652116552% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.8M $71M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 363 $58M
2023 2 380 $67M
2024 2 394 $71M

Nearby 401(k) Plans in North Carolina

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

Okuma America Corp. Savings and Investment Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Okuma America Corp. Savings and Investment Plan, Total assets ($B): 0.035575806 · Participants: 198Okuma America Corp. Savings and Investment PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Okuma America Corp. Savings and Investment Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Okuma America Corp. Savings and Investment Plan side-by-side with 3 peers →

Okuma America Corp. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Goodwyn Mills Cawood, LLC 401(k) Profit Sharing Plan and Trust in AL ($36M); by covered participants it is Carparts Distribution Center, Inc. Profit Sharing Plan in NH (198 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Okuma America Corp. Savings and Investment Plan assets move in 2022? ▼
Okuma America Corp. Savings and Investment Plan pulled back noticeably - down 13.6% during 2022, from $41M to $36M. Reported net income was -$6M.
How have Okuma America Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Okuma America Corporation's sponsor-wide assets grew 23.0%, from $58M to $71M.
Where does Okuma America Corp. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Okuma America Corp. Savings and Investment Plan ranks in the 85th 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 Okuma America Corp. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goodwyn Mills Cawood, LLC 401(k) Profit Sharing Plan and Trust in AL ($36M, 471 participants).
Which 401(k) plans cover a similar participant headcount to Okuma America Corp. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carparts Distribution Center, Inc. Profit Sharing Plan in NH (198 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 112670887.

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.