401(k) · DOL Form 5500 · 2022

Oatey Co. 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
1,130
Participants Near avg headcount
92nd
Percentile by assets National rank
$83,669
Avg per participant Below avg balance/head
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Official DOL plan name: Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan · Sponsored by Oatey Co. · Ohio · Manufacturing

$95M in assets, 1,130 participants

Oatey Co.'s Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan reported $95M in total assets and 1,130 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.

  • #18,220 in Manufacturing (20,602 peers)

Where Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan sits by assets

Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan sits in the top 10% of all filed plans by assets, $95M for 1,130 participants (~$83,669/participant), down 16.3% in 2022.

#18,220
in Manufacturing (20,602 peers)
-16.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan's outsized position by total assets

Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan vs every filed plan by assets

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

$94,545,693 Top 8% higher than 92% 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

Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan lands in the large band (1,130 participants).

EBSA filing schedule strip

Filing strip 340434900 · Oatey Co. PY 2022 · 401(k)

Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan · $95M · 1,130 · 92nd

  • SCH $95M
  • SCH 1,130
  • SCH 92nd
  • SCH 401(k)
  • SCH near Petroleum Geo-Services, Inc. 401(k) Savings and Profit Sharing Plan
  • SCH ind #18220

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 Ohio →

Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan in the asset neighbourhood

Hanmi Bank Profit Sharing & 401(k) Savings PlanHanmi Bank Profit Sharing & …$95MOatey Co. Profit Sharing Retirement Trust and Savings Incentive PlanOatey Co. Profit Sharing Ret…$95MPetroleum Geo-Services, Inc. 401(k) Savings and Profit Sharing PlanPetroleum Geo-Services, Inc.…$95MTgs-Nopec Geophysical Company 401(k) ProfitTgs-Nopec Geophysical Compan…$95MSimmons Hanly Conroy 401(k) PlanSimmons Hanly Conroy 401(k) …$95M
End-of-year total assets ($M) among Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$95M
Net Income-$18M
Employer EIN340434900
Plan Effective Date1957-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Oatey Co.)

Sponsor-wide plan assets over time

All Oatey Co. plans reported in each filing year

Latest sponsor-wide plan assets
$128M 35.90763568679961% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $94.6M $128M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 1,130 $95M
2023 1 1,206 $114M
2024 1 1,280 $128M

Nearby 401(k) Plans in Ohio

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

Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan, Total assets ($B): 0.094545693 · Participants: 1130Oatey Co. Profit Sharing Retirement Trust and Savings Incentive PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan side-by-side with 3 peers →

Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Petroleum Geo-Services, Inc. 401(k) Savings and Profit Sharing Plan in TX ($95M); by covered participants it is Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan in TX (1,130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,130 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 Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan assets move in 2022? ▼
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan declined sharply - down 16.3% during 2022, from $113M to $95M. Reported net income was -$18M.
How have Oatey Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oatey Co.'s sponsor-wide assets grew 35.9%, from $95M to $128M.
Where does Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan rank by assets among Form 5500 filers? ▼
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Petroleum Geo-Services, Inc. 401(k) Savings and Profit Sharing Plan in TX ($95M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dimensional Fund Advisors Deferred Compensation and Profit Sharing Plan in TX (1,130 participants, $310M 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 340434900.

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.