401(k) · DOL Form 5500 · 2022
Ofta, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 299
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $21,087
- Avg per participant Low balance/head
Official DOL plan name: Ofta 401(k) Plan · Sponsored by Ofta, LLC · Michigan · Finance & Insurance
$6M in assets, 299 participants
Ofta, LLC's Ofta 401(k) Plan reported $6M in total assets and 299 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #3,616 in Finance & Insurance (9,261 peers)
Coverage in Michigan
Ofta 401(k) Plan covers 299 participants in Michigan, about 47% of the average Michigan filer (state average ~638 per filing). Assets: $6M.
- #3,616
- in Finance & Insurance (9,261 peers)
- -14.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ofta 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Ofta 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,305,020 Top 45% higher than 55% 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
Ofta 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. Ofta 401(k) Plan sits mid-pack in the medium band (299 participants).
DOL schedule card
Filing strip 262788342 · Ofta, LLC PY 2022 · 401(k)
Ofta 401(k) Plan · $6M · 299 · 55th
- ASSETS $6M
- PCT 299
- EIN 55th
- RANK 401(k)
- PHOTO near Knight Enterprises Management, LLC 401(k) Plan
- IND ind #3616
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 Finance & Insurance retirement plans → · Plans in Michigan →
Ofta 401(k) Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 262788342 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ofta, LLC)
Sponsor-wide plan assets over time
All Ofta, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 62.17025481283168% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299 | $6M |
| 2023 | 1 | 273 | $8M |
| 2024 | 1 | 244 | $10M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Ofta 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Knight Enterprises Management, LLC 401(k) Plan in FL ($6M); by covered participants it is Geocent, L.L.C. 401(k) & Profit Sharing Plan and Trust in VA (299 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Knight Enterprises Management, LLC 401(k) Plan (FL) $6M · 283
- United Telephone Company 401(k) Plan (TN) $6M · 123
- Hornwood Retirement Plan (NC) $6M · 195
- Mackenzie-Childs 401(k) Plan (NY) $6M · 189
Similar participant headcount
Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.
- Geocent, L.L.C. 401(k) & Profit Sharing Plan and Trust (VA) 299 · 0 off
- Downtown Grand Hotel Las Vegas 401(k) Plan (NV) 299 · 0 off
- Ebq Retirement Plan (TX) 299 · 0 off
- Kind 401(k) Plan (DC) 299 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.