401(k) · DOL Form 5500 · 2022

Olo Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
641
Participants Below avg headcount
82nd
Percentile by assets National rank
$42,453
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Olo Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Olo Inc. · New York · Other Services

$27M in assets, 641 participants

Olo Inc.'s Olo Inc. 401(k) Profit Sharing Plan & Trust reported $27M in total assets and 641 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,612 in Other Services (8,398 peers)

Where Olo Inc. 401(k) Profit Sharing Plan & Trust sits by assets

Olo Inc. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $27M for 641 participants (~$42,453/participant), up 56.1% in 2022.

#7,612
in Other Services (8,398 peers)
+56.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Olo Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Olo Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$27,212,496 Top 18% higher than 82% 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

Olo Inc. 401(k) Profit Sharing Plan & Trust 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. Olo Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (641 participants).

Plan-year Form 5500 strip

Filing strip 202971562 · Olo Inc. PY 2022 · 401(k)

Olo Inc. 401(k) Profit Sharing Plan & Trust · $27M · 641 · 82nd

  • RANK $27M
  • PHOTO 641
  • IND 82nd
  • EOY 401(k)
  • 5500 near Edgewood Management Group, LLC 401(k) Profit Sharing Plan
  • ASSETS ind #7612

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 Other Services retirement plans → · Plans in New York →

Olo Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Olo Inc. 401(k) Profit Sharing Plan & TrustOlo Inc. 401(k) Profit Shari…$27MEdgewood Management Group, LLC 401(k) Profit Sharing PlanEdgewood Management Group, L…$27MHeritage Plastics, Inc. 401(k) PlanHeritage Plastics, Inc. 401(…$27MCommunity Choice Credit Union 401(k) Savings PlanCommunity Choice Credit Unio…$27MApg Electric Inc 401(k) Plan$27M
End-of-year total assets ($M) among Olo Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$27M
Net Income$10M
Employer EIN202971562
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Olo Inc.)

Sponsor-wide plan assets over time

All Olo Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 106.54648878956196% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.2M $56.2M ▲ +106.6%
Year Plans Participants Total Assets
2022 1 641 $27M
2023 1 707 $43M
2024 1 686 $56M

Nearby 401(k) Plans in New York

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

Olo Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Olo Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.027212496 · Participants: 641Olo Inc. 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Olo Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Olo Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Olo Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Edgewood Management Group, LLC 401(k) Profit Sharing Plan in ND ($27M); by covered participants it is Southwest Power Pool 401(k) Savings Plan in AR (641 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (641 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 Olo Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Olo Inc. 401(k) Profit Sharing Plan & Trust surged - up 56.1% during 2022, from $17M to $27M. Reported net income was $10M.
How have Olo Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Olo Inc.'s sponsor-wide assets grew 106.5%, from $27M to $56M.
Where does Olo Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Olo Inc. 401(k) Profit Sharing Plan & Trust ranks in the 82nd 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 Olo Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Edgewood Management Group, LLC 401(k) Profit Sharing Plan in ND ($27M, 2,302 participants).
Which 401(k) plans cover a similar participant headcount to Olo Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southwest Power Pool 401(k) Savings Plan in AR (641 participants, $158M 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 202971562.

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.