401(k) · DOL Form 5500 · 2022

O'keeffe's, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
267
Participants Below avg headcount
70th
Percentile by assets National rank
$49,649
Avg per participant Low balance/head
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Official DOL plan name: O'keeffes, Inc. 401(k) Plan & Trust · Sponsored by O'keeffe's, Inc. · California · Manufacturing

$13M in assets, 267 participants

O'keeffe's, Inc.'s O'keeffes, Inc. 401(k) Plan & Trust reported $13M in total assets and 267 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,195 in Manufacturing (20,602 peers)

Coverage in California

O'keeffes, Inc. 401(k) Plan & Trust covers 267 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $13M.

#12,195
in Manufacturing (20,602 peers)
-5.9%
assets change YoY

The plan reported a net loss of $836K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

O'keeffes, Inc. 401(k) Plan & Trust's outsized position by total assets

O'keeffes, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$13,256,213 Top 30% higher than 70% 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

O'keeffes, Inc. 401(k) 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. O'keeffes, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (267 participants).

DOL schedule card

Filing strip 941061347 · O'keeffe's, Inc. PY 2022 · 401(k)

O'keeffes, Inc. 401(k) Plan & Trust · $13M · 267 · 70th

  • PART $13M
  • PART 267
  • PART 70th
  • PART 401(k)
  • PART near Tuckahoe Holdings 401(k) Plan
  • PART ind #12195

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 California →

O'keeffes, Inc. 401(k) Plan & Trust in the asset neighbourhood

O'keeffes, Inc. 401(k) Plan & TrustO'keeffes, Inc. 401(k) Plan …$13MTuckahoe Holdings 401(k) Plan$13MJak Schmidt, Inc. 401(k) Profit Sharing PlanJak Schmidt, Inc. 401(k) Pro…$13MRising Phoenix Holdings Corporation 401(k) Retirement Savings PlanRising Phoenix Holdings Corp…$13MT. R. Miller Mill Company, Inc. Savings and Profit Sharing PlanT. R. Miller Mill Company, I…$13M
End-of-year total assets ($M) among O'keeffes, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$836K
Employer EIN941061347
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (O'keeffe's, Inc.)

Sponsor-wide plan assets over time

All O'keeffe's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 36.17174075280776% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.3M $18.1M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 267 $13M
2023 1 276 $16M
2024 1 250 $18M

Nearby 401(k) Plans in California

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

O'keeffes, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants O'keeffes, Inc. 401(k) Plan & Trust, Total assets ($B): 0.013256213 · Participants: 267O'keeffes, Inc. 401(k) Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
O'keeffes, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

O'keeffes, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tuckahoe Holdings 401(k) Plan in VA ($13M); by covered participants it is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants). Same-state nearby plans are listed separately above.

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 O'keeffes, Inc. 401(k) Plan & Trust assets move in 2022?
O'keeffes, Inc. 401(k) Plan & Trust pulled back noticeably - down 5.9% during 2022, from $14M to $13M. Reported net income was -$836K.
How have O'keeffe's, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), O'keeffe's, Inc.'s sponsor-wide assets grew 36.2%, from $13M to $18M.
Which 401(k) plans are similar in size to O'keeffes, Inc. 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Tuckahoe Holdings 401(k) Plan in VA ($13M, 1,683 participants).
Which 401(k) plans cover a similar participant headcount to O'keeffes, Inc. 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants, $67K in assets).