401(k) · DOL Form 5500 · 2022

Oglethorpe, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
643
Participants Below avg headcount
49th
Percentile by assets National rank
$7,244
Avg per participant Low balance/head
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Official DOL plan name: Oglethorpe, Inc. 401(k) Plan · Sponsored by Oglethorpe, Inc. · Florida · Management of Enterprises

$5M in assets, 643 participants

Oglethorpe, Inc.'s Oglethorpe, Inc. 401(k) Plan reported $5M in total assets and 643 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #359 in Management of Enterprises (1,193 peers)

Oglethorpe, Inc. multi-year trail

Oglethorpe, Inc.'s plans moved +19.7% in assets from 2022 to 2024; this filing shows Oglethorpe, Inc. 401(k) Plan at $5M / 643 participants.

#359
in Management of Enterprises (1,193 peers)
-18.9%
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.

Oglethorpe, Inc. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Oglethorpe, Inc. 401(k) Plan vs every filed plan by assets

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

$4,658,168 49th percentile higher than 49% 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

Oglethorpe, Inc. 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. Oglethorpe, Inc. 401(k) Plan sits mid-pack in the medium band (643 participants).

DOL schedule card

Filing strip 593586063 · Oglethorpe, Inc. PY 2022 · 401(k)

Oglethorpe, Inc. 401(k) Plan · $5M · 643 · 49th

  • EBSA $5M
  • EBSA 643
  • EBSA 49th
  • EBSA 401(k)
  • EBSA near Davidson Day School Retirement Plan
  • EBSA ind #359

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 Management of Enterprises retirement plans → · Plans in Florida →

Oglethorpe, Inc. 401(k) Plan in the asset neighbourhood

Oglethorpe, Inc. 401(k) Plan$5MDavidson Day School Retirement PlanDavidson Day School Retireme…$5MChesapeake Bancorp ESOP with 401(k) ProvisionsChesapeake Bancorp ESOP with…$5MW.S Townsend Company 401(k) Profit Sharing PlanW.S Townsend Company 401(k) …$5MProgressive Care for Women, S.C. 401(k) Profit Sharing PlanProgressive Care for Women, …$5M
End-of-year total assets ($M) among Oglethorpe, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oglethorpe, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oglethorpe, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.744113995029807% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.66M $5.58M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 643 $5M
2023 1 527 $5M
2024 1 473 $6M

Oglethorpe, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN593586063
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Oglethorpe, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Oglethorpe, Inc. 401(k) Plan, Total assets ($B): 0.004658168 · Participants: 643Oglethorpe, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Oglethorpe, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Oglethorpe, Inc. 401(k) Plan side-by-side with 3 peers →

Oglethorpe, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Davidson Day School Retirement Plan in NC ($5M); by covered participants it is Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Profit Sharing Plan in CA (643 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 Oglethorpe, Inc. 401(k) Plan assets move in 2022? ▼
Oglethorpe, Inc. 401(k) Plan declined sharply - down 18.9% during 2022, from $6M to $5M. Reported net income was -$1M.
How have Oglethorpe, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oglethorpe, Inc.'s sponsor-wide assets grew 19.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Oglethorpe, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davidson Day School Retirement Plan in NC ($5M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Oglethorpe, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP Profit Sharing Plan in CA (643 participants, $174M 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 593586063.

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.