401(k) · DOL Form 5500 · 2022

Ocrolus Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
145
Participants Small participant base
47th
Percentile by assets National rank
$29,323
Avg per participant Low balance/head
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Official DOL plan name: Ocrolus 401(k) Plan · Sponsored by Ocrolus Inc. · New York · Information & Media

$4M in assets, 145 participants

Ocrolus Inc.'s Ocrolus 401(k) Plan reported $4M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #907 in Information & Media (2,911 peers)

Coverage in New York

Ocrolus 401(k) Plan covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $4M.

#907
in Information & Media (2,911 peers)
+38.8%
assets growth YoY

Ocrolus 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Ocrolus 401(k) Plan vs every filed plan by assets

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

$4,251,868 47th percentile higher than 47% 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

Ocrolus 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. Ocrolus 401(k) Plan sits mid-pack in the medium band (145 participants).

Plan-year Form 5500 strip

Filing strip 813015642 · Ocrolus Inc. PY 2022 · 401(k)

Ocrolus 401(k) Plan · $4M · 145 · 47th

  • RANK $4M
  • PHOTO 145
  • IND 47th
  • EOY 401(k)
  • 5500 near Castalia Systems 401(k) Plan
  • ASSETS ind #907

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 Information & Media retirement plans → · Plans in New York →

Ocrolus 401(k) Plan in the asset neighbourhood

Ocrolus 401(k) Plan$4MCastalia Systems 401(k) Plan$4MChild Advocates of Blair County, Inc. 401(k) PlanChild Advocates of Blair Cou…$4MSteam Logistics 401(k) Plan$4MSans Technical Fibers, LLC Retirement Savings PlanSans Technical Fibers, LLC R…$4M
End-of-year total assets ($M) among Ocrolus 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN813015642
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ocrolus Inc.)

Sponsor-wide plan assets over time

All Ocrolus Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 45.332733753728945% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.25M $6.18M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 145 $4M
2023 1 119 $6M
2024 1 82 $6M

Nearby 401(k) Plans in New York

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

Ocrolus 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ocrolus 401(k) Plan, Total assets ($B): 0.004251868 · Participants: 145Ocrolus 401(k) PlanIBM 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
Ocrolus 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Ocrolus 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Castalia Systems 401(k) Plan in FL ($4M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Ocrolus 401(k) Plan assets move in 2022?
Ocrolus 401(k) Plan surged - up 38.8% during 2022, from $3M to $4M. Reported net income was $1M.
How have Ocrolus Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ocrolus Inc.'s sponsor-wide assets grew 45.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Ocrolus 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Castalia Systems 401(k) Plan in FL ($4M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Ocrolus 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants, N/A in assets).