401(k) · DOL Form 5500 · 2023

Ohio River Partners Shareholder LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
34
Participants Small participant base
29th
Percentile by assets National rank
$52,917
Avg per participant Low balance/head
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Official DOL plan name: Ohio River Partners Shareholder LLC 401(k) Safe Harbor · Sponsored by Ohio River Partners Shareholder LLC · Ohio · Utilities

$2M in assets, 34 participants

Ohio River Partners Shareholder LLC's Ohio River Partners Shareholder LLC 401(k) Safe Harbor reported $2M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #64 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Ohio River Partners Shareholder LLC 401(k) Safe Harbor ranks #64 of 721 2023 filers by assets (29843% of the sector average)-$2M for 34 participants.

#64
in Utilities (721 peers)
+64.5%
assets growth YoY

Ohio River Partners Shareholder LLC 401(k) Safe Harbor among the smaller filed plans by assets

Ohio River Partners Shareholder LLC 401(k) Safe Harbor vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,799,171 29th percentile higher than 29% of 127,068 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 2023

Ohio River Partners Shareholder LLC 401(k) Safe Harbor among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio River Partners Shareholder LLC 401(k) Safe Harbor is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio River Partners Shareholder LLC 401(k) Safe Harbor reported net income rose from $143K in the plan year 2022 filing to $705K in the plan year 2023 filing.
  • Ohio River Partners Shareholder LLC 401(k) Safe Harbor end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ohio River Partners Shareholder LLC 401(k) Safe Harbor reported participants fell from 37 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822615446 · Ohio River Partners Shareholder LLC PY 2023 · 401(k)

Ohio River Partners Shareholder LLC 401(k) Safe Harbor · $2M · 34 · 29th

  • NET $2M
  • BOOK 34
  • VS-ST 29th
  • BOY 401(k)
  • SCH near Shed Capital, Inc. Retirement Plan
  • EBSA ind #64

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 Utilities retirement plans → · Plans in Ohio →

Ohio River Partners Shareholder LLC 401(k) Safe Harbor in the asset neighbourhood

Ohio River Partners Shareholder LLC 401(k) Safe HarborOhio River Partners Sharehol…$2MShed Capital, Inc. Retirement PlanShed Capital, Inc. Retiremen…$2MKunkel Insurance Agency, Inc. Safe Harbor 401(k) PlanKunkel Insurance Agency, Inc…$2MReed's Stars, Inc. 401(k) Plan & TrustReed's Stars, Inc. 401(k) Pl…$2MThermo/Cense, Inc. Employee Savings PlanThermo/Cense, Inc. Employee …$2M
End-of-year total assets ($M) among Ohio River Partners Shareholder LLC 401(k) Safe Harbor and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$705K
Employer EIN822615446
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio River Partners Shareholder LLC)

Sponsor-wide plan assets over time

All Ohio River Partners Shareholder LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 121.24709416327899% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $1.09M $2.42M ▲ +122.0%
Year Plans Participants Total Assets
2022 1 37 $1M
2023 1 34 $2M
2024 1 35 $2M

Nearby 401(k) Plans in Ohio

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

Ohio River Partners Shareholder LLC 401(k) Safe Harbor vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ohio River Partners Shareholder LLC 401(k) Safe Harbor, Total assets ($B): 0.001799171 · Participants: 34Ohio River Partners Shareholder LLC 401(k) Safe HarborGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Ohio River Partners Shareholder LLC 401(k) Safe Harbor vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ohio River Partners Shareholder LLC 401(k) Safe Harbor side-by-side with 3 peers →

Ohio River Partners Shareholder LLC 401(k) Safe Harbor's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Shed Capital, Inc. Retirement Plan in NJ ($2M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ohio River Partners Shareholder LLC 401(k) Safe Harbor assets move in 2023? ▼
Ohio River Partners Shareholder LLC 401(k) Safe Harbor surged - up 64.5% during 2023, from $1M to $2M. Reported net income was $705K.
How have Ohio River Partners Shareholder LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio River Partners Shareholder LLC's sponsor-wide assets grew 121.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Ohio River Partners Shareholder LLC 401(k) Safe Harbor? ▼
Among 401(k) plans in other states, the closest by assets is Shed Capital, Inc. Retirement Plan in NJ ($2M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Ohio River Partners Shareholder LLC 401(k) Safe Harbor? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822615446.

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.