401(k) · DOL Form 5500 · 2023

Oliver & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
22
Participants Small participant base
45th
Percentile by assets National rank
$232,722
Avg per participant Above avg balance/head
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Official DOL plan name: Oliver & Company, Inc. Profit Sharing and 401(k) Plan · Sponsored by Oliver & Company, Inc. · California · Construction

$5M in assets, 22 participants

Oliver & Company, Inc.'s Oliver & Company, Inc. Profit Sharing and 401(k) Plan reported $5M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,885 in Construction (9,030 peers)

Oliver & Company, Inc. multi-year trail

Oliver & Company, Inc.'s plans moved +36.1% in assets from 2022 to 2024; this filing shows Oliver & Company, Inc. Profit Sharing and 401(k) Plan at $5M / 22 participants.

#3,885
in Construction (9,030 peers)
+17.3%
assets growth YoY

Oliver & Company, Inc. Profit Sharing and 401(k) Plan's mid-pack asset rank among Construction and all filers

Oliver & Company, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$5,119,874 45th percentile higher than 45% 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

Oliver & Company, Inc. Profit Sharing and 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oliver & Company, Inc. Profit Sharing and 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oliver & Company, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$579K in the plan year 2022 filing to $753K in the plan year 2023 filing.
  • Oliver & Company, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Oliver & Company, Inc. Profit Sharing and 401(k) Plan reported participants fell from 24 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942149409 · Oliver & Company, Inc. PY 2023 · 401(k)

Oliver & Company, Inc. Profit Sharing and 401(k) Plan · $5M · 22 · 45th

  • IND $5M
  • EOY 22
  • 5500 45th
  • ASSETS 401(k)
  • PCT near Local 25 New England Teamsters Savings and Investment Plan
  • EIN ind #3885

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 Construction retirement plans → · Plans in California →

Oliver & Company, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Oliver & Company, Inc. Profit Sharing and 401(k) PlanOliver & Company, Inc. Profi…$5MLocal 25 New England Teamsters Savings and Investment PlanLocal 25 New England Teamste…$5MCcls, Inc. 401(k) Plan$5MBvo Holdings 401(k) Plan$5MBms Logistics, Inc. 401(k) PlanBms Logistics, Inc. 401(k) P…$5M
End-of-year total assets ($M) among Oliver & Company, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oliver & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oliver & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 36.09164392706686% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.37M $5.94M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 24 $4M
2023 1 22 $5M
2024 1 22 $6M

Oliver & Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$753K
Employer EIN942149409
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Oliver & Company, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oliver & Company, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.005119874 · Participants: 22Oliver & Company, Inc. Profit Sharing and 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Oliver & Company, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oliver & Company, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Local 25 New England Teamsters Savings and Investment Plan in MA ($5M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Oliver & Company, Inc. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Oliver & Company, Inc. Profit Sharing and 401(k) Plan grew sharply - up 17.3% during 2023, from $4M to $5M. Reported net income was $753K.
How have Oliver & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oliver & Company, Inc.'s sponsor-wide assets grew 36.1%, from $4M to $6M.
Which 401(k) plans are similar in size to Oliver & Company, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Local 25 New England Teamsters Savings and Investment Plan in MA ($5M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Oliver & Company, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 942149409.

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.