401(k) · DOL Form 5500 · 2023

Offenburger Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$660K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$220,160
Avg per participant Above avg balance/head
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Official DOL plan name: Offenburger Capital Management, LLC 401(k) Plan · Sponsored by Offenburger Capital Management, LLC · Ohio · Finance & Insurance

$660K in assets, 3 participants

Offenburger Capital Management, LLC's Offenburger Capital Management, LLC 401(k) Plan reported $660K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,103 in Finance & Insurance (8,869 peers)

Offenburger Capital Management, LLC multi-year trail

Offenburger Capital Management, LLC's plans moved +30.4% in assets from 2023 to 2024; this filing shows Offenburger Capital Management, LLC 401(k) Plan at $660K / 3 participants.

#1,103
in Finance & Insurance (8,869 peers)
+20.4%
assets growth YoY

Offenburger Capital Management, LLC 401(k) Plan among the smaller filed plans by assets

Offenburger Capital Management, LLC 401(k) Plan vs every filed plan by assets

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

$660,480 20th percentile higher than 20% 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

Offenburger Capital Management, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Offenburger Capital Management, LLC 401(k) Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 461220875 · Offenburger Capital Management, LLC PY 2023 · 401(k)

Offenburger Capital Management, LLC 401(k) Plan · $660K · 3 · 20th

  • 5500 $660K
  • 5500 3
  • 5500 20th
  • 5500 401(k)
  • 5500 near Batture, LLC Retirement Plan
  • 5500 ind #1103

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 Finance & Insurance retirement plans → · Plans in Ohio →

Offenburger Capital Management, LLC 401(k) Plan in the asset neighbourhood

Offenburger Capital Management, LLC 401(k) PlanOffenburger Capital Manageme…$660KBatture, LLC Retirement Plan$660KMagenta Therapeutics, Inc. 401(k) PlanMagenta Therapeutics, Inc. 4…$660KAbc Coating 401(k) Plan$661KBarron Business Enterprises, Inc. 401(k) Profit Sharing PlanBarron Business Enterprises,…$660K
End-of-year total assets ($M) among Offenburger Capital Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Offenburger Capital Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Offenburger Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$861K 30.362160852713178% vs 2023
2024 filing year
$0.6M$0.7M$0.8M$0.9M 20232024 $0.66M $0.86M ▲ +30.3%
Year Plans Participants Total Assets
2023 1 3 $660K
2024 1 3 $861K

Offenburger Capital Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$549K
Net Assets (End of Year)$660K
Net Income$112K
Employer EIN461220875
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Offenburger Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Offenburger Capital Management, LLC 401(k) Plan, Total assets ($B): 0.00066048 · Participants: 3Offenburger Capital Management, LLC 401(k) PlanGE 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
Offenburger Capital Management, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Offenburger Capital Management, LLC 401(k) Plan side-by-side with 3 peers →

Offenburger Capital Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Batture, LLC Retirement Plan in LA ($660K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($660K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Offenburger Capital Management, LLC 401(k) Plan assets move in 2023? ▼
Offenburger Capital Management, LLC 401(k) Plan grew sharply - up 20.4% during 2023, from $549K to $660K. Reported net income was $112K.
How have Offenburger Capital Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Offenburger Capital Management, LLC's sponsor-wide assets grew 30.4%, from $660K to $861K.
Where does Offenburger Capital Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Offenburger Capital Management, LLC 401(k) Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Offenburger Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Batture, LLC Retirement Plan in LA ($660K, 16 participants).
Which 401(k) plans cover a similar participant headcount to Offenburger Capital Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 461220875.

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.