401(k) · DOL Form 5500 · 2023

Ocs, Incorporated 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
202
Participants Below avg headcount
45th
Percentile by assets National rank
$25,298
Avg per participant Low balance/head
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Official DOL plan name: Ocs, Incorporated Retirement Plan · Sponsored by Ocs, Incorporated · Alabama · Retail Trade

$5M in assets, 202 participants

Ocs, Incorporated's Ocs, Incorporated Retirement Plan reported $5M in total assets and 202 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.

  • #4,650 in Retail Trade (8,414 peers)

Ocs, Incorporated multi-year trail

Ocs, Incorporated's plans moved +71.0% in assets from 2022 to 2024; this filing shows Ocs, Incorporated Retirement Plan at $5M / 202 participants.

#4,650
in Retail Trade (8,414 peers)
+41.6%
assets growth YoY

Ocs, Incorporated Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Ocs, Incorporated Retirement Plan vs every filed plan by assets

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

$5,110,256 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

Ocs, Incorporated Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ocs, Incorporated Retirement Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ocs, Incorporated Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ocs, Incorporated Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ocs, Incorporated Retirement Plan reported participants rose from 143 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630758956 · Ocs, Incorporated PY 2023 · 401(k)

Ocs, Incorporated Retirement Plan · $5M · 202 · 45th

  • 5500 $5M
  • 5500 202
  • 5500 45th
  • 5500 401(k)
  • 5500 near Improved Petroleum Recovery, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #4650

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 Retail Trade retirement plans → · Plans in Alabama →

Ocs, Incorporated Retirement Plan in the asset neighbourhood

Ocs, Incorporated Retirement PlanOcs, Incorporated Retirement…$5MImproved Petroleum Recovery, Inc. 401(k) Profit Sharing PlanImproved Petroleum Recovery,…$5MEmbark Corporate Services, LLC 401(k) PlanEmbark Corporate Services, L…$5MSecuriguard, Inc. Retirement Plan and TrustSecuriguard, Inc. Retirement…$5MHelms Performance Group, Inc. Employee 401(k) and Profit Sharing PlanHelms Performance Group, Inc…$5M
End-of-year total assets ($M) among Ocs, Incorporated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ocs, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Ocs, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$6M 70.98215052893173% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.61M $6.17M ▲ +70.9%
Year Plans Participants Total Assets
2022 1 143 $4M
2023 1 202 $5M
2024 1 222 $6M

Ocs, Incorporated filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN630758956
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Ocs, Incorporated Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Ocs, Incorporated Retirement Plan, Total assets ($B): 0.005110256 · Participants: 202Ocs, Incorporated Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Ocs, Incorporated Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Ocs, Incorporated Retirement Plan side-by-side with 3 peers →

Ocs, Incorporated Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Improved Petroleum Recovery, Inc. 401(k) Profit Sharing Plan in TX ($5M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Ocs, Incorporated Retirement Plan assets move in 2023? ▼
Ocs, Incorporated Retirement Plan surged - up 41.6% during 2023, from $4M to $5M. Reported net income was $2M.
How have Ocs, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ocs, Incorporated's sponsor-wide assets grew 71.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Ocs, Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Improved Petroleum Recovery, Inc. 401(k) Profit Sharing Plan in TX ($5M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Ocs, Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 630758956.

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.