401(k) · DOL Form 5500 · 2023

R.D. Offutt Company 401(k) Plan

Data updated 2026-08-25

$501M
Total assets Above avg plan size
4,790
Participants Above avg headcount
97th
Percentile by assets National rank
$104,651
Avg per participant Below avg balance/head
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Official DOL plan name: Offutt Companies 401(k) Savings Plan · Sponsored by R.D. Offutt Company · North Dakota · Wholesale Trade

$501M in assets, 4,790 participants

R.D. Offutt Company's Offutt Companies 401(k) Savings Plan reported $501M in total assets and 4,790 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #6,206 in Wholesale Trade (6,309 peers)

Coverage in North Dakota

Offutt Companies 401(k) Savings Plan covers 4,790 participants in North Dakota, 9.5x the typical North Dakota plan (state average ~504 per filing). Assets: $501M.

#6,206
in Wholesale Trade (6,309 peers)
+24.5%
assets growth YoY
5.0×
vs typical plan assets (national mean)

Offutt Companies 401(k) Savings Plan's outsized position by total assets

Offutt Companies 401(k) Savings Plan vs every filed plan by assets

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

$501,276,799 Top 3% higher than 97% 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

Offutt Companies 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Offutt Companies 401(k) Savings Plan lands in the large band (4,790 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Offutt Companies 401(k) Savings Plan reported net income rose from -$53M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Offutt Companies 401(k) Savings Plan end-of-year assets rose from $403M in the plan year 2022 filing to $501M in the plan year 2023 filing.
  • Offutt Companies 401(k) Savings Plan reported participants fell from 5,088 in the plan year 2022 filing to 4,790 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814124511 · R.D. Offutt Company PY 2023 · 401(k)

Offutt Companies 401(k) Savings Plan · $501M · 4,790 · 97th

  • EOY $501M
  • EOY 4,790
  • EOY 97th
  • EOY 401(k)
  • EOY near Hcc Insurance Holdings, Inc. 401(k) Plan
  • EOY ind #6206

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 Wholesale Trade retirement plans → · Plans in North Dakota →

Offutt Companies 401(k) Savings Plan in the asset neighbourhood

Daimler Truck North America, LLC UAW Retirement Savings PlanDaimler Truck North America,…$502MOffutt Companies 401(k) Savings PlanOffutt Companies 401(k) Savi…$501MHcc Insurance Holdings, Inc. 401(k) PlanHcc Insurance Holdings, Inc.…$501MSkanska Retirement Plan Plus$501MPanda Retirement Plan$500M
End-of-year total assets ($M) among Offutt Companies 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Dakota filing particulars

Total Assets (Beginning of Year)$403M
Net Assets (End of Year)$501M
Net Income$98M
Employer EIN814124511
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.D. Offutt Company)

Sponsor-wide plan assets over time

All R.D. Offutt Company plans reported in each filing year

Latest sponsor-wide plan assets
$592M 46.977232603213466% vs 2022
2024 filing year
$300M$400M$500M$600M$700M 202220232024 $403M $592M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 5,088 $403M
2023 1 4,790 $501M
2024 1 5,199 $592M

Nearby 401(k) Plans in North Dakota

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

Offutt Companies 401(k) Savings Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 01234 Total assets ($B) Participants Offutt Companies 401(k) Savings Plan, Total assets ($B): 0.501276799 · Participants: 4790Offutt Companies 401(k) Savings PlanSanford Retirement Savings Plan, Total assets ($B): 3.110361496 · Participants: 30495Sanford Retirement Savings PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.829880488 · Participants: 8551Mdu Resources Group, Inc. 401(k) Retirement PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.7412361 · Participants: 5269Knife River Corporation 401(k) Retirement PlanDakotas Areawide IBEW-NECA Savings and Retirement Plan, Total assets ($B): 0.521170291 · Participants: 3853Dakotas Areawide IBEW-NECA Savings and Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.512524705 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing Plan
Offutt Companies 401(k) Savings Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Offutt Companies 401(k) Savings Plan side-by-side with 3 peers →

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

Outside North Dakota, the nearest 401(k) by assets is Hcc Insurance Holdings, Inc. 401(k) Plan in TX ($501M); by covered participants it is Iso 401(k) Savings and Employee Stock Ownership Plan in NJ (4,794 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($501M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,790 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 Offutt Companies 401(k) Savings Plan assets move in 2023? ▼
Offutt Companies 401(k) Savings Plan grew sharply - up 24.5% during 2023, from $403M to $501M. Reported net income was $98M.
How have R.D. Offutt Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.D. Offutt Company's sponsor-wide assets grew 47.0%, from $403M to $592M.
Where does Offutt Companies 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Offutt Companies 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Offutt Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hcc Insurance Holdings, Inc. 401(k) Plan in TX ($501M, 2,584 participants).
Which 401(k) plans cover a similar participant headcount to Offutt Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iso 401(k) Savings and Employee Stock Ownership Plan in NJ (4,794 participants, $2.2B 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 814124511.

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.