401(k) · DOL Form 5500 · 2023

Ofs Brands Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
1,617
Participants Near avg headcount
90th
Percentile by assets National rank
$51,977
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ofs Brands Employee Savings Plan & Trust · Sponsored by Ofs Brands Holdings, Inc. · Indiana · Manufacturing

$84M in assets, 1,617 participants

Ofs Brands Holdings, Inc.'s Ofs Brands Employee Savings Plan & Trust reported $84M in total assets and 1,617 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,947 in Manufacturing (18,722 peers)

Coverage in Indiana

Ofs Brands Employee Savings Plan & Trust covers 1,617 participants in Indiana, 3.0x the typical Indiana plan (state average ~541 per filing). Assets: $84M.

#15,947
in Manufacturing (18,722 peers)
+16.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ofs Brands Employee Savings Plan & Trust's outsized position by total assets

Ofs Brands Employee Savings Plan & Trust vs every filed plan by assets

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

$84,047,347 Top 10% higher than 90% 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

Ofs Brands Employee Savings Plan & Trust'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. Ofs Brands Employee Savings Plan & Trust lands in the large band (1,617 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ofs Brands Employee Savings Plan & Trust reported net income rose from -$14M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Ofs Brands Employee Savings Plan & Trust end-of-year assets rose from $72M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Ofs Brands Employee Savings Plan & Trust reported participants rose from 1,421 in the plan year 2022 filing to 1,617 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 350279408 · Ofs Brands Holdings, Inc. PY 2023 · 401(k)

Ofs Brands Employee Savings Plan & Trust · $84M · 1,617 · 90th

  • ASSETS $84M
  • PCT 1,617
  • EIN 90th
  • RANK 401(k)
  • PHOTO near Mclarens, LLC Defined Contribution 401(k) Plan
  • IND ind #15947

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 Manufacturing retirement plans → · Plans in Indiana →

Ofs Brands Employee Savings Plan & Trust in the asset neighbourhood

I a T S E Local 764 401(k) PlanI a T S E Local 764 401(k) P…$84MOfs Brands Employee Savings Plan & TrustOfs Brands Employee Savings …$84MAssociated General Contractors of Sd 401(k) Profit Sharing PlanAssociated General Contracto…$84MMclarens, LLC Defined Contribution 401(k) PlanMclarens, LLC Defined Contri…$84MKinze Manufacturing, Inc. 401(k) Profit Sharing PlanKinze Manufacturing, Inc. 40…$84M
End-of-year total assets ($M) among Ofs Brands Employee Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$84M
Net Income$12M
Employer EIN350279408
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ofs Brands Holdings, Inc.)

Sponsor-wide plan assets over time

All Ofs Brands Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$97M 35.34730924879508% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.9M $97.3M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 1,421 $72M
2023 1 1,617 $84M
2024 1 1,611 $97M

Nearby 401(k) Plans in Indiana

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

Ofs Brands Employee Savings Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Ofs Brands Employee Savings Plan & Trust, Total assets ($B): 0.084047347 · Participants: 1617Ofs Brands Employee Savings Plan & TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ofs Brands Employee Savings Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ofs Brands Employee Savings Plan & Trust side-by-side with 3 peers →

Ofs Brands Employee Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Mclarens, LLC Defined Contribution 401(k) Plan in GA ($84M); by covered participants it is Saint Francis Ministries, Inc. 401(k) Plan Plan in KS (1,617 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,617 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 Ofs Brands Employee Savings Plan & Trust assets move in 2023? ▼
Ofs Brands Employee Savings Plan & Trust grew sharply - up 16.9% during 2023, from $72M to $84M. Reported net income was $12M.
How have Ofs Brands Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ofs Brands Holdings, Inc.'s sponsor-wide assets grew 35.3%, from $72M to $97M.
Where does Ofs Brands Employee Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Ofs Brands Employee Savings Plan & Trust ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ofs Brands Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mclarens, LLC Defined Contribution 401(k) Plan in GA ($84M, 667 participants).
Which 401(k) plans cover a similar participant headcount to Ofs Brands Employee Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Saint Francis Ministries, Inc. 401(k) Plan Plan in KS (1,617 participants, $36M 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 350279408.

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.