401(k) · DOL Form 5500 · 2023

Ocrolus Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 119
Participants Small participant base: 47th
Percentile by assets National rank: $47,199
Avg per participant Low balance/head

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Official DOL plan name: Ocrolus 401(k) Plan · Sponsored by Ocrolus Inc. · New York · Information & Media

$6M in assets, 119 participants

Ocrolus Inc.'s Ocrolus 401(k) Plan reported $6M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

#866 in Information & Media (2,818 peers)

Coverage in New York

Ocrolus 401(k) Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $6M.

#866
in Information & Media (2,818 peers): +32.1%
assets growth YoY

Ocrolus 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Ocrolus 401(k) Plan vs every filed plan by assets

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

$5,616,638 47th percentile higher than 47% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Ocrolus 401(k) 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. Ocrolus 401(k) Plan sits mid-pack in the medium band (119 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ocrolus 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Ocrolus 401(k) Plan reported participants fell from 145 in the plan year 2022 filing to 119 in the plan year 2023 filing.
Ocrolus 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 813015642 · Ocrolus Inc. PY 2023 · 401(k)

Ocrolus 401(k) Plan · $6M · 119 · 47th

EIN $6M
RANK 119
PHOTO 47th
IND 401(k)
EOY near Retina & Vitreous Center, P.C. Savings Plan
5500 ind #866

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 Information & Media retirement plans → · Plans in New York →

End-of-year total assets ($M) among Ocrolus 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	813015642
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ocrolus Inc.)

Latest sponsor-wide plan assets: $6M 45.332733753728945% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	145	$4M
2023	1	119	$6M
2024	1	82	$6M

Nearby 401(k) Plans in New York

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

Ocrolus 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Ocrolus 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Retina & Vitreous Center, P.C. Savings Plan in VA ($6M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Retina & Vitreous Center, P.C. Savings Plan (VA) $6M · 64
Murdock Webbing Company, Inc. Employee Savings & Security Plan (RI) $6M · 169
Applied Building Sciences, Inc. 401(k) Plan (SC) $6M · 28
H.H. Knoebel Sons, Inc. 401(k) Plan (PA) $6M · 187

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

Shared Service Systems Defined Contribution Retirement Plan (NE) 119 · 0 off
Rombauer Vineyards, Inc. 401(k) Salary Savings Plan (CA) 119 · 0 off
Homewerks Worldwide LLC 401(k) (IL) 119 · 0 off
Onix Networking 401(k) Plan (OH) 119 · 0 off

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 Ocrolus 401(k) Plan assets move in 2023? ▼

Ocrolus 401(k) Plan surged - up 32.1% during 2023, from $4M to $6M. Reported net income was $1M.

How have Ocrolus Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ocrolus Inc.'s sponsor-wide assets grew 45.3%, from $4M to $6M.

Which 401(k) plans are similar in size to Ocrolus 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Retina & Vitreous Center, P.C. Savings Plan in VA ($6M, 64 participants).

Which 401(k) plans cover a similar participant headcount to Ocrolus 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 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 813015642.