401(k) · DOL Form 5500 · 2023

Ogle School Management LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
367
Participants Below avg headcount
34th
Percentile by assets National rank
$7,419
Avg per participant Low balance/head
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Official DOL plan name: Ogle School Management LLC 401(k) Plan · Sponsored by Ogle School Management LLC · Texas · Educational Services

$3M in assets, 367 participants

Ogle School Management LLC's Ogle School Management LLC 401(k) Plan reported $3M in total assets and 367 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #842 in Educational Services (3,735 peers)

Ogle School Management LLC multi-year trail

Ogle School Management LLC's plans moved +66.2% in assets from 2022 to 2024; this filing shows Ogle School Management LLC 401(k) Plan at $3M / 367 participants.

#842
in Educational Services (3,735 peers)
+37.0%
assets growth YoY

Ogle School Management LLC 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Ogle School Management LLC 401(k) Plan vs every filed plan by assets

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

$2,722,754 34th percentile higher than 34% 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

Ogle School Management LLC 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. Ogle School Management LLC 401(k) Plan sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ogle School Management LLC 401(k) Plan reported net income rose from -$51K in the plan year 2022 filing to $735K in the plan year 2023 filing.
  • Ogle School Management LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ogle School Management LLC 401(k) Plan reported participants rose from 313 in the plan year 2022 filing to 367 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471863443 · Ogle School Management LLC PY 2023 · 401(k)

Ogle School Management LLC 401(k) Plan · $3M · 367 · 34th

  • EIN $3M
  • EIN 367
  • EIN 34th
  • EIN 401(k)
  • EIN near Mrk Financial Solutions Inc. 401(k) Profit Sharing Plan and Trust
  • EIN ind #842

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 Educational Services retirement plans → · Plans in Texas →

Ogle School Management LLC 401(k) Plan in the asset neighbourhood

Ogle School Management LLC 401(k) PlanOgle School Management LLC 4…$3MMrk Financial Solutions Inc. 401(k) Profit Sharing Plan and TrustMrk Financial Solutions Inc.…$3MKnockaway 401(k) Plan$3MPeerforward 401(k) Profit Sharing Plan & TrustPeerforward 401(k) Profit Sh…$3MLifemd, Inc 401(k) Plan$3M
End-of-year total assets ($M) among Ogle School Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ogle School Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ogle School Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 66.21715655419858% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.99M $3.3M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 313 $2M
2023 1 367 $3M
2024 1 370 $3M

Ogle School Management LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$735K
Employer EIN471863443
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Ogle School Management LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ogle School Management LLC 401(k) Plan, Total assets ($B): 0.002722754 · Participants: 367Ogle School Management LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Ogle School Management LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ogle School Management LLC 401(k) Plan side-by-side with 3 peers →

Ogle School Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mrk Financial Solutions Inc. 401(k) Profit Sharing Plan and Trust in MN ($3M); by covered participants it is Lacerta Group, LLC 401(k) Plan in MA (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Ogle School Management LLC 401(k) Plan assets move in 2023? ▼
Ogle School Management LLC 401(k) Plan surged - up 37.0% during 2023, from $2M to $3M. Reported net income was $735K.
How have Ogle School Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ogle School Management LLC's sponsor-wide assets grew 66.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Ogle School Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mrk Financial Solutions Inc. 401(k) Profit Sharing Plan and Trust in MN ($3M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Ogle School Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lacerta Group, LLC 401(k) Plan in MA (367 participants, $5M 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 471863443.

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.