401(k) · DOL Form 5500 · 2023

Oglethorpe, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
527
Participants Below avg headcount
45th
Percentile by assets National rank
$9,766
Avg per participant Low balance/head
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Official DOL plan name: Oglethorpe, Inc. 401(k) Plan · Sponsored by Oglethorpe, Inc. · Florida · Management of Enterprises

$5M in assets, 527 participants

Oglethorpe, Inc.'s Oglethorpe, Inc. 401(k) Plan reported $5M in total assets and 527 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.

  • #309 in Management of Enterprises (1,137 peers)

Oglethorpe, Inc. multi-year trail

Oglethorpe, Inc.'s plans moved +19.7% in assets from 2022 to 2024; this filing shows Oglethorpe, Inc. 401(k) Plan at $5M / 527 participants.

#309
in Management of Enterprises (1,137 peers)
+10.5%
assets growth YoY

Oglethorpe, Inc. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Oglethorpe, Inc. 401(k) Plan vs every filed plan by assets

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

$5,146,851 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

Oglethorpe, Inc. 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. Oglethorpe, Inc. 401(k) Plan sits mid-pack in the medium band (527 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oglethorpe, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $489K in the plan year 2023 filing.
  • Oglethorpe, Inc. 401(k) Plan reported participants fell from 643 in the plan year 2022 filing to 527 in the plan year 2023 filing.
  • Oglethorpe, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593586063 · Oglethorpe, Inc. PY 2023 · 401(k)

Oglethorpe, Inc. 401(k) Plan · $5M · 527 · 45th

  • 5500 $5M
  • 5500 527
  • 5500 45th
  • 5500 401(k)
  • 5500 near The Ecology Group 401(k) Plan
  • 5500 ind #309

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 Management of Enterprises retirement plans → · Plans in Florida →

Oglethorpe, Inc. 401(k) Plan in the asset neighbourhood

Oglethorpe, Inc. 401(k) Plan$5MThe Ecology Group 401(k) Plan$5MTag Manufacturing, Inc. 401(k) PlanTag Manufacturing, Inc. 401(…$5MShoshone-Bannock Gaming 401(k) PlanShoshone-Bannock Gaming 401(…$5MBasler Electric Highland Manufacturing 401(k) PlanBasler Electric Highland Man…$5M
End-of-year total assets ($M) among Oglethorpe, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oglethorpe, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oglethorpe, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.744113995029807% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.66M $5.58M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 643 $5M
2023 1 527 $5M
2024 1 473 $6M

Oglethorpe, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$489K
Employer EIN593586063
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Oglethorpe, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Oglethorpe, Inc. 401(k) Plan, Total assets ($B): 0.005146851 · Participants: 527Oglethorpe, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Oglethorpe, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Oglethorpe, Inc. 401(k) Plan side-by-side with 3 peers →

Oglethorpe, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Ecology Group 401(k) Plan in CA ($5M); by covered participants it is Scale Ai 401(k) Plan in CA (527 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (527 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 Oglethorpe, Inc. 401(k) Plan assets move in 2023? ▼
Oglethorpe, Inc. 401(k) Plan grew at a solid clip - up 10.5% during 2023, from $5M to $5M. Reported net income was $489K.
How have Oglethorpe, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oglethorpe, Inc.'s sponsor-wide assets grew 19.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Oglethorpe, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Ecology Group 401(k) Plan in CA ($5M, 650 participants).
Which 401(k) plans cover a similar participant headcount to Oglethorpe, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scale Ai 401(k) Plan in CA (527 participants, $23M 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 593586063.

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.