401(k) · DOL Form 5500 · 2023
Oatey Co. 401(k) Plan
Data updated 2026-08-25
- $114M
- Total assets Near avg plan size
- 1,206
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $94,442
- Avg per participant Below avg balance/head
Official DOL plan name: Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan · Sponsored by Oatey Co. · Ohio · Manufacturing
$114M in assets, 1,206 participants
Oatey Co.'s Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan reported $114M in total assets and 1,206 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,457 in Manufacturing (18,722 peers)
Where Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan sits by assets
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan sits in the top 10% of all filed plans by assets, $114M for 1,206 participants (~$94,442/participant), up 20.5% in 2023.
- #16,457
- in Manufacturing (18,722 peers)
- +20.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan's outsized position by total assets
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$113,896,455 Top 8% higher than 92% 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
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive 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. Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan lands in the large band (1,206 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan reported net income rose from -$18M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan end-of-year assets rose from $95M in the plan year 2022 filing to $114M in the plan year 2023 filing.
- Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan reported participants rose from 1,130 in the plan year 2022 filing to 1,206 in the plan year 2023 filing.
DOL schedule card
Filing strip 340434900 · Oatey Co. PY 2023 · 401(k)
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan · $114M · 1,206 · 92nd
- EBSA $114M
- EBSA 1,206
- EBSA 92nd
- EBSA 401(k)
- EBSA near Kaiser-Francis Oil Company Retirement Income Plan
- EBSA ind #16457
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 Ohio →
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $19M |
| Employer EIN | 340434900 |
| Plan Effective Date | 1957-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oatey Co.)
Sponsor-wide plan assets over time
All Oatey Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 35.90763568679961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,130 | $95M |
| 2023 | 1 | 1,206 | $114M |
| 2024 | 1 | 1,280 | $128M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Kaiser-Francis Oil Company Retirement Income Plan in OK ($114M); by covered participants it is Owl Companies 401(k) Plan in CA (1,206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($114M here).
- Kaiser-Francis Oil Company Retirement Income Plan (OK) $114M · 360
- Minitab, LLC 401(k) Retirement Plan (PA) $114M · 314
- Ballad Health 401(k) Plan (TN) $114M · 950
- Unigroup, C.a. Resources for Employees' Leisure Years Plan (MO) $114M · 716
Similar participant headcount
Nearest other-state filings by covered participants (1,206 participants); asset peers above are excluded.
- Owl Companies 401(k) Plan (CA) 1,206 · 0 off
- Foundation Auto Holdings, LLC 401(k) Plan (TX) 1,206 · 0 off
- 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates (HI) 1,206 · 0 off
- Sp Holding Enterprises Corp 401(k) Retirement Savings Plan (UT) 1,205 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.