401(k) · DOL Form 5500 · 2023

Organized Living, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
158
Participants Small participant base
60th
Percentile by assets National rank
$65,958
Avg per participant Below avg balance/head
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Official DOL plan name: Organized Living, Inc. Retirement Plan · Sponsored by Organized Living, Inc. · Ohio · Manufacturing

$10M in assets, 158 participants

Organized Living, Inc.'s Organized Living, Inc. Retirement Plan reported $10M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #8,604 in Manufacturing (18,722 peers)

Coverage in Ohio

Organized Living, Inc. Retirement Plan covers 158 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#8,604
in Manufacturing (18,722 peers)
+21.7%
assets growth YoY

Organized Living, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Organized Living, Inc. Retirement Plan vs every filed plan by assets

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

$10,421,387 Top 40% higher than 60% 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

Organized Living, Inc. Retirement 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. Organized Living, Inc. Retirement Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Organized Living, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Organized Living, Inc. Retirement Plan reported participants rose from 99 in the plan year 2022 filing to 158 in the plan year 2023 filing.
  • Organized Living, Inc. Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310525723 · Organized Living, Inc. PY 2023 · 401(k)

Organized Living, Inc. Retirement Plan · $10M · 158 · 60th

  • NET $10M
  • BOOK 158
  • VS-ST 60th
  • BOY 401(k)
  • SCH near Hostmark/Raintree 401(k) Plan
  • EBSA ind #8604

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 →

Organized Living, Inc. Retirement Plan in the asset neighbourhood

Organized Living, Inc. Retirement PlanOrganized Living, Inc. Retir…$10MHostmark/Raintree 401(k) Plan$10MCorporate Coverage Company, Inc. Employee Savings PlanCorporate Coverage Company, …$10MFirst Quality Maintenance II, LLC 401(k)First Quality Maintenance II…$10MAmerican Association of University Women 401(k) PlanAmerican Association of Univ…$10M
End-of-year total assets ($M) among Organized Living, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN310525723
Plan Effective Date1959-01-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Organized Living, Inc.)

Sponsor-wide plan assets over time

All Organized Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.426310932219245% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.56M $12M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 99 $9M
2023 1 158 $10M
2024 1 110 $12M

Nearby 401(k) Plans in Ohio

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

Organized Living, Inc. Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Organized Living, Inc. Retirement Plan, Total assets ($B): 0.010421387 · Participants: 158Organized Living, Inc. Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Organized Living, Inc. Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Organized Living, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Hostmark/Raintree 401(k) Plan in IL ($10M); by covered participants it is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Organized Living, Inc. Retirement Plan assets move in 2023? ▼
Organized Living, Inc. Retirement Plan grew sharply - up 21.7% during 2023, from $9M to $10M. Reported net income was $2M.
How have Organized Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Organized Living, Inc.'s sponsor-wide assets grew 40.4%, from $9M to $12M.
Which 401(k) plans are similar in size to Organized Living, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hostmark/Raintree 401(k) Plan in IL ($10M, 703 participants).
Which 401(k) plans cover a similar participant headcount to Organized Living, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harbinder S Brar Md Inc 401(k) Profit Sharing Plan & Trust in CA (158 participants, $650K 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 310525723.

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.