401(k) · DOL Form 5500 · 2023

Ogre Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
128
Participants Small participant base
57th
Percentile by assets National rank
$73,456
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Ogre Holdings, LLC · Indiana · Manufacturing

$9M in assets, 128 participants

Ogre Holdings, LLC's Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,072 in Manufacturing (18,722 peers)

Coverage in Indiana

Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust covers 128 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $9M.

#8,072
in Manufacturing (18,722 peers)
+17.7%
assets growth YoY

Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$9,402,372 Top 43% higher than 57% 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

Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust 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. Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 116 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 203308873 · Ogre Holdings, LLC PY 2023 · 401(k)

Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust · $9M · 128 · 57th

  • PCT $9M
  • EIN 128
  • RANK 57th
  • PHOTO 401(k)
  • IND near Current Retirement Plan for Collectively Bargained Employees
  • EOY ind #8072

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 Indiana →

Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Ogre Holdings, LLC 401(k) Profit Sharing Plan & TrustOgre Holdings, LLC 401(k) Pr…$9MCurrent Retirement Plan for Collectively Bargained EmployeesCurrent Retirement Plan for …$9MGreenwood Chevrolet, Inc. 401(k) Profit Sharing PlanGreenwood Chevrolet, Inc. 40…$9MArnoff Moving & Storage, Inc. 401(k) Profit Sharing PlanArnoff Moving & Storage, Inc…$9MHealthcare Quality Strategies, Inc. Salary Savings PlanHealthcare Quality Strategie…$9M
End-of-year total assets ($M) among Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN203308873
Plan Effective Date2007-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ogre Holdings, LLC)

Sponsor-wide plan assets over time

All Ogre Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 35.94484795148086% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.99M $10.9M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 116 $8M
2023 1 128 $9M
2024 1 139 $11M

Nearby 401(k) Plans in Indiana

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

Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.009402372 · Participants: 128Ogre Holdings, LLC 401(k) Profit Sharing Plan & TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Current Retirement Plan for Collectively Bargained Employees in SC ($9M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 17.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have Ogre Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ogre Holdings, LLC's sponsor-wide assets grew 35.9%, from $8M to $11M.
Which 401(k) plans are similar in size to Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Current Retirement Plan for Collectively Bargained Employees in SC ($9M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Ogre Holdings, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 203308873.

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.