401(k) · DOL Form 5500 · 2023

Oberer Residential Construction, Ltd 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
103
Participants Small participant base
62nd
Percentile by assets National rank
$112,187
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oberer Companies 401(k) Plan · Sponsored by Oberer Residential Construction, Ltd · Ohio · Real Estate

$12M in assets, 103 participants

Oberer Residential Construction, Ltd's Oberer Companies 401(k) Plan reported $12M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,723 in Real Estate (4,727 peers)

Coverage in Ohio

Oberer Companies 401(k) Plan covers 103 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#3,723
in Real Estate (4,727 peers)
+21.1%
assets growth YoY

Oberer Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Oberer Companies 401(k) Plan vs every filed plan by assets

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

$11,555,279 Top 38% higher than 62% 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

Oberer Companies 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. Oberer Companies 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oberer Companies 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Oberer Companies 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Oberer Companies 401(k) Plan reported participants fell from 113 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311621488 · Oberer Residential Construction, Ltd PY 2023 · 401(k)

Oberer Companies 401(k) Plan · $12M · 103 · 62nd

  • TYPE $12M
  • TYPE 103
  • TYPE 62nd
  • TYPE 401(k)
  • TYPE near Smi 401(k) Plan
  • TYPE ind #3723

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 Real Estate retirement plans → · Plans in Ohio →

Oberer Companies 401(k) Plan in the asset neighbourhood

Oberer Companies 401(k) Plan$12MSmi 401(k) Plan$12MElway Dealers 401(k) Plan$12MClow Valve Company Hourly 401(k) Retirement PlanClow Valve Company Hourly 40…$12MTyoga Container Company, Inc. 401(k) Profit Sharing PlanTyoga Container Company, Inc…$12M
End-of-year total assets ($M) among Oberer Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN311621488
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oberer Residential Construction, Ltd)

Sponsor-wide plan assets over time

All Oberer Residential Construction, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$13M 39.91481340628552% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.54M $13.4M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 113 $10M
2023 1 103 $12M
2024 1 110 $13M

Nearby 401(k) Plans in Ohio

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

Oberer Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Oberer Companies 401(k) Plan, Total assets ($B): 0.011555279 · Participants: 103Oberer Companies 401(k) 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
Oberer Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Oberer Companies 401(k) Plan side-by-side with 3 peers →

Oberer Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Smi 401(k) Plan in TX ($12M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Oberer Companies 401(k) Plan assets move in 2023? ▼
Oberer Companies 401(k) Plan grew sharply - up 21.1% during 2023, from $10M to $12M. Reported net income was $2M.
How have Oberer Residential Construction, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oberer Residential Construction, Ltd's sponsor-wide assets grew 39.9%, from $10M to $13M.
Which 401(k) plans are similar in size to Oberer Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smi 401(k) Plan in TX ($12M, 1,061 participants).
Which 401(k) plans cover a similar participant headcount to Oberer Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 311621488.

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.