401(k) · DOL Form 5500 · 2023

Office Three Sixty, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
143
Participants Small participant base
52nd
Percentile by assets National rank
$52,353
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Office360 401(k) Plan · Sponsored by Office Three Sixty, Inc. · Indiana · Transportation & Warehousing

$7M in assets, 143 participants

Office Three Sixty, Inc.'s Office360 401(k) Plan reported $7M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,780 in Transportation & Warehousing (3,362 peers)

Coverage in Indiana

Office360 401(k) Plan covers 143 participants in Indiana, about 26% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#1,780
in Transportation & Warehousing (3,362 peers)
+28.3%
assets growth YoY

Office360 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Office360 401(k) Plan vs every filed plan by assets

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

$7,486,449 Top 48% higher than 52% 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

Office360 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. Office360 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Office360 401(k) Plan reported net income rose from -$939K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Office360 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Office360 401(k) Plan reported participants rose from 132 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352142678 · Office Three Sixty, Inc. PY 2023 · 401(k)

Office360 401(k) Plan · $7M · 143 · 52nd

  • IND $7M
  • IND 143
  • IND 52nd
  • IND 401(k)
  • IND near Millington Lockwood Profit Sharing Plan
  • IND ind #1780

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 Transportation & Warehousing retirement plans → · Plans in Indiana →

Office360 401(k) Plan in the asset neighbourhood

Office360 401(k) Plan$7MMillington Lockwood Profit Sharing PlanMillington Lockwood Profit S…$7MMike Shaw Automotive 401(k) PlanMike Shaw Automotive 401(k) …$7MPolymer Corporation 401(k) Profit Sharing Plan & TrustPolymer Corporation 401(k) P…$7MRaventek Solution Partners, LLC 401(k) PlanRaventek Solution Partners, …$7M
End-of-year total assets ($M) among Office360 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN352142678
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Office Three Sixty, Inc.)

Sponsor-wide plan assets over time

All Office Three Sixty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.439292912566806% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $5.83M $7.2M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 132 $6M
2023 1 143 $7M
2024 1 150 $7M

Nearby 401(k) Plans in Indiana

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

Office360 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Office360 401(k) Plan, Total assets ($B): 0.007486449 · Participants: 143Office360 401(k) PlanThe 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
Office360 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Office360 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Millington Lockwood Profit Sharing Plan in NY ($7M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Office360 401(k) Plan assets move in 2023?
Office360 401(k) Plan grew sharply - up 28.3% during 2023, from $6M to $7M. Reported net income was $2M.
How have Office Three Sixty, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Office Three Sixty, Inc.'s sponsor-wide assets grew 23.4%, from $6M to $7M.
Which 401(k) plans are similar in size to Office360 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Millington Lockwood Profit Sharing Plan in NY ($7M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Office360 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M in assets).