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
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
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.
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
Indiana filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 352142678 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING 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
| 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.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Precision International Automotive Products Inc. 401 (K) Plan (NY) 143 · 0 off
- Hight Enterprises, Ltd 401(k) Savings Plan (CO) 143 · 0 off
- Energy Vault 401(k) Plan (CA) 143 · 0 off
- Corner Pantry 401(k) Plan (SC) 143 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.