401(k) · DOL Form 5500 · 2023

Olo Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
707
Participants Below avg headcount
84th
Percentile by assets National rank
$61,352
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Olo Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Olo Inc. · New York · Other Services

$43M in assets, 707 participants

Olo Inc.'s Olo Inc. 401(k) Profit Sharing Plan & Trust reported $43M in total assets and 707 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,275 in Other Services (7,857 peers)

Where Olo Inc. 401(k) Profit Sharing Plan & Trust sits by assets

Olo Inc. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $43M for 707 participants (~$61,352/participant), up 59.4% in 2023.

#7,275
in Other Services (7,857 peers)
+59.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Olo Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Olo Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$43,375,953 Top 16% higher than 84% 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

Olo Inc. 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. Olo Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (707 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Olo Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from $10M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Olo Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $27M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Olo Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 641 in the plan year 2022 filing to 707 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202971562 · Olo Inc. PY 2023 · 401(k)

Olo Inc. 401(k) Profit Sharing Plan & Trust · $43M · 707 · 84th

  • TYPE $43M
  • TYPE 707
  • TYPE 84th
  • TYPE 401(k)
  • TYPE near Rick Steves' Europe, Inc. 401(k) Plan
  • TYPE ind #7275

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 Other Services retirement plans → · Plans in New York →

Olo Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Olo Inc. 401(k) Profit Sharing Plan & TrustOlo Inc. 401(k) Profit Shari…$43MRick Steves' Europe, Inc. 401(k) PlanRick Steves' Europe, Inc. 40…$43MAvidity Science Retirement Savings PlanAvidity Science Retirement S…$43MI.C. Thomasson Associates, Inc. 401(k) Retirement PlanI.C. Thomasson Associates, I…$43MAdvantia Health Retirement PlanAdvantia Health Retirement P…$43M
End-of-year total assets ($M) among Olo Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$43M
Net Income$16M
Employer EIN202971562
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Olo Inc.)

Sponsor-wide plan assets over time

All Olo Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 106.54648878956196% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.2M $56.2M ▲ +106.6%
Year Plans Participants Total Assets
2022 1 641 $27M
2023 1 707 $43M
2024 1 686 $56M

Nearby 401(k) Plans in New York

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

Olo Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Olo Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.043375953 · Participants: 707Olo Inc. 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Olo Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Olo Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Olo Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rick Steves' Europe, Inc. 401(k) Plan in WA ($43M); by covered participants it is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC (707 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (707 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 Olo Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Olo Inc. 401(k) Profit Sharing Plan & Trust surged - up 59.4% during 2023, from $27M to $43M. Reported net income was $16M.
How have Olo Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Olo Inc.'s sponsor-wide assets grew 106.5%, from $27M to $56M.
Where does Olo Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Olo Inc. 401(k) Profit Sharing Plan & Trust ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Olo Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rick Steves' Europe, Inc. 401(k) Plan in WA ($43M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Olo Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Vanguard Furniture Co., Inc. Employees' Retirement Savings Plan in NC (707 participants, $18M 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 202971562.

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.