401(k) · DOL Form 5500 · 2023
Al Warren Oil Company 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 303
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $59,830
- Avg per participant Low balance/head
Official DOL plan name: Warren's 401(k) Profit Sharing Plan · Sponsored by Al Warren Oil Company · Indiana · Transportation & Warehousing
$18M in assets, 303 participants
Al Warren Oil Company's Warren's 401(k) Profit Sharing Plan reported $18M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #2,380 in Transportation & Warehousing (3,362 peers)
2023 asset change
Warren's 401(k) Profit Sharing Plan grew sharply 22.0% in 2023 ($15M → $18M) for 303 participants.
- #2,380
- in Transportation & Warehousing (3,362 peers)
- +22.0%
- assets growth YoY
Warren's 401(k) Profit Sharing Plan's outsized position by total assets
Warren's 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,128,587 Top 29% higher than 71% 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
Warren's 401(k) Profit Sharing 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. Warren's 401(k) Profit Sharing Plan sits mid-pack in the medium band (303 participants).
EBSA filing schedule strip
Filing strip 363104190 · Al Warren Oil Company PY 2023 · 401(k)
Warren's 401(k) Profit Sharing Plan · $18M · 303 · 71st
- TYPE $18M
- NET 303
- BOOK 71st
- VS-ST 401(k)
- BOY near Sunshine Bouquet Company 401(k) Plan
- SCH ind #2380
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 →
Warren's 401(k) Profit Sharing Plan in the asset neighbourhood
Al Warren Oil Company years around the 2023 move
Sponsor-wide plan assets over time
All Al Warren Oil Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 8.278361683676726% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 303 | $18M |
| 2024 | 1 | 334 | $20M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 363104190 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
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
Warren's 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Sunshine Bouquet Company 401(k) Plan in NJ ($18M); by covered participants it is Emergency Hospital Systems 401(k) Plan in TX (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.
- Emergency Hospital Systems 401(k) Plan (TX) 303 · 0 off
- Wm. a. Straub, Inc. 401(k) Plan (MO) 303 · 0 off
- Neighborhood Health Employees Savings Plan (VA) 303 · 0 off
- Revinate LLC 401(k) Retirement Plan (OR) 303 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.