401(k) · DOL Form 5500 · 2023

Oremor Mgmt and Investment Co 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
1,649
Participants
89th
Percentile by assets
$46,852
Avg per participant
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Official DOL plan name: Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan · Sponsored by Oremor Mgmt and Investment Co · California · Retail Trade

$77M in assets, 1,649 participants

Oremor Mgmt and Investment Co's Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan reported $77M in total assets and 1,649 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #7,930 in Retail Trade (8,414 peers)

Coverage in California

Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan covers 1,649 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $77M.

$77M
total plan assets (2023 EOY)
1,649
covered participants
89th
percentile by assets (of 127,072 plans)
$46,852
avg assets per participant

Where Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan sits by total assets

Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan vs every filed plan by assets

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

$77,259,431 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan end-of-year assets rose from $60M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan reported participants rose from 1,485 in the plan year 2022 filing to 1,649 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Retail Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan reports 1,649 participants - 2.6x that state average ($77M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$77M
Net Income$17M
Employer EIN330152532
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oremor Mgmt and Investment Co)

$50M$60M$70M$80M$90M$100M 202220232024 $60.3M $93.3M ▲ +54.7%
Total plan assets by year, all Oremor Mgmt and Investment Co plans on file
Year Plans Participants Total Assets
2022 1 1,485 $60M
2023 1 1,649 $77M
2024 1 1,871 $93M

Nearby 401(k) Plans in California

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

Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oremor Mgmt and Inve…, Total assets ($B): 0.077259431 · Participants: 1649Oremor Mgmt and Inve…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oremor Mgmt and Investment Co 401(k) Ret… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan assets move in 2023? ▼
Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan grew sharply - up 28.1% during 2023, from $60M to $77M. Reported net income was $17M.
How have Oremor Mgmt and Investment Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oremor Mgmt and Investment Co's sponsor-wide assets grew 54.7%, from $60M to $93M.
Where does Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan ranks in the 89th 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 Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clubcorp Individual Investment Plan in TX ($77M, 14,135 participants).

Next read for Oremor Mgmt and Investment Co 401(k) Ret…

Filing takeaways

Ways to act on Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan's numbers.

  • By total assets, Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Oremor Mgmt and Investment Co's sponsor-wide assets have grown 54.7% since 2022 across 3 plan years on file. More Retail Trade plans

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 330152532.

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.