401(k) · DOL Form 5500 · 2023
Oremor Mgmt and Investment Co 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 1,649
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $46,852
- Avg per participant Low balance/head
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.
- #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.
- #7,930
- in Retail Trade (8,414 peers)
- +28.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan lands in the large band (1,649 participants).
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.
EBSA filing schedule strip
Filing strip 330152532 · Oremor Mgmt and Investment Co PY 2023 · 401(k)
Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan · $77M · 1,649 · 89th
- IND $77M
- EOY 1,649
- 5500 89th
- ASSETS 401(k)
- PCT near Clubcorp Individual Investment Plan
- EIN ind #7930
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 Retail Trade retirement plans → · Plans in California →
Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $17M |
| Employer EIN | 330152532 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oremor Mgmt and Investment Co)
Sponsor-wide plan assets over time
All Oremor Mgmt and Investment Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 54.71215953202214% vs 2022
- 2024 filing year
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Oremor Mgmt and Investment Co 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Clubcorp Individual Investment Plan in TX ($77M); by covered participants it is Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program in (1,649 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Clubcorp Individual Investment Plan (TX) $77M · 14,135
- Cni Subsidiary 401(k) Plan (OK) $77M · 1,393
- Equity Lifestyle Properties, Inc. Retirement Savings Plan (IL) $77M · 2,295
- L. F. Jennings, Inc. Profit Sharing Plan (VA) $77M · 337
Similar participant headcount
Nearest other-state filings by covered participants (1,649 participants); asset peers above are excluded.
- Bristol-Myers Squibb Puerto Rico, Inc. Savings and Investment Program () 1,649 · 0 off
- Everi Holdings Inc. 401(k) Plan (NV) 1,648 · 1 off
- Intelsat 401(k) Retirement Savings Plan (VA) 1,650 · 1 off
- Weil, Gotshal & Manges Section 401(k) Savings and Investment Plan (NY) 1,648 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.