Money Purchase · DOL Form 5500 · 2023

Oocl USA Inc. Money Purchase Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
464
Participants Below avg headcount
91st
Percentile by assets National rank
$194,231
Avg per participant Above avg balance/head
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Official DOL plan name: Oocl (USA) Inc. Defined Contribution Pension Plan · Sponsored by Oocl USA Inc. · Utah · Transportation & Warehousing

$90M in assets, 464 participants

Oocl USA Inc.'s Oocl (USA) Inc. Defined Contribution Pension Plan reported $90M in total assets and 464 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,965 in Transportation & Warehousing (3,362 peers)

Where Oocl (USA) Inc. Defined Contribution Pension Plan sits by assets

Oocl (USA) Inc. Defined Contribution Pension Plan sits in the top 10% of all filed plans by assets, $90M for 464 participants (~$194,231/participant), up 9.8% in 2023.

#2,965
in Transportation & Warehousing (3,362 peers)
+9.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Oocl (USA) Inc. Defined Contribution Pension Plan's outsized position by total assets

Oocl (USA) Inc. Defined Contribution Pension Plan vs every filed plan by assets

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

$90,123,232 Top 9% higher than 91% 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

Oocl (USA) Inc. Defined Contribution Pension 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. Oocl (USA) Inc. Defined Contribution Pension Plan sits mid-pack in the medium band (464 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oocl (USA) Inc. Defined Contribution Pension Plan reported net income rose from -$20M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Oocl (USA) Inc. Defined Contribution Pension Plan end-of-year assets rose from $82M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Oocl (USA) Inc. Defined Contribution Pension Plan reported participants rose from 455 in the plan year 2022 filing to 464 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134934630 · Oocl USA Inc. PY 2023 · Money Purchase

Oocl (USA) Inc. Defined Contribution Pension Plan · $90M · 464 · 91st

  • BOY $90M
  • SCH 464
  • EBSA 91st
  • PART Money Purchase
  • TYPE near Oklahoma Medical Research Foundation for Full-Time Employees
  • NET ind #2965

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 Utah →

Oocl (USA) Inc. Defined Contribution Pension Plan in the asset neighbourhood

Ncaa Retirement Plan$91MOklahoma Medical Research Foundation for Full-Time EmployeesOklahoma Medical Research Fo…$90MOocl (USA) Inc. Defined Contribution Pension PlanOocl (USA) Inc. Defined Cont…$90MUniversity of Louisville Physicians, Inc. Money Purchase Pension PlanUniversity of Louisville Phy…$89MPipe Fitters Local Union No. 120 Annuity FundPipe Fitters Local Union No.…$89M
End-of-year total assets ($M) among Oocl (USA) Inc. Defined Contribution Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$90M
Net Income$8M
Employer EIN134934630
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oocl USA Inc.)

Sponsor-wide plan assets over time

All Oocl USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$262M 20.19677374563011% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $218M $262M ▲ +20.2%
Year Plans Participants Total Assets
2022 2 935 $218M
2023 2 943 $239M
2024 2 943 $262M

Nearby Money Purchase Plans in Utah

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Oocl (USA) Inc. Defined Contribution Pension Plan vs. nearby Money Purchase plans in Utah, assets vs. participants Scatter plot of 5 data points. -200002000400060008000 -50050100150 Total assets ($M) Participants Oocl (USA) Inc. Defined Contribution Pension Plan, Total assets ($M): 90.123232 · Participants: 464Oocl (USA) Inc. Defined Contribution Pension PlanCarolina Electrical Workers Retirement Fund, Total assets ($M): 136.089737 · Participants: 5806Carolina Electrical Workers Retirement FundRowland Hall, Saint Mark's School 403(b) DC Plan, Total assets ($M): 38.350898 · Participants: 265Rowland Hall, Saint Mark's School 403(b) DC PlanNbcc Retirement Plan, Total assets ($M): 2.623204 · Participants: 9Nbcc Retirement PlanWestern States Water Council Money Purchase Pension Plan, Total assets ($M): 2.108903 · Participants: 5Western States Water Council Money Purchase Pension Plan
Oocl (USA) Inc. Defined Contribution Pension Plan vs. nearby Money Purchase plans in Utah, assets vs. participants
Compare Oocl (USA) Inc. Defined Contribution Pension Plan side-by-side with 3 peers →

Oocl (USA) Inc. Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Utah, the nearest Money Purchase by assets is Oklahoma Medical Research Foundation for Full-Time Employees in OK ($90M); by covered participants it is Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan in PA (466 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (464 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 Oocl (USA) Inc. Defined Contribution Pension Plan assets move in 2023? ▼
Oocl (USA) Inc. Defined Contribution Pension Plan grew at a solid clip - up 9.8% during 2023, from $82M to $90M. Reported net income was $8M.
How have Oocl USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oocl USA Inc.'s sponsor-wide assets grew 20.2%, from $218M to $262M.
Where does Oocl (USA) Inc. Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Oocl (USA) Inc. Defined Contribution Pension Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Oocl (USA) Inc. Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Oklahoma Medical Research Foundation for Full-Time Employees in OK ($90M, 480 participants).
Which Money Purchase plans cover a similar participant headcount to Oocl (USA) Inc. Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan in PA (466 participants, $24M 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 134934630.

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.