401(k) · DOL Form 5500 · 2023
Openroad Lending, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 201
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $27,079
- Avg per participant Low balance/head
Official DOL plan name: Openroad Lending 401(k) Plan · Sponsored by Openroad Lending, LLC · Texas · Finance & Insurance
$5M in assets, 201 participants
Openroad Lending, LLC's Openroad Lending 401(k) Plan reported $5M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #2,899 in Finance & Insurance (8,869 peers)
Coverage in Texas
Openroad Lending 401(k) Plan covers 201 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $5M.
- #2,899
- in Finance & Insurance (8,869 peers)
- $691K
- reported net income
Openroad Lending 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Openroad Lending 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,442,821 46th percentile higher than 46% 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
Openroad Lending 401(k) 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. Openroad Lending 401(k) Plan sits mid-pack in the medium band (201 participants).
Published 5500 schedule card
Filing strip 271293701 · Openroad Lending, LLC PY 2023 · 401(k)
Openroad Lending 401(k) Plan · $5M · 201 · 46th
- VS-ST $5M
- BOY 201
- SCH 46th
- EBSA 401(k)
- PART near A & H Employees Savings and Protection Plan
- TYPE ind #2899
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 Finance & Insurance retirement plans → · Plans in Texas →
Openroad Lending 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $691K |
| Employer EIN | 271293701 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Openroad Lending, LLC)
Sponsor-wide plan assets over time
All Openroad Lending, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 1.622761431985362% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 201 | $5M |
| 2024 | 1 | 136 | $6M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Openroad Lending 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is A & H Employees Savings and Protection Plan in RI ($5M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.
- Satair USA, Inc. Retirement Savings Plan (GA) 201 · 0 off
- Paul USA 401(k) Plan (MA) 201 · 0 off
- Meadowland Farmers Coop 401(k) Plan (MN) 201 · 0 off
- Valentine Enterprises, Inc. Retirement Savings Plan (GA) 201 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.