401(k) · DOL Form 5500 · 2023

O'keeffe's, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 276
Participants Below avg headcount: 68th
Percentile by assets National rank: $56,811
Avg per participant Low balance/head

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Official DOL plan name: O'keeffes, Inc. 401(k) Plan & Trust · Sponsored by O'keeffe's, Inc. · California · Manufacturing

$16M in assets, 276 participants

O'keeffe's, Inc.'s O'keeffes, Inc. 401(k) Plan & Trust reported $16M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

#10,620 in Manufacturing (18,722 peers)

Coverage in California

O'keeffes, Inc. 401(k) Plan & Trust covers 276 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $16M.

#10,620
in Manufacturing (18,722 peers): +18.3%
assets growth YoY

O'keeffes, Inc. 401(k) Plan & Trust's outsized position by total assets

O'keeffes, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$15,679,823 Top 32% higher than 68% 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

O'keeffes, Inc. 401(k) Plan & Trust 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. O'keeffes, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (276 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

O'keeffes, Inc. 401(k) Plan & Trust reported net income rose from -$836K in the plan year 2022 filing to $2M in the plan year 2023 filing.
O'keeffes, Inc. 401(k) Plan & Trust end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
O'keeffes, Inc. 401(k) Plan & Trust reported participants rose from 267 in the plan year 2022 filing to 276 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941061347 · O'keeffe's, Inc. PY 2023 · 401(k)

O'keeffes, Inc. 401(k) Plan & Trust · $16M · 276 · 68th

PHOTO $16M
IND 276
EOY 68th
5500 401(k)
ASSETS near University of Rio Grande Retirement Savings Plan
PCT ind #10620

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 Manufacturing retirement plans → · Plans in California →

End-of-year total assets ($M) among O'keeffes, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$16M
Net Income	$2M
Employer EIN	941061347
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (O'keeffe's, Inc.)

Latest sponsor-wide plan assets: $18M 36.17174075280776% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	267	$13M
2023	1	276	$16M
2024	1	250	$18M

Nearby 401(k) Plans in California

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

O'keeffes, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

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

Compare O'keeffes, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

O'keeffes, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is University of Rio Grande Retirement Savings Plan in OH ($16M); by covered participants it is Deciphera 401(k) Plan in MA (276 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

University of Rio Grande Retirement Savings Plan (OH) $16M · 295
Weifield Group 401(k) Retirement Plan (CO) $16M · 660
Strippit Inc. 401(k) Plan for Salaried Employees (NY) $16M · 76
Executive Auto Group 401(k) Profit-Sharing Plan (CT) $16M · 342

Similar participant headcount

Nearest other-state filings by covered participants (276 participants); asset peers above are excluded.

Deciphera 401(k) Plan (MA) 276 · 0 off
Sojern, Inc. 401(k) Plan (NE) 276 · 0 off
Rydell 401(k) Plan (ND) 276 · 0 off
Refined Technologies 401(k) Plan (TX) 276 · 0 off

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 O'keeffes, Inc. 401(k) Plan & Trust assets move in 2023? ▼

O'keeffes, Inc. 401(k) Plan & Trust grew sharply - up 18.3% during 2023, from $13M to $16M. Reported net income was $2M.

How have O'keeffe's, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), O'keeffe's, Inc.'s sponsor-wide assets grew 36.2%, from $13M to $18M.

Which 401(k) plans are similar in size to O'keeffes, Inc. 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is University of Rio Grande Retirement Savings Plan in OH ($16M, 295 participants).

Which 401(k) plans cover a similar participant headcount to O'keeffes, Inc. 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Deciphera 401(k) Plan in MA (276 participants, $45M 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 941061347.