401(k) · DOL Form 5500 · 2023
Oberg Industries, LLC 401(k) Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 712
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $143,937
- Avg per participant Near avg balance/head
Official DOL plan name: The Savings & Investment Plan for Employees of Oberg Industries LLC · Sponsored by Oberg Industries, LLC · Pennsylvania · Manufacturing
$102M in assets, 712 participants
Oberg Industries, LLC's The Savings & Investment Plan for Employees of Oberg Industries LLC reported $102M in total assets and 712 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.
- #16,308 in Manufacturing (18,722 peers)
Where The Savings & Investment Plan for Employees of Oberg Industries LLC sits by assets
The Savings & Investment Plan for Employees of Oberg Industries LLC sits in the top 10% of all filed plans by assets, $102M for 712 participants (~$143,937/participant), up 11.8% in 2023.
- #16,308
- in Manufacturing (18,722 peers)
- +11.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
The Savings & Investment Plan for Employees of Oberg Industries LLC's outsized position by total assets
The Savings & Investment Plan for Employees of Oberg Industries LLC vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$102,483,215 Top 9% higher than 91% 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
The Savings & Investment Plan for Employees of Oberg Industries LLC 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. The Savings & Investment Plan for Employees of Oberg Industries LLC sits mid-pack in the medium band (712 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Savings & Investment Plan for Employees of Oberg Industries LLC reported net income rose from -$19M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- The Savings & Investment Plan for Employees of Oberg Industries LLC end-of-year assets rose from $92M in the plan year 2022 filing to $102M in the plan year 2023 filing.
- The Savings & Investment Plan for Employees of Oberg Industries LLC reported participants rose from 694 in the plan year 2022 filing to 712 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 832134609 · Oberg Industries, LLC PY 2023 · 401(k)
The Savings & Investment Plan for Employees of Oberg Industries LLC · $102M · 712 · 91st
- EOY $102M
- EOY 712
- EOY 91st
- EOY 401(k)
- EOY near 1st Franklin Financial 401(k) Retirement Plan
- EOY ind #16308
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 Pennsylvania →
The Savings & Investment Plan for Employees of Oberg Industries LLC in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $11M |
| Employer EIN | 832134609 |
| Plan Effective Date | 1974-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oberg Industries, LLC)
Sponsor-wide plan assets over time
All Oberg Industries, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 14.145207991089828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 836 | $103M |
| 2023 | 2 | 844 | $114M |
| 2024 | 2 | 841 | $117M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
The Savings & Investment Plan for Employees of Oberg Industries LLC's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is 1st Franklin Financial 401(k) Retirement Plan in GA ($102M); by covered participants it is Rpa Retirement Plan in CA (712 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- 1st Franklin Financial 401(k) Retirement Plan (GA) $102M · 1,555
- Homeserve 401(k) Plan (CT) $103M · 2,179
- Trivium Packaging 401(k) Plan (OH) $102M · 762
- Advent International L.P. Employees' Profit-Sharing Retirement Plan (MA) $103M · 271
Similar participant headcount
Nearest other-state filings by covered participants (712 participants); asset peers above are excluded.
- Rpa Retirement Plan (CA) 712 · 0 off
- Spitzer Management Inc Profit Sharing and Savings Plan (OH) 712 · 0 off
- Pcx Aerostructures LLC 401(k) Plan (CT) 712 · 0 off
- Hp Communications, Inc. 401(k) Plan (CA) 712 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.