401(k) · DOL Form 5500 · 2023

Emery Oleochemicals LLC 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
291
Participants Below avg headcount
88th
Percentile by assets National rank
$215,862
Avg per participant Above avg balance/head
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Official DOL plan name: Emery Oleochemicals Investment Plan · Sponsored by Emery Oleochemicals LLC · Ohio · Manufacturing

$63M in assets, 291 participants

Emery Oleochemicals LLC's Emery Oleochemicals Investment Plan reported $63M in total assets and 291 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,334 in Manufacturing (18,722 peers)

Coverage in Ohio

Emery Oleochemicals Investment Plan covers 291 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $63M.

#15,334
in Manufacturing (18,722 peers)
+22.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Emery Oleochemicals Investment Plan's outsized position by total assets

Emery Oleochemicals Investment Plan vs every filed plan by assets

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

$62,815,737 Top 12% higher than 88% 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

Emery Oleochemicals Investment 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. Emery Oleochemicals Investment Plan sits mid-pack in the medium band (291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Emery Oleochemicals Investment Plan reported net income rose from -$14M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Emery Oleochemicals Investment Plan end-of-year assets rose from $51M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Emery Oleochemicals Investment Plan reported participants rose from 269 in the plan year 2022 filing to 291 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 320131687 · Emery Oleochemicals LLC PY 2023 · 401(k)

Emery Oleochemicals Investment Plan · $63M · 291 · 88th

  • 5500 $63M
  • 5500 291
  • 5500 88th
  • 5500 401(k)
  • 5500 near Ua Local 190 Defined Contribution Plan
  • 5500 ind #15334

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 Ohio →

Emery Oleochemicals Investment Plan in the asset neighbourhood

Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and TrustFranklin Square Holdings L.P…$63MMaxlinear, Inc. 401(k) Profit Sharing PlanMaxlinear, Inc. 401(k) Profi…$63MEmery Oleochemicals Investment PlanEmery Oleochemicals Investme…$63MUa Local 190 Defined Contribution PlanUa Local 190 Defined Contrib…$63MClean Energy 401(k) Plan$63M
End-of-year total assets ($M) among Emery Oleochemicals Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$63M
Net Income$12M
Employer EIN320131687
Plan Effective Date2006-01-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Emery Oleochemicals LLC)

Sponsor-wide plan assets over time

All Emery Oleochemicals LLC plans reported in each filing year

Latest sponsor-wide plan assets
$113M 20.33907242170801% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $93.6M $113M ▲ +20.3%
Year Plans Participants Total Assets
2022 2 544 $94M
2023 2 529 $105M
2024 2 513 $113M

Nearby 401(k) Plans in Ohio

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

Emery Oleochemicals Investment Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Emery Oleochemicals Investment Plan, Total assets ($B): 0.062815737 · Participants: 291Emery Oleochemicals Investment PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Emery Oleochemicals Investment Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Emery Oleochemicals Investment Plan side-by-side with 3 peers →

Emery Oleochemicals Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ua Local 190 Defined Contribution Plan in MI ($63M); by covered participants it is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Emery Oleochemicals Investment Plan assets move in 2023? ▼
Emery Oleochemicals Investment Plan grew sharply - up 22.7% during 2023, from $51M to $63M. Reported net income was $12M.
How have Emery Oleochemicals LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Emery Oleochemicals LLC's sponsor-wide assets grew 20.3%, from $94M to $113M.
Where does Emery Oleochemicals Investment Plan rank by assets among Form 5500 filers? ▼
Emery Oleochemicals Investment Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Emery Oleochemicals Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ua Local 190 Defined Contribution Plan in MI ($63M, 1,205 participants).
Which 401(k) plans cover a similar participant headcount to Emery Oleochemicals Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fleetwood - Fibre Packaging & Graphics, Inc. Retirement Savings and Profit in CA (291 participants, $28M 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 320131687.

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.