401(k) · DOL Form 5500 · 2023

Oreo Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$823K
Total assets Small plan by assets
8
Participants Small participant base
22nd
Percentile by assets National rank
$102,903
Avg per participant Below avg balance/head
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Official DOL plan name: Oreo Investments, Inc. 401(k) Plan · Sponsored by Oreo Investments, Inc. · Texas · Retail Trade

$823K in assets, 8 participants

Oreo Investments, Inc.'s Oreo Investments, Inc. 401(k) Plan reported $823K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,883 in Retail Trade (8,414 peers)

2023 asset change

Oreo Investments, Inc. 401(k) Plan declined sharply 16.7% in 2023 ($988K → $823K) for 8 participants.

#2,883
in Retail Trade (8,414 peers)
-16.7%
assets change YoY

The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oreo Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Oreo Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$823,222 22nd percentile higher than 22% 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

Oreo Investments, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oreo Investments, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oreo Investments, Inc. 401(k) Plan reported net income fell from -$14K in the plan year 2022 filing to -$165K in the plan year 2023 filing.
  • Oreo Investments, Inc. 401(k) Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Oreo Investments, Inc. 401(k) Plan end-of-year assets fell from $988K in the plan year 2022 filing to $823K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 475265618 · Oreo Investments, Inc. PY 2023 · 401(k)

Oreo Investments, Inc. 401(k) Plan · $823K · 8 · 22nd

  • EOY $823K
  • 5500 8
  • ASSETS 22nd
  • PCT 401(k)
  • EIN near Tinygloves Inc. 401(k) Plan
  • RANK ind #2883

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 Retail Trade retirement plans → · Plans in Texas →

Oreo Investments, Inc. 401(k) Plan in the asset neighbourhood

Oreo Investments, Inc. 401(k) PlanOreo Investments, Inc. 401(k…$823KTinygloves Inc. 401(k) Plan$823KFuhrmann Engineering Inc Retirement PlanFuhrmann Engineering Inc Ret…$823KRetinal Ambulatory Surgery Center of New York, Inc. 401(k) Profit Sharing PlanRetinal Ambulatory Surgery C…$823KPro's Epicurean Marketplace & Cafe Retirement PlanPro's Epicurean Marketplace …$823K
End-of-year total assets ($M) among Oreo Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oreo Investments, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Oreo Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$925K 6.318389326962983% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M 202220232024 $0.99M $0.93M ▼ -6.1%
Year Plans Participants Total Assets
2022 1 6 $988K
2023 1 8 $823K
2024 1 7 $925K

2023 asset-move particulars

Total Assets (Beginning of Year)$988K
Net Assets (End of Year)$823K
Net Income-$165K
Employer EIN475265618
Plan Effective Date2015-10-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Oreo Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Oreo Investments, Inc. 401(k) Plan, Total assets ($B): 0.000823222 · Participants: 8Oreo Investments, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Oreo Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Oreo Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Oreo Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tinygloves Inc. 401(k) Plan in WI ($823K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Oreo Investments, Inc. 401(k) Plan assets move in 2023? ▼
Oreo Investments, Inc. 401(k) Plan declined sharply - down 16.7% during 2023, from $988K to $823K. Reported net income was -$165K.
How have Oreo Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oreo Investments, Inc.'s sponsor-wide assets declined 6.3%, from $988K to $925K.
Where does Oreo Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Oreo Investments, Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Oreo Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tinygloves Inc. 401(k) Plan in WI ($823K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Oreo Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 475265618.

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.