401(k) · DOL Form 5500 · 2023

Oltmans Companies 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
147
Participants Small participant base
91st
Percentile by assets National rank
$616,341
Avg per participant High balance/head
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Official DOL plan name: Oltmans Companies Profit Sharing Plan · Sponsored by Oltmans Companies · California · Construction

$91M in assets, 147 participants

Oltmans Companies's Oltmans Companies Profit Sharing Plan reported $91M in total assets and 147 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.

  • #8,025 in Construction (9,030 peers)

Coverage in California

Oltmans Companies Profit Sharing Plan covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $91M.

#8,025
in Construction (9,030 peers)
+19.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Oltmans Companies Profit Sharing Plan's outsized position by total assets

Oltmans Companies Profit Sharing Plan vs every filed plan by assets

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

$90,602,157 Top 9% higher than 91% 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

Oltmans Companies Profit Sharing 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. Oltmans Companies Profit Sharing Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oltmans Companies Profit Sharing Plan reported net income rose from $8M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Oltmans Companies Profit Sharing Plan end-of-year assets rose from $76M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Oltmans Companies Profit Sharing Plan reported participants fell from 156 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 473698702 · Oltmans Companies PY 2023 · 401(k)

Oltmans Companies Profit Sharing Plan · $91M · 147 · 91st

  • PART $91M
  • PART 147
  • PART 91st
  • PART 401(k)
  • PART near Ascendium Education Group, Inc. 401(k) Plan
  • PART ind #8025

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 Construction retirement plans → · Plans in California →

Oltmans Companies Profit Sharing Plan in the asset neighbourhood

Nixon Peabody LLP Retirement Savings Plan for Associate AttorneysNixon Peabody LLP Retirement…$91MOltmans Companies Profit Sharing PlanOltmans Companies Profit Sha…$91MAscendium Education Group, Inc. 401(k) PlanAscendium Education Group, I…$91MWsb LLC 401(k) New Comparability Plan and TrustWsb LLC 401(k) New Comparabi…$91MThe Hain Celestial Group 401(k) PlanThe Hain Celestial Group 401…$91M
End-of-year total assets ($M) among Oltmans Companies Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$91M
Net Income$15M
Employer EIN473698702
Plan Effective Date1951-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oltmans Companies)

Sponsor-wide plan assets over time

All Oltmans Companies plans reported in each filing year

Latest sponsor-wide plan assets
$93M 22.52317408808335% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $75.7M $92.8M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 156 $76M
2023 1 147 $91M
2024 1 137 $93M

Nearby 401(k) Plans in California

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

Oltmans Companies Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oltmans Companies Profit Sharing Plan, Total assets ($B): 0.090602157 · Participants: 147Oltmans Companies Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Oltmans Companies Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oltmans Companies Profit Sharing Plan side-by-side with 3 peers →

Oltmans Companies Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ascendium Education Group, Inc. 401(k) Plan in WI ($91M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

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 Oltmans Companies Profit Sharing Plan assets move in 2023? ▼
Oltmans Companies Profit Sharing Plan grew sharply - up 19.6% during 2023, from $76M to $91M. Reported net income was $15M.
How have Oltmans Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oltmans Companies's sponsor-wide assets grew 22.5%, from $76M to $93M.
Where does Oltmans Companies Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oltmans Companies Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Oltmans Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ascendium Education Group, Inc. 401(k) Plan in WI ($91M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Oltmans Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 473698702.

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.