401(k) · DOL Form 5500 · 2024

William Oree Inc. 401(k) Plan

Data updated 2026-08-25

$60K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$60,011
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: William Oree Inc. Retirement Plan · Sponsored by William Oree Inc. · California · Healthcare & Social Assistance

$60K in assets, 1 participants

William Oree Inc.'s William Oree Inc. Retirement Plan reported $60K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 4th 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.

  • #491 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

William Oree Inc. Retirement Plan holds $60K for 1 participant - about $60,011 per participant, among the smaller plans by assets on file.

#491
in Healthcare & Social Assistance (16,916 peers)
$60K
reported net income

William Oree Inc. Retirement Plan among the smaller filed plans by assets

William Oree Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$60,011 4th percentile higher than 4% of 123,620 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 2024

William Oree Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Oree Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 994060059 · William Oree Inc. PY 2024 · 401(k)

William Oree Inc. Retirement Plan · $60K · 1 · 4th

  • RANK $60K
  • PHOTO 1
  • IND 4th
  • EOY 401(k)
  • 5500 near Lt Patriots Corp. 401(k) Plan
  • ASSETS ind #491

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 Healthcare & Social Assistance retirement plans → · Plans in California →

William Oree Inc. Retirement Plan in the asset neighbourhood

William Oree Inc. Retirement PlanWilliam Oree Inc. Retirement…$60KLt Patriots Corp. 401(k) Plan$60KFreedom Diamond Tool Inc. 401(k) PlanFreedom Diamond Tool Inc. 40…$60KPenguin Freight Inc. Retirement PlanPenguin Freight Inc. Retirem…$60KEat Well and Prosper Inc. 401(k) Profit Sharing PlanEat Well and Prosper Inc. 40…$60K
End-of-year total assets ($M) among William Oree Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$60K
Net Income$60K
Employer EIN994060059
Plan Effective Date2024-07-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

William Oree Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants William Oree Inc. Retirement Plan, Total assets ($B): 0.000060011 · Participants: 1William Oree Inc. Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
William Oree Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare William Oree Inc. Retirement Plan side-by-side with 3 peers →

William Oree Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lt Patriots Corp. 401(k) Plan in LA ($60K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does William Oree Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
William Oree Inc. Retirement Plan ranks in the 4th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to William Oree Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lt Patriots Corp. 401(k) Plan in LA ($60K, N/A participants).
Which 401(k) plans cover a similar participant headcount to William Oree Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 994060059.

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.