401(k) · DOL Form 5500 · 2024

Ohio River Partners Shareholder LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
35
Participants Small participant base
31st
Percentile by assets National rank
$69,150
Avg per participant Below avg balance/head
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Official DOL plan name: Ohio River Partners Shareholder LLC 401(k) Safe Harbor · Sponsored by Ohio River Partners Shareholder LLC · Ohio · Utilities

$2M in assets, 35 participants

Ohio River Partners Shareholder LLC's Ohio River Partners Shareholder LLC 401(k) Safe Harbor reported $2M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #78 in Utilities (732 peers)

Utilities sector rank

Within Utilities, Ohio River Partners Shareholder LLC 401(k) Safe Harbor ranks #78 of 732 2024 filers by assets (22184% of the sector average)-$2M for 35 participants.

#78
in Utilities (732 peers)
+34.5%
assets growth YoY

Ohio River Partners Shareholder LLC 401(k) Safe Harbor among the smaller filed plans by assets

Ohio River Partners Shareholder LLC 401(k) Safe Harbor vs every filed plan by assets

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

$2,420,264 31st percentile higher than 31% 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

Ohio River Partners Shareholder LLC 401(k) Safe Harbor among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio River Partners Shareholder LLC 401(k) Safe Harbor is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ohio River Partners Shareholder LLC 401(k) Safe Harbor end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Ohio River Partners Shareholder LLC 401(k) Safe Harbor reported net income fell from $705K in the plan year 2023 filing to $621K in the plan year 2024 filing.
  • Ohio River Partners Shareholder LLC 401(k) Safe Harbor reported participants rose from 34 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 822615446 · Ohio River Partners Shareholder LLC PY 2024 · 401(k)

Ohio River Partners Shareholder LLC 401(k) Safe Harbor · $2M · 35 · 31st

  • BOY $2M
  • SCH 35
  • EBSA 31st
  • PART 401(k)
  • TYPE near Premier Community Supports LLC 401(k) Profit Sharing Plan & Trust
  • NET ind #78

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 Utilities retirement plans → · Plans in Ohio →

Ohio River Partners Shareholder LLC 401(k) Safe Harbor in the asset neighbourhood

Ohio River Partners Shareholder LLC 401(k) Safe HarborOhio River Partners Sharehol…$2MPremier Community Supports LLC 401(k) Profit Sharing Plan & TrustPremier Community Supports L…$2MCornerstone Apartment Services 401(k) PlanCornerstone Apartment Servic…$2MCohen, Rife & Jutzi, PC Profit Sharing PlanCohen, Rife & Jutzi, PC Prof…$2MBookkeeping Alternatives Inc. Profit Sharing PlanBookkeeping Alternatives Inc…$2M
End-of-year total assets ($M) among Ohio River Partners Shareholder LLC 401(k) Safe Harbor and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$621K
Employer EIN822615446
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio River Partners Shareholder LLC)

Sponsor-wide plan assets over time

All Ohio River Partners Shareholder LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 121.24709416327899% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $1.09M $2.42M ▲ +122.0%
Year Plans Participants Total Assets
2022 1 37 $1M
2023 1 34 $2M
2024 1 35 $2M

Nearby 401(k) Plans in Ohio

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

Ohio River Partners Shareholder LLC 401(k) Safe Harbor vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ohio River Partners Shareholder LLC 401(k) Safe Harbor, Total assets ($B): 0.002420264 · Participants: 35Ohio River Partners Shareholder LLC 401(k) Safe HarborGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Ohio River Partners Shareholder LLC 401(k) Safe Harbor vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ohio River Partners Shareholder LLC 401(k) Safe Harbor side-by-side with 3 peers →

Ohio River Partners Shareholder LLC 401(k) Safe Harbor's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Premier Community Supports LLC 401(k) Profit Sharing Plan & Trust in OR ($2M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); 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

How did Ohio River Partners Shareholder LLC 401(k) Safe Harbor assets move in 2024? ▼
Ohio River Partners Shareholder LLC 401(k) Safe Harbor surged - up 34.5% during 2024, from $2M to $2M. Reported net income was $621K.
How have Ohio River Partners Shareholder LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio River Partners Shareholder LLC's sponsor-wide assets grew 121.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Ohio River Partners Shareholder LLC 401(k) Safe Harbor? ▼
Among 401(k) plans in other states, the closest by assets is Premier Community Supports LLC 401(k) Profit Sharing Plan & Trust in OR ($2M, 1,214 participants).
Which 401(k) plans cover a similar participant headcount to Ohio River Partners Shareholder LLC 401(k) Safe Harbor? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M 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 822615446.

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.