401(k) · DOL Form 5500 · 2024

Oz's Automotive, Inc. 401(k) Plan

Data updated 2026-08-25

$68K
Total assets Small plan by assets
4
Participants Small participant base
4th
Percentile by assets National rank
$16,931
Avg per participant Low balance/head
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Official DOL plan name: Oz's Automotive, Inc. 401(k) Profit Sharing Plan · Sponsored by Oz's Automotive, Inc. · Alabama · Other Services

$68K in assets, 4 participants

Oz's Automotive, Inc.'s Oz's Automotive, Inc. 401(k) Profit Sharing Plan reported $68K in total assets and 4 participants 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.

  • #701 in Other Services (7,719 peers)

Oz's Automotive, Inc. multi-year trail

Oz's Automotive, Inc.'s plans moved -27.7% in assets from 2022 to 2024; this filing shows Oz's Automotive, Inc. 401(k) Profit Sharing Plan at $68K / 4 participants.

#701
in Other Services (7,719 peers)
-28.7%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oz's Automotive, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Oz's Automotive, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$67,722 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

Oz's Automotive, Inc. 401(k) Profit Sharing 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. Oz's Automotive, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oz's Automotive, Inc. 401(k) Profit Sharing Plan reported net income fell from $1K in the plan year 2023 filing to -$27K in the plan year 2024 filing.
  • Oz's Automotive, Inc. 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Oz's Automotive, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $95K in the plan year 2023 filing to $68K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 460759712 · Oz's Automotive, Inc. PY 2024 · 401(k)

Oz's Automotive, Inc. 401(k) Profit Sharing Plan · $68K · 4 · 4th

  • PHOTO $68K
  • IND 4
  • EOY 4th
  • 5500 401(k)
  • ASSETS near Franklin James Capital Corp. 401(k) Profit Sharing Plan
  • PCT ind #701

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 Other Services retirement plans → · Plans in Alabama →

Oz's Automotive, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Oz's Automotive, Inc. 401(k) Profit Sharing PlanOz's Automotive, Inc. 401(k)…$68KFranklin James Capital Corp. 401(k) Profit Sharing PlanFranklin James Capital Corp.…$68KAtypical Enterprises, Inc. 401(k) PlanAtypical Enterprises, Inc. 4…$68KRaymond Shaw Enterprises, Inc. Dba Lawn Doctor of West Lake County 401(k) PlanRaymond Shaw Enterprises, In…$68KMid-Columbia Medical Center Deferred Compensation PlanMid-Columbia Medical Center …$68K
End-of-year total assets ($M) among Oz's Automotive, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oz's Automotive, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oz's Automotive, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68K 27.708451200375748% vs 2022
2024 filing year
$0.06M$0.07M$0.08M$0.09M$0.1M 202220232024 $0.09M $0.07M ▼ -22.2%
Year Plans Participants Total Assets
2022 1 3 $94K
2023 1 3 $95K
2024 1 4 $68K

Oz's Automotive, Inc. filing trail (2024)

Total Assets (Beginning of Year)$95K
Net Assets (End of Year)$68K
Net Income-$27K
Employer EIN460759712
Plan Effective Date2012-08-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Oz's Automotive, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Oz's Automotive, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000067722 · Participants: 4Oz's Automotive, Inc. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Oz's Automotive, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Oz's Automotive, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oz's Automotive, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Franklin James Capital Corp. 401(k) Profit Sharing Plan in MO ($68K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Oz's Automotive, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Oz's Automotive, Inc. 401(k) Profit Sharing Plan declined sharply - down 28.7% during 2024, from $95K to $68K. Reported net income was -$27K.
How have Oz's Automotive, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oz's Automotive, Inc.'s sponsor-wide assets declined 27.7%, from $94K to $68K.
Where does Oz's Automotive, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oz's Automotive, Inc. 401(k) Profit Sharing 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 Oz's Automotive, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Franklin James Capital Corp. 401(k) Profit Sharing Plan in MO ($68K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Oz's Automotive, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 460759712.

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.