401(k) · DOL Form 5500 · 2024

Office Three Sixty, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
150
Participants Small participant base
49th
Percentile by assets National rank
$48,007
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Office360 401(k) Plan · Sponsored by Office Three Sixty, Inc. · Indiana · Transportation & Warehousing

$7M in assets, 150 participants

Office Three Sixty, Inc.'s Office360 401(k) Plan reported $7M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,644 in Transportation & Warehousing (3,299 peers)

Coverage in Indiana

Office360 401(k) Plan covers 150 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#1,644
in Transportation & Warehousing (3,299 peers)
-3.8%
assets change YoY

The plan reported a net loss of $285K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Office360 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Office360 401(k) Plan vs every filed plan by assets

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

$7,201,120 49th percentile higher than 49% 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

Office360 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Office360 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Office360 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$285K in the plan year 2024 filing.
  • Office360 401(k) Plan reported participants rose from 143 in the plan year 2023 filing to 150 in the plan year 2024 filing.
  • Office360 401(k) Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 352142678 · Office Three Sixty, Inc. PY 2024 · 401(k)

Office360 401(k) Plan · $7M · 150 · 49th

  • BOY $7M
  • SCH 150
  • EBSA 49th
  • PART 401(k)
  • TYPE near Eric J. Fernandez & Co Profit Sharing Plan & Trust
  • NET ind #1644

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 Transportation & Warehousing retirement plans → · Plans in Indiana →

Office360 401(k) Plan in the asset neighbourhood

Office360 401(k) Plan$7MEric J. Fernandez & Co Profit Sharing Plan & TrustEric J. Fernandez & Co Profi…$7MFirst Settlement Physical Therapy 401(k) PlanFirst Settlement Physical Th…$7MPfs Group 401(k) Plan$7MAmerican Tubing Arkansas, LLC Employees 401(k) Retirement PlanAmerican Tubing Arkansas, LL…$7M
End-of-year total assets ($M) among Office360 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$285K
Employer EIN352142678
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Office Three Sixty, Inc.)

Sponsor-wide plan assets over time

All Office Three Sixty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 23.439292912566806% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $5.83M $7.2M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 132 $6M
2023 1 143 $7M
2024 1 150 $7M

Nearby 401(k) Plans in Indiana

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

Office360 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Office360 401(k) Plan, Total assets ($B): 0.00720112 · Participants: 150Office360 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Office360 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Office360 401(k) Plan side-by-side with 3 peers →

Office360 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Eric J. Fernandez & Co Profit Sharing Plan & Trust in IL ($7M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Office360 401(k) Plan assets move in 2024? ▼
Office360 401(k) Plan edged down modestly - down 3.8% during 2024, from $7M to $7M. Reported net income was -$285K.
How have Office Three Sixty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Office Three Sixty, Inc.'s sponsor-wide assets grew 23.4%, from $6M to $7M.
Which 401(k) plans are similar in size to Office360 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eric J. Fernandez & Co Profit Sharing Plan & Trust in IL ($7M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Office360 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 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 352142678.

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.