401(k) · DOL Form 5500 · 2024
Oberc & Associates LLC 401(k) Plan
Data updated 2026-08-25
- $177K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $22,077
- Avg per participant Low balance/head
Official DOL plan name: Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Oberc & Associates LLC · New Jersey · Professional & Technical Services
$177K in assets, 8 participants
Oberc & Associates LLC's Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust reported $177K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #1,558 in Professional & Technical Services (20,173 peers)
Oberc & Associates LLC multi-year trail
Oberc & Associates LLC's plans moved +105.3% in assets from 2023 to 2024; this filing shows Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust at $177K / 8 participants.
- #1,558
- in Professional & Technical Services (20,173 peers)
- +105.3%
- assets growth YoY
Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$176,615 10th percentile higher than 10% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $86K in the plan year 2023 filing to $177K in the plan year 2024 filing.
- Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2023 filing to 8 in the plan year 2024 filing.
- Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $86K in the plan year 2023 filing to $91K in the plan year 2024 filing.
DOL schedule card
Filing strip 203405788 · Oberc & Associates LLC PY 2024 · 401(k)
Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust · $177K · 8 · 10th
- IND $177K
- IND 8
- IND 10th
- IND 401(k)
- IND near Westerly View Inc 401(k) Plan
- IND ind #1558
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Oberc & Associates LLC multi-year asset trail
Sponsor-wide plan assets over time
All Oberc & Associates LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $177K 105.31853057428503% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 5 | $86K |
| 2024 | 1 | 8 | $177K |
Oberc & Associates LLC filing trail (2024)
| Total Assets (Beginning of Year) | $86K |
|---|---|
| Net Assets (End of Year) | $177K |
| Net Income | $91K |
| Employer EIN | 203405788 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Oberc & Associates LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Westerly View Inc 401(k) Plan in WA ($177K); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($177K here).
- Westerly View Inc 401(k) Plan (WA) $177K · 5
- Faronano Enterprises, Inc. 401(k) Profit Sharing Plan (TX) $177K · 1
- Adep Torres Enterprises Retirement Plan (CA) $177K · 12
- Tennkan Corp. 401(k) Plan (MI) $177K · 1
Similar participant headcount
Nearest other-state filings by covered participants (8 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.