401(k) · DOL Form 5500 · 2024
O3 Insight, Inc 401(k) Plan
Data updated 2026-08-25
- $239K
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $18,372
- Avg per participant Low balance/head
Official DOL plan name: O3 Insight Inc 401(k) Plan · Sponsored by O3 Insight, Inc · Alabama · Information & Media
$239K in assets, 13 participants
O3 Insight, Inc's O3 Insight Inc 401(k) Plan reported $239K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.
- #179 in Information & Media (2,822 peers)
O3 Insight, Inc multi-year trail
O3 Insight, Inc's plans moved +155.1% in assets from 2022 to 2024; this filing shows O3 Insight Inc 401(k) Plan at $239K / 13 participants.
- #179
- in Information & Media (2,822 peers)
- +100.2%
- assets growth YoY
O3 Insight Inc 401(k) Plan among the smaller filed plans by assets
O3 Insight Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$238,831 12th percentile higher than 12% 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
O3 Insight Inc 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O3 Insight Inc 401(k) Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O3 Insight Inc 401(k) Plan reported net income rose from $26K in the plan year 2023 filing to $120K in the plan year 2024 filing.
- O3 Insight Inc 401(k) Plan end-of-year assets rose from $119K in the plan year 2023 filing to $239K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 812744808 · O3 Insight, Inc PY 2024 · 401(k)
O3 Insight Inc 401(k) Plan · $239K · 13 · 12th
- PHOTO $239K
- PHOTO 13
- PHOTO 12th
- PHOTO 401(k)
- PHOTO near Priority Life Care 401(k) Savings Plan
- PHOTO ind #179
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 Information & Media retirement plans → · Plans in Alabama →
O3 Insight Inc 401(k) Plan in the asset neighbourhood
O3 Insight, Inc multi-year asset trail
Sponsor-wide plan assets over time
All O3 Insight, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $239K 155.1177149205264% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $94K |
| 2023 | 1 | 13 | $119K |
| 2024 | 1 | 13 | $239K |
O3 Insight, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $119K |
|---|---|
| Net Assets (End of Year) | $239K |
| Net Income | $120K |
| Employer EIN | 812744808 |
| Plan Effective Date | 2020-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
O3 Insight Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Priority Life Care 401(k) Savings Plan in OH ($239K); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($239K here).
- Priority Life Care 401(k) Savings Plan (OH) $239K · 2,788
- Future Polymath 401(k) (IL) $239K · 5
- Control Freak, Inc. 401(k) Profit Sharing Plan (NC) $239K · 6
- Caris Mpi Inc Pr 401(k) (TX) $239K · 4
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.