401(k) · DOL Form 5500 · 2024

Oldach Associates, LLC 401(k) Plan

Data updated 2026-08-25

$851K
Total assets Small plan by assets: 64
Participants Small participant base: 22nd
Percentile by assets National rank: $13,298
Avg per participant Low balance/head

Official DOL plan name: Oldach Associates Retirement Plan · Sponsored by Oldach Associates, LLC · Puerto Rico · Professional & Technical Services

$851K in assets, 64 participants

Oldach Associates, LLC's Oldach Associates Retirement Plan reported $851K in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#3,404 in Professional & Technical Services (20,173 peers)

2024 asset change

Oldach Associates Retirement Plan grew sharply 21.1% in 2024 ($703K → $851K) for 64 participants.

#3,404
in Professional & Technical Services (20,173 peers): +21.1%
assets growth YoY

Oldach Associates Retirement Plan among the smaller filed plans by assets

Oldach Associates Retirement Plan vs every filed plan by assets

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

$851,053 22nd percentile higher than 22% 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

Oldach Associates Retirement 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. Oldach Associates Retirement Plan is a small filing (64 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 660379387 · Oldach Associates, LLC PY 2024 · 401(k)

Oldach Associates Retirement Plan · $851K · 64 · 22nd

PART $851K
PART 64
PART 22nd
PART 401(k)
PART near Fr Parallel Sub LLC 401(k) Profit Sharing Plan & Trust
PART ind #3404

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 Puerto Rico →

End-of-year total assets ($M) among Oldach Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$703K
Net Assets (End of Year)	$851K
Net Income	$148K
Employer EIN	660379387
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Oldach Associates Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Pfizer Savings Plan for Employees Resident in Puerto Rico $395M · 88
Msd Puerto Rico Savings and Security Plan $232M · 542
Inter American University of Pr Defined Contribution Retirement Plan $199M · 1,552
Popular, Inc. USA 401(k) Savings & Investment Plan $170M · 942
Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $164M · 2,826

Compare Oldach Associates Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest 401(k) by assets is Fr Parallel Sub LLC 401(k) Profit Sharing Plan & Trust in NY ($851K); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($851K here).

Fr Parallel Sub LLC 401(k) Profit Sharing Plan & Trust (NY) $851K · 305
Powerplay Holdings, Inc. 401(k) Plan (NH) $851K · 18
Nature Coast Auto Parts, Inc. 401(k) Plan (FL) $851K · N/A
Connecticut Marine Services, Inc. 401(k) Plan (CT) $851K · 2

Similar participant headcount

Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.

Kwik Goal Ltd. 401(k) Plan (PA) 64 · 0 off
Sandusky International Inc. Profit Sharing and 401(k) Retirement Plan (OH) 64 · 0 off
Lex Brodie's Tire Co. 401(k) Plan (HI) 64 · 0 off
Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust (OR) 64 · 0 off

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 Oldach Associates Retirement Plan assets move in 2024? ▼

Oldach Associates Retirement Plan grew sharply - up 21.1% during 2024, from $703K to $851K. Reported net income was $148K.

Where does Oldach Associates Retirement Plan rank by assets among Form 5500 filers? ▼

Oldach Associates Retirement Plan ranks in the 22nd 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 Oldach Associates Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Fr Parallel Sub LLC 401(k) Profit Sharing Plan & Trust in NY ($851K, 305 participants).

Which 401(k) plans cover a similar participant headcount to Oldach Associates Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M 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 660379387.