401(k) · DOL Form 5500 · 2024
R.D. Offutt Company 401(k) Plan
Data updated 2026-08-25
- $592M
- Total assets Above avg plan size
- 5,199
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $113,867
- Avg per participant Below avg balance/head
Official DOL plan name: Offutt Companies 401(k) Savings Plan · Sponsored by R.D. Offutt Company · North Dakota · Wholesale Trade
$592M in assets, 5,199 participants
R.D. Offutt Company's Offutt Companies 401(k) Savings Plan reported $592M in total assets and 5,199 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #5,986 in Wholesale Trade (6,080 peers)
Coverage in North Dakota
Offutt Companies 401(k) Savings Plan covers 5,199 participants in North Dakota, 10x the typical North Dakota plan (state average ~504 per filing). Assets: $592M.
- #5,986
- in Wholesale Trade (6,080 peers)
- +18.1%
- assets growth YoY
- 5.9×
- vs typical plan assets (national mean)
Offutt Companies 401(k) Savings Plan's outsized position by total assets
Offutt Companies 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$591,992,052 Top 2% higher than 98% 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
Offutt Companies 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Offutt Companies 401(k) Savings Plan lands in the large band (5,199 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Offutt Companies 401(k) Savings Plan end-of-year assets rose from $501M in the plan year 2023 filing to $592M in the plan year 2024 filing.
- Offutt Companies 401(k) Savings Plan reported participants rose from 4,790 in the plan year 2023 filing to 5,199 in the plan year 2024 filing.
- Offutt Companies 401(k) Savings Plan reported net income fell from $98M in the plan year 2023 filing to $91M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 814124511 · R.D. Offutt Company PY 2024 · 401(k)
Offutt Companies 401(k) Savings Plan · $592M · 5,199 · 98th
- PCT $592M
- EIN 5,199
- RANK 98th
- PHOTO 401(k)
- IND near Envista Holdings Corporation Savings Plan
- EOY ind #5986
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 Wholesale Trade retirement plans → · Plans in North Dakota →
Offutt Companies 401(k) Savings Plan in the asset neighbourhood
North Dakota filing particulars
| Total Assets (Beginning of Year) | $501M |
|---|---|
| Net Assets (End of Year) | $592M |
| Net Income | $91M |
| Employer EIN | 814124511 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R.D. Offutt Company)
Sponsor-wide plan assets over time
All R.D. Offutt Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $592M 46.977232603213466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,088 | $403M |
| 2023 | 1 | 4,790 | $501M |
| 2024 | 1 | 5,199 | $592M |
Nearby 401(k) Plans in North Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Sanford Retirement Savings Plan $3.6B · 31,958
- Knife River Corporation 401(k) Retirement Plan $856M · 5,327
- Mdu Resources Group, Inc. 401(k) Retirement Plan $776M · 3,465
- Eide Bailly LLP 401(k) Profit Sharing Plan $615M · 2,920
- Dakotas Areawide IBEW-NECA Savings and Retirement Plan $583M · 4,160
Scale composition for Offutt Companies 401(k) Savings Plan
Offutt Companies 401(k) Savings Plan reports $592M in end-of-year assets across 5,199 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $113,867 per participant (82% of the national average assets-per-participant) . Net income for plan year 2024 was $91M.
This plan identity (EIN 814124511, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $403M to $592M (+47.0%) while covered participants moved from 5,088 to 5,199 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,088 | $403M | Open filing |
| 2023 | 4,790 | $501M | Open filing |
| 2024 · index core | 5,199 | $592M | This page |
Offutt Companies 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Dakota, the nearest 401(k) by assets is Envista Holdings Corporation Savings Plan in CA ($592M); by covered participants it is Prohealth Retirement Savings Plan in WI (5,197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($592M here).
- Envista Holdings Corporation Savings Plan (CA) $592M · 3,022
- Emerging Markets Employees' Savings Plan (MI) $592M · 3,042
- Power Profit Sharing 401(k) Plan (ID) $592M · 3,637
- Ou Health 401(k) Plan (OK) $592M · 8,530
Similar participant headcount
Nearest other-state filings by covered participants (5,199 participants); asset peers above are excluded.
- Prohealth Retirement Savings Plan (WI) 5,197 · 2 off
- Pacificorp K Plus Employee Savings Plan (OR) 5,201 · 2 off
- Trane 401(k) and Thrift Plan (NC) 5,197 · 2 off
- Privia Retirement Plan (VA) 5,196 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.