401(k) · DOL Form 5500 · 2024

Offutt Companies 401(k) Savings Plan

Data updated 2026-05-15

$592M
Total assets
5,199
Participants
98th
Percentile by assets
$113,867
Avg per participant

Sponsored by R.D. Offutt Company · North Dakota · Wholesale Trade

What the 2024 filing shows

Offutt Companies 401(k) Savings Plan holds $592M for 5,199 participants - about $113,867 per participant, in the top 5% of all filed plans by assets, up 18.1% over the 2024 plan year.

$592M
total plan assets (2024 EOY)
5,199
covered participants
98th
percentile by assets (of 116,472 plans)
$113,867
avg assets per participant
State
Industry
Wholesale Trade

401(k) · DOL Form 5500 · 2024

What the Filing Says About Offutt Companies 401(k) Savings Plan

Offutt Companies 401(k) Savings Plan is a 401(k) retirement plan sponsored by R.D. Offutt Company, headquartered in North Dakota. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $592M in total end-of-year assets and covers 5,199 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 814124511, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $501M at the beginning of 2024 to $592M at year-end - up 18.1%. Net assets (after liabilities) closed the year at $592M, with reported net income of $91M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years R.D. Offutt Company has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $403M to $592M, a gain of 47.0%, while reported participants moved from 5,088 to 5,199 (+2.2%). The strongest year on file by total sponsor assets was 2024 at $592M; the softest was 2022 at $403M. Year-by-year, sponsor-wide filings show: 2022 - $403M in assets across 1 plan covering 5,088 participants; 2023 - $501M in assets across 1 plan covering 4,790 participants; 2024 - $592M in assets across 1 plan covering 5,199 participants.

By assets, Offutt Companies 401(k) Savings Plan outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.9x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Offutt Companies 401(k) Savings Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2024)

Total Assets (Beginning of Year)$501M
Total Assets (End of Year)$592M
Net Assets (End of Year)$592M
Net Income$91M
Plan Type401(k)
Employer EIN814124511
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.D. Offutt Company)

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.

Frequently Asked Questions

How much money is in the Offutt Companies 401(k) Savings Plan?
As of the 2024 Form 5500 filing, Offutt Companies 401(k) Savings Plan holds $592M in total assets with 5,199 participants. It is sponsored by R.D. Offutt Company.
What type of plan is Offutt Companies 401(k) Savings Plan?
Offutt Companies 401(k) Savings Plan is a 401(k) plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 814124511.
Who sponsors the Offutt Companies 401(k) Savings Plan?
Offutt Companies 401(k) Savings Plan is sponsored by R.D. Offutt Company, located in North Dakota. The sponsor's EIN is 814124511 and the plan operates in the Wholesale Trade industry.
How did Offutt Companies 401(k) Savings Plan perform in 2024?
Offutt Companies 401(k) Savings Plan grew sharply - up 18.1% during 2024, moving from $501M to $592M in total assets. Net income was $91M.

What this filing means

Ways to act on Offutt Companies 401(k) Savings Plan's numbers.

  • By total assets, Offutt Companies 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in North Dakota. Compare plans
  • R.D. Offutt Company's sponsor-wide assets have grown 47.0% since 2022 across 3 plan years on file. More Wholesale Trade plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 814124511.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.