401(k) · DOL Form 5500 · 2024

Long Lewis Ford of the Shoals, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
775
Participants Near avg headcount
60th
Percentile by assets National rank
$15,778
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: O & a Inc. and Affiliates 401(k) Plan · Sponsored by Long Lewis Ford of the Shoals, Inc. · Alabama · Retail Trade

$12M in assets, 775 participants

Long Lewis Ford of the Shoals, Inc.'s O & a Inc. and Affiliates 401(k) Plan reported $12M in total assets and 775 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,725 in Retail Trade (8,048 peers)

Coverage in Alabama

O & a Inc. and Affiliates 401(k) Plan covers 775 participants in Alabama, 2.2x the typical Alabama plan (state average ~360 per filing). Assets: $12M.

#5,725
in Retail Trade (8,048 peers)
+11.0%
assets growth YoY

O & a Inc. and Affiliates 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

O & a Inc. and Affiliates 401(k) Plan vs every filed plan by assets

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

$12,228,125 Top 40% higher than 60% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

O & a Inc. and Affiliates 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O & a Inc. and Affiliates 401(k) Plan sits mid-pack in the medium band (775 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • O & a Inc. and Affiliates 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • O & a Inc. and Affiliates 401(k) Plan reported participants rose from 656 in the plan year 2023 filing to 775 in the plan year 2024 filing.
  • O & a Inc. and Affiliates 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 631171028 · Long Lewis Ford of the Shoals, Inc. PY 2024 · 401(k)

O & a Inc. and Affiliates 401(k) Plan · $12M · 775 · 60th

  • PART $12M
  • TYPE 775
  • NET 60th
  • BOOK 401(k)
  • VS-ST near Cannella Response Television 401(k) Plan
  • BOY ind #5725

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 Retail Trade retirement plans → · Plans in Alabama →

O & a Inc. and Affiliates 401(k) Plan in the asset neighbourhood

O & a Inc. and Affiliates 401(k) PlanO & a Inc. and Affiliates 40…$12MCannella Response Television 401(k) PlanCannella Response Television…$12MInnovative Data Processing Solutions, LLC. 401(k) Plan and TrustInnovative Data Processing S…$12MHbw 401(k) Plan$12MHirshleifers, Inc. 401(k) Profit Sharing Plan and TrustHirshleifers, Inc. 401(k) Pr…$12M
End-of-year total assets ($M) among O & a Inc. and Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN631171028
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Long Lewis Ford of the Shoals, Inc.)

Sponsor-wide plan assets over time

All Long Lewis Ford of the Shoals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.04693959814184% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.61M $12.2M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 503 $9M
2023 1 656 $11M
2024 1 775 $12M

Nearby 401(k) Plans in Alabama

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

O & a Inc. and Affiliates 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants O & a Inc. and Affiliates 401(k) Plan, Total assets ($B): 0.012228125 · Participants: 775O & a Inc. and Affiliates 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
O & a Inc. and Affiliates 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare O & a Inc. and Affiliates 401(k) Plan side-by-side with 3 peers →

O & a Inc. and Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Cannella Response Television 401(k) Plan in WI ($12M); by covered participants it is Dental Associates 401(k) Plan in WI (775 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (775 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.

Frequently Asked Questions

How did O & a Inc. and Affiliates 401(k) Plan assets move in 2024? ▼
O & a Inc. and Affiliates 401(k) Plan grew at a solid clip - up 11.0% during 2024, from $11M to $12M. Reported net income was $1M.
How have Long Lewis Ford of the Shoals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Long Lewis Ford of the Shoals, Inc.'s sponsor-wide assets grew 42.0%, from $9M to $12M.
Which 401(k) plans are similar in size to O & a Inc. and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cannella Response Television 401(k) Plan in WI ($12M, 93 participants).
Which 401(k) plans cover a similar participant headcount to O & a Inc. and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dental Associates 401(k) Plan in WI (775 participants, $86M 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 631171028.

Read our methodology - how this data is sourced, computed, and verified.

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