401(k) · DOL Form 5500 · 2024

Oberer Residential Construction, Ltd 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
110
Participants Small participant base
62nd
Percentile by assets National rank
$121,341
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oberer Companies 401(k) Plan · Sponsored by Oberer Residential Construction, Ltd · Ohio · Real Estate

$13M in assets, 110 participants

Oberer Residential Construction, Ltd's Oberer Companies 401(k) Plan reported $13M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,606 in Real Estate (4,605 peers)

Coverage in Ohio

Oberer Companies 401(k) Plan covers 110 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $13M.

#3,606
in Real Estate (4,605 peers)
+15.5%
assets growth YoY

Oberer Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Oberer Companies 401(k) Plan vs every filed plan by assets

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

$13,347,543 Top 38% higher than 62% 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

Oberer Companies 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. Oberer Companies 401(k) Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oberer Companies 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Oberer Companies 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Oberer Companies 401(k) Plan reported participants rose from 103 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 311621488 · Oberer Residential Construction, Ltd PY 2024 · 401(k)

Oberer Companies 401(k) Plan · $13M · 110 · 62nd

  • BOY $13M
  • BOY 110
  • BOY 62nd
  • BOY 401(k)
  • BOY near Lightmatter Inc 401(k) Plan
  • BOY ind #3606

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 Real Estate retirement plans → · Plans in Ohio →

Oberer Companies 401(k) Plan in the asset neighbourhood

Oberer Companies 401(k) Plan$13MLightmatter Inc 401(k) Plan$13MNite Ize, Inc. 401(k) Retirement Savings PlanNite Ize, Inc. 401(k) Retire…$13MVibes Media 401(k) Plan & TrustVibes Media 401(k) Plan & Tr…$13MOda Primary Health Care Network 403(b) PlanOda Primary Health Care Netw…$13M
End-of-year total assets ($M) among Oberer Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN311621488
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oberer Residential Construction, Ltd)

Sponsor-wide plan assets over time

All Oberer Residential Construction, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$13M 39.91481340628552% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.54M $13.4M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 113 $10M
2023 1 103 $12M
2024 1 110 $13M

Nearby 401(k) Plans in Ohio

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

Oberer Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Oberer Companies 401(k) Plan, Total assets ($B): 0.013347543 · Participants: 110Oberer Companies 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Oberer Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Oberer Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Lightmatter Inc 401(k) Plan in CA ($13M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Oberer Companies 401(k) Plan assets move in 2024?
Oberer Companies 401(k) Plan grew sharply - up 15.5% during 2024, from $12M to $13M. Reported net income was $2M.
How have Oberer Residential Construction, Ltd plan assets changed over time?
Across 3 plan years on file (2022-2024), Oberer Residential Construction, Ltd's sponsor-wide assets grew 39.9%, from $10M to $13M.
Which 401(k) plans are similar in size to Oberer Companies 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lightmatter Inc 401(k) Plan in CA ($13M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Oberer Companies 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants, N/A in assets).