401(k)
2024 plan-year 401(k) DOL Form 5500

OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OZINGA BROS., INC.

This 401(k) plan holds $143M in total assets and serves 604 participants as of 2024. It is sponsored by OZINGA BROS., INC. in Illinois. The plan reported positive net income of $21M for the year.

Total Assets (2023)
$143M
Participants
604
State
Industry
Manufacturing

What the Filing Says About OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST

OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST is a 401(k) retirement plan sponsored by OZINGA BROS., INC., headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $143M in total end-of-year assets and covers 604 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 362332999, and the plan has been effective since 1966-03-26. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $122M at the beginning of 2024 to $143M at year-end — a gain of 17.2%. Net assets (after liabilities) closed the year at $143M, with reported net income of $21M 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.

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.

Financial Summary (2023)

Total Assets (Beginning of Year)$122M
Total Assets (End of Year)$143M
Net Assets (End of Year)$143M
Net Income$21M
Plan Type401(k)
Employer EIN362332999
Plan Effective Date1966-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (OZINGA BROS., INC.)

Year Plans Participants Total Assets
2022 1 529 $98M
2023 1 583 $122M
2024 1 604 $143M

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Frequently Asked Questions

How much money is in the OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST?
As of the 2024 Form 5500 filing, OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST holds $143M in total assets with 604 participants. It is sponsored by OZINGA BROS., INC..
What type of plan is OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST?
OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST is a 401(k) plan. It has been effective since 1966-03-26. The plan is filed with the U.S. Department of Labor under EIN 362332999.
Who sponsors the OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST?
OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST is sponsored by OZINGA BROS., INC., located in Illinois. The sponsor's EIN is 362332999 and the plan operates in the Manufacturing industry.
How did OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST perform in 2024?
OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST grew by 17.2% during 2024, moving from $122M to $143M in total assets. Net income was $21M.
Where can I find official filings for OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST?
Official Form 5500 filings for OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362332999 or plan name at efast.dol.gov.
How does OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST compare to other plans?
You can compare OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 362332999.

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 official public datasets. See our methodology for details.