401(k) · DOL Form 5500 · 2024
Okuma America Corporation 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 219
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $210,015
- Avg per participant Above avg balance/head
Official DOL plan name: Okuma America Corp. Savings and Investment Plan · Sponsored by Okuma America Corporation · North Carolina · Wholesale Trade
$46M in assets, 219 participants
Okuma America Corporation's Okuma America Corp. Savings and Investment Plan reported $46M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #5,098 in Wholesale Trade (6,080 peers)
Coverage in North Carolina
Okuma America Corp. Savings and Investment Plan covers 219 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $46M.
- #5,098
- in Wholesale Trade (6,080 peers)
- +7.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Okuma America Corp. Savings and Investment Plan's outsized position by total assets
Okuma America Corp. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,993,347 Top 17% higher than 83% 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
Okuma America Corp. Savings and Investment 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. Okuma America Corp. Savings and Investment Plan sits mid-pack in the medium band (219 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Okuma America Corp. Savings and Investment Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Okuma America Corp. Savings and Investment Plan end-of-year assets rose from $43M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Okuma America Corp. Savings and Investment Plan reported participants rose from 216 in the plan year 2023 filing to 219 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 112670887 · Okuma America Corporation PY 2024 · 401(k)
Okuma America Corp. Savings and Investment Plan · $46M · 219 · 83rd
- VS-ST $46M
- BOY 219
- SCH 83rd
- EBSA 401(k)
- PART near Mcnichols Company Profit Sharing and 401(k) Plan
- TYPE ind #5098
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 Carolina →
Okuma America Corp. Savings and Investment Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $3M |
| Employer EIN | 112670887 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Okuma America Corporation)
Sponsor-wide plan assets over time
All Okuma America Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 22.95671652116552% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 363 | $58M |
| 2023 | 2 | 380 | $67M |
| 2024 | 2 | 394 | $71M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Okuma America Corp. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Mcnichols Company Profit Sharing and 401(k) Plan in FL ($46M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Mcnichols Company Profit Sharing and 401(k) Plan (FL) $46M · 302
- Bob Moore & Affiliates Retirement Savings Plan (OK) $46M · 687
- Towne Retirement 401(k) Plan (OH) $46M · 698
- Robinson Manufacturing Company Savings Plan (TN) $46M · 301
Similar participant headcount
Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.
- The Joy Companies, Inc. Retirement Plan (MD) 219 · 0 off
- Fibrogen, Inc. 401(k) Plan (CA) 219 · 0 off
- Bank of the Pacific 401(k) Plan (WA) 219 · 0 off
- Le Jardin Community Center 401(k) and Profit Sharing Plan (FL) 219 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.