401(k) · DOL Form 5500 · 2024
Oatey Co. 401(k) Plan
Data updated 2026-08-25
- $128M
- Total assets Near avg plan size
- 1,280
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $100,387
- Avg per participant Below avg balance/head
Official DOL plan name: Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan · Sponsored by Oatey Co. · Ohio · Manufacturing
$128M in assets, 1,280 participants
Oatey Co.'s Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan reported $128M in total assets and 1,280 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,669 in Manufacturing (17,777 peers)
Where Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan sits by assets
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan sits in the top 10% of all filed plans by assets, $128M for 1,280 participants (~$100,387/participant), up 12.8% in 2024.
- #15,669
- in Manufacturing (17,777 peers)
- +12.8%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan's outsized position by total assets
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$128,494,816 Top 8% higher than 92% 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
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan lands in the large band (1,280 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan reported net income fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan end-of-year assets rose from $114M in the plan year 2023 filing to $128M in the plan year 2024 filing.
- Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan reported participants rose from 1,206 in the plan year 2023 filing to 1,280 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 340434900 · Oatey Co. PY 2024 · 401(k)
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan · $128M · 1,280 · 92nd
- PHOTO $128M
- PHOTO 1,280
- PHOTO 92nd
- PHOTO 401(k)
- PHOTO near Forward Air Corporation 401(k) Plan
- PHOTO ind #15669
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 Manufacturing retirement plans → · Plans in Ohio →
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $114M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $15M |
| Employer EIN | 340434900 |
| Plan Effective Date | 1957-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oatey Co.)
Sponsor-wide plan assets over time
All Oatey Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $128M 35.90763568679961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,130 | $95M |
| 2023 | 1 | 1,206 | $114M |
| 2024 | 1 | 1,280 | $128M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Oatey Co. Profit Sharing Retirement Trust and Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Forward Air Corporation 401(k) Plan in TN ($129M); by covered participants it is Independence Rehab, LLC 401(k) Profit Sharing Plan in UT (1,280 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($128M here).
- Forward Air Corporation 401(k) Plan (TN) $129M · 4,424
- Carrington 401(k) Plan (CA) $129M · 2,653
- B & H Foto 401(k) Retirement Plan (NY) $128M · 2,241
- Zt Group Int'l, Inc 401(k) Profit Sharing Plan (NJ) $128M · 1,671
Similar participant headcount
Nearest other-state filings by covered participants (1,280 participants); asset peers above are excluded.
- Independence Rehab, LLC 401(k) Profit Sharing Plan (UT) 1,280 · 0 off
- Tessy 401(k) Retirement Plan (NY) 1,280 · 0 off
- Edge Home Finance Corporation 401(k) Plan (MN) 1,280 · 0 off
- Melgar Facility Maintenance, LLC D/B/a Mfm Industries Retirement Plan (TX) 1,281 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.