401(k) · DOL Form 5500 · 2024

Organized Living, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
110
Participants Small participant base
60th
Percentile by assets National rank
$109,307
Avg per participant Below avg balance/head
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Official DOL plan name: Organized Living, Inc. Retirement Plan · Sponsored by Organized Living, Inc. · Ohio · Manufacturing

$12M in assets, 110 participants

Organized Living, Inc.'s Organized Living, Inc. Retirement Plan reported $12M in total assets and 110 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.

  • #8,262 in Manufacturing (17,777 peers)

Coverage in Ohio

Organized Living, Inc. Retirement Plan covers 110 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#8,262
in Manufacturing (17,777 peers)
+15.4%
assets growth YoY

Organized Living, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Organized Living, Inc. Retirement Plan vs every filed plan by assets

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

$12,023,781 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

Organized Living, Inc. Retirement 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. Organized Living, Inc. Retirement Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Organized Living, Inc. Retirement Plan reported participants fell from 158 in the plan year 2023 filing to 110 in the plan year 2024 filing.
  • Organized Living, Inc. Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Organized Living, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 310525723 · Organized Living, Inc. PY 2024 · 401(k)

Organized Living, Inc. Retirement Plan · $12M · 110 · 60th

  • EIN $12M
  • EIN 110
  • EIN 60th
  • EIN 401(k)
  • EIN near Bible Study Fellowship 401(k) Plan
  • EIN ind #8262

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 →

Organized Living, Inc. Retirement Plan in the asset neighbourhood

Organized Living, Inc. Retirement PlanOrganized Living, Inc. Retir…$12MBible Study Fellowship 401(k) PlanBible Study Fellowship 401(k…$12MSuperior Steel, Inc. 401(k) and Profit Sharing PlanSuperior Steel, Inc. 401(k) …$12MFruit of the Earth Retirement Savings PlanFruit of the Earth Retiremen…$12MIntegral Federal, Inc. 401(k) Retirement PlanIntegral Federal, Inc. 401(k…$12M
End-of-year total assets ($M) among Organized Living, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN310525723
Plan Effective Date1959-01-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Organized Living, Inc.)

Sponsor-wide plan assets over time

All Organized Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 40.426310932219245% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.56M $12M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 99 $9M
2023 1 158 $10M
2024 1 110 $12M

Nearby 401(k) Plans in Ohio

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

Organized Living, Inc. Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Organized Living, Inc. Retirement Plan, Total assets ($B): 0.012023781 · Participants: 110Organized Living, Inc. Retirement 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
Organized Living, Inc. Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Organized Living, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Bible Study Fellowship 401(k) Plan in TX ($12M); 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.

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 Organized Living, Inc. Retirement Plan assets move in 2024?
Organized Living, Inc. Retirement Plan grew sharply - up 15.4% during 2024, from $10M to $12M. Reported net income was $2M.
How have Organized Living, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Organized Living, Inc.'s sponsor-wide assets grew 40.4%, from $9M to $12M.
Which 401(k) plans are similar in size to Organized Living, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Bible Study Fellowship 401(k) Plan in TX ($12M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Organized Living, Inc. Retirement 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).