401(k) · DOL Form 5500 · 2024
Oberg Industries, LLC 401(k) Plan
Data updated 2026-08-25
- $116M
- Total assets Near avg plan size
- 716
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $162,353
- Avg per participant Above avg balance/head
Official DOL plan name: The Savings & Investment Plan for Employees of Oberg Industries LLC · Sponsored by Oberg Industries, LLC · Pennsylvania · Manufacturing
$116M in assets, 716 participants
Oberg Industries, LLC's The Savings & Investment Plan for Employees of Oberg Industries LLC reported $116M in total assets and 716 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,521 in Manufacturing (17,777 peers)
Where The Savings & Investment Plan for Employees of Oberg Industries LLC sits by assets
The Savings & Investment Plan for Employees of Oberg Industries LLC sits in the top 10% of all filed plans by assets, $116M for 716 participants (~$162,353/participant), up 13.4% in 2024.
- #15,521
- in Manufacturing (17,777 peers)
- +13.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The Savings & Investment Plan for Employees of Oberg Industries LLC's outsized position by total assets
The Savings & Investment Plan for Employees of Oberg Industries LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,244,603 Top 9% higher than 91% 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
The Savings & Investment Plan for Employees of Oberg Industries LLC 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. The Savings & Investment Plan for Employees of Oberg Industries LLC sits mid-pack in the medium band (716 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Savings & Investment Plan for Employees of Oberg Industries LLC reported net income rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- The Savings & Investment Plan for Employees of Oberg Industries LLC end-of-year assets rose from $102M in the plan year 2023 filing to $116M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 832134609 · Oberg Industries, LLC PY 2024 · 401(k)
The Savings & Investment Plan for Employees of Oberg Industries LLC · $116M · 716 · 91st
- EBSA $116M
- PART 716
- TYPE 91st
- NET 401(k)
- BOOK near Guess?, Inc. 401(k) Plan and Trust
- VS-ST ind #15521
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 Pennsylvania →
The Savings & Investment Plan for Employees of Oberg Industries LLC in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | $14M |
| Employer EIN | 832134609 |
| Plan Effective Date | 1974-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oberg Industries, LLC)
Sponsor-wide plan assets over time
All Oberg Industries, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 14.145207991089828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 836 | $103M |
| 2023 | 2 | 844 | $114M |
| 2024 | 2 | 841 | $117M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
The Savings & Investment Plan for Employees of Oberg Industries LLC's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Guess?, Inc. 401(k) Plan and Trust in CA ($116M); by covered participants it is Toa (USA) 401(k) Plan in IN (716 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116M here).
Similar participant headcount
Nearest other-state filings by covered participants (716 participants); asset peers above are excluded.
- Toa (USA) 401(k) Plan (IN) 716 · 0 off
- Allegro Microsystems, LLC Employees' Retirement Savings Plan (NH) 716 · 0 off
- Blarney Castle Oil Co. 401(k) Plan (MI) 716 · 0 off
- Main Street Rural Health LLC 401(k) Plan (TN) 716 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.