401(k) · DOL Form 5500 · 2024

Ofta, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
244
Participants Below avg headcount
56th
Percentile by assets National rank
$41,905
Avg per participant Low balance/head
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Official DOL plan name: Ofta, LLC 401(k) Plan · Sponsored by Ofta, LLC · Michigan · Real Estate

$10M in assets, 244 participants

Ofta, LLC's Ofta, LLC 401(k) Plan reported $10M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,398 in Real Estate (4,605 peers)

Coverage in Michigan

Ofta, LLC 401(k) Plan covers 244 participants in Michigan, about 38% of the average Michigan filer (state average ~638 per filing). Assets: $10M.

#3,398
in Real Estate (4,605 peers)
+22.4%
assets growth YoY

Ofta, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Ofta, LLC 401(k) Plan vs every filed plan by assets

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

$10,224,867 Top 44% higher than 56% 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

Ofta, LLC 401(k) 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. Ofta, LLC 401(k) Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ofta, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Ofta, LLC 401(k) Plan reported participants fell from 273 in the plan year 2023 filing to 244 in the plan year 2024 filing.
  • Ofta, LLC 401(k) 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 →

EBSA filing schedule strip

Filing strip 262788342 · Ofta, LLC PY 2024 · 401(k)

Ofta, LLC 401(k) Plan · $10M · 244 · 56th

  • BOY $10M
  • SCH 244
  • EBSA 56th
  • PART 401(k)
  • TYPE near Tourism Holdings USA, Inc. 401(k) Profit Sharing Plan
  • NET ind #3398

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 Real Estate retirement plans → · Plans in Michigan →

Ofta, LLC 401(k) Plan in the asset neighbourhood

Hospital Services Group, Inc. Employees' 401(k) Retirement Savings PlanHospital Services Group, Inc…$10MEvolve Partners LLC Retirement TrustEvolve Partners LLC Retireme…$10MOfta, LLC 401(k) Plan$10MTourism Holdings USA, Inc. 401(k) Profit Sharing PlanTourism Holdings USA, Inc. 4…$10MDorf Ketal Chemicals LLC 401(k) PlanDorf Ketal Chemicals LLC 401…$10M
End-of-year total assets ($M) among Ofta, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN262788342
Plan Effective Date2013-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ofta, LLC)

Sponsor-wide plan assets over time

All Ofta, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 62.17025481283168% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.31M $10.2M ▲ +62.0%
Year Plans Participants Total Assets
2022 1 299 $6M
2023 1 273 $8M
2024 1 244 $10M

Nearby 401(k) Plans in Michigan

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

Ofta, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Ofta, LLC 401(k) Plan, Total assets ($B): 0.010224867 · Participants: 244Ofta, LLC 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Ofta, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Ofta, LLC 401(k) Plan side-by-side with 3 peers →

Ofta, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Tourism Holdings USA, Inc. 401(k) Profit Sharing Plan in CA ($10M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Ofta, LLC 401(k) Plan assets move in 2024? ▼
Ofta, LLC 401(k) Plan grew sharply - up 22.4% during 2024, from $8M to $10M. Reported net income was $2M.
How have Ofta, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ofta, LLC's sponsor-wide assets grew 62.2%, from $6M to $10M.
Which 401(k) plans are similar in size to Ofta, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tourism Holdings USA, Inc. 401(k) Profit Sharing Plan in CA ($10M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Ofta, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (244 participants, $165K in assets).

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 262788342.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.