401(k) · DOL Form 5500 · 2024

O'keeffe's, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 250
Participants Below avg headcount: 68th
Percentile by assets National rank: $72,205
Avg per participant Below avg balance/head

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Official DOL plan name: O'keeffes, Inc. 401(k) Plan & Trust · Sponsored by O'keeffe's, Inc. · California · Manufacturing

$18M in assets, 250 participants

O'keeffe's, Inc.'s O'keeffes, Inc. 401(k) Plan & Trust reported $18M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

#10,170 in Manufacturing (17,777 peers)

Coverage in California

O'keeffes, Inc. 401(k) Plan & Trust covers 250 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $18M.

#10,170
in Manufacturing (17,777 peers): +15.1%
assets growth YoY

O'keeffes, Inc. 401(k) Plan & Trust's outsized position by total assets

O'keeffes, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$18,051,216 Top 32% higher than 68% 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

O'keeffes, Inc. 401(k) Plan & Trust 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. O'keeffes, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (250 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

O'keeffes, Inc. 401(k) Plan & Trust end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
O'keeffes, Inc. 401(k) Plan & Trust reported participants fell from 276 in the plan year 2023 filing to 250 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941061347 · O'keeffe's, Inc. PY 2024 · 401(k)

O'keeffes, Inc. 401(k) Plan & Trust · $18M · 250 · 68th

PCT $18M
EIN 250
RANK 68th
PHOTO 401(k)
IND near Acertus 401(k) Plan
EOY ind #10170

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 California →

End-of-year total assets ($M) among O'keeffes, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$18M
Net Income	$2M
Employer EIN	941061347
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (O'keeffe's, Inc.)

Latest sponsor-wide plan assets: $18M 36.17174075280776% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	267	$13M
2023	1	276	$16M
2024	1	250	$18M

Nearby 401(k) Plans in California

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

O'keeffes, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare O'keeffes, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

O'keeffes, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Acertus 401(k) Plan in MO ($18M); by covered participants it is Foley Holdings, LLC 401(k) Profit Sharing Plan in CT (250 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Acertus 401(k) Plan (MO) $18M · 883
Advanced Power Services 401(k) Plan (MA) $18M · 69
L & R Distributors, Inc. 401(k) Profit Sharing Plan and Trust (NY) $18M · 1,174
Air Power, Inc. and Production Systems, Inc. Retirement Savings and Profit Sharing Plan (NC) $18M · 128

Similar participant headcount

Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.

Foley Holdings, LLC 401(k) Profit Sharing Plan (CT) 250 · 0 off
Rpm International Inc. Union 401(k) Trust and Plan (OH) 250 · 0 off
Dunham & Jones Attorneys at Law 401(k) Plan (TX) 250 · 0 off
Dennelisse Corporation 401(k) Plan (NY) 250 · 0 off

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 O'keeffes, Inc. 401(k) Plan & Trust assets move in 2024? ▼

O'keeffes, Inc. 401(k) Plan & Trust grew sharply - up 15.1% during 2024, from $16M to $18M. Reported net income was $2M.

How have O'keeffe's, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), O'keeffe's, Inc.'s sponsor-wide assets grew 36.2%, from $13M to $18M.

Which 401(k) plans are similar in size to O'keeffes, Inc. 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Acertus 401(k) Plan in MO ($18M, 883 participants).

Which 401(k) plans cover a similar participant headcount to O'keeffes, Inc. 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Foley Holdings, LLC 401(k) Profit Sharing Plan in CT (250 participants, $13M 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 941061347.