401(k) · DOL Form 5500 · 2024

Olo Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
686
Participants Below avg headcount
85th
Percentile by assets National rank
$81,934
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Olo Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Olo Inc. · New York · Other Services

$56M in assets, 686 participants

Olo Inc.'s Olo Inc. 401(k) Profit Sharing Plan & Trust reported $56M in total assets and 686 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,226 in Other Services (7,719 peers)

Where Olo Inc. 401(k) Profit Sharing Plan & Trust sits by assets

Olo Inc. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $56M for 686 participants (~$81,934/participant), up 29.6% in 2024.

#7,226
in Other Services (7,719 peers)
+29.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Olo Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Olo Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$56,206,455 Top 15% higher than 85% 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

Olo Inc. 401(k) Profit Sharing 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. Olo Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (686 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Olo Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $43M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • Olo Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $16M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Olo Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 707 in the plan year 2023 filing to 686 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202971562 · Olo Inc. PY 2024 · 401(k)

Olo Inc. 401(k) Profit Sharing Plan & Trust · $56M · 686 · 85th

  • VS-ST $56M
  • VS-ST 686
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Nutrien Collectively Bargained 401(k) Retirement Plan
  • VS-ST ind #7226

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 Other Services retirement plans → · Plans in New York →

Olo Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Olo Inc. 401(k) Profit Sharing Plan & TrustOlo Inc. 401(k) Profit Shari…$56MNutrien Collectively Bargained 401(k) Retirement PlanNutrien Collectively Bargain…$56MPepperl + Fuchs, Inc. Profit Sharing Retirement Savings PlanPepperl + Fuchs, Inc. Profit…$56MOld Dutch Foods, Inc. 401(k) PlanOld Dutch Foods, Inc. 401(k)…$56MPathways 401(k) Plan$56M
End-of-year total assets ($M) among Olo Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$56M
Net Income$13M
Employer EIN202971562
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Olo Inc.)

Sponsor-wide plan assets over time

All Olo Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 106.54648878956196% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.2M $56.2M ▲ +106.6%
Year Plans Participants Total Assets
2022 1 641 $27M
2023 1 707 $43M
2024 1 686 $56M

Nearby 401(k) Plans in New York

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

Olo Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Olo Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.056206455 · Participants: 686Olo Inc. 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Olo Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Olo Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Olo Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nutrien Collectively Bargained 401(k) Retirement Plan in CO ($56M); by covered participants it is Ind Acct Plan for the Oregon Sheet Metal Workers in OR (686 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (686 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 Olo Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Olo Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 29.6% during 2024, from $43M to $56M. Reported net income was $13M.
How have Olo Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Olo Inc.'s sponsor-wide assets grew 106.5%, from $27M to $56M.
Where does Olo Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Olo Inc. 401(k) Profit Sharing Plan & Trust ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Olo Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nutrien Collectively Bargained 401(k) Retirement Plan in CO ($56M, 514 participants).
Which 401(k) plans cover a similar participant headcount to Olo Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ind Acct Plan for the Oregon Sheet Metal Workers in OR (686 participants, $63M 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 202971562.

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.