401(k) · DOL Form 5500 · 2024

Oz Architecture, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
145
Participants Small participant base
79th
Percentile by assets National rank
$239,737
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oz Architecture Profit Sharing Plan · Sponsored by Oz Architecture, Inc. · Colorado · Professional & Technical Services

$35M in assets, 145 participants

Oz Architecture, Inc.'s Oz Architecture Profit Sharing Plan reported $35M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,104 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Oz Architecture Profit Sharing Plan covers 145 participants in Colorado, about 39% of the average Colorado filer (state average ~376 per filing). Assets: $35M.

#16,104
in Professional & Technical Services (20,173 peers)
+13.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Oz Architecture Profit Sharing Plan's outsized position by total assets

Oz Architecture Profit Sharing Plan vs every filed plan by assets

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

$34,761,907 Top 21% higher than 79% 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

Oz Architecture Profit Sharing 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. Oz Architecture Profit Sharing Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oz Architecture Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Oz Architecture Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Oz Architecture Profit Sharing Plan reported participants fell from 148 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 840823111 · Oz Architecture, Inc. PY 2024 · 401(k)

Oz Architecture Profit Sharing Plan · $35M · 145 · 79th

  • PCT $35M
  • EIN 145
  • RANK 79th
  • PHOTO 401(k)
  • IND near Project Management Advisors, Inc. 401(k) Plan and Trust
  • EOY ind #16104

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Oz Architecture Profit Sharing Plan in the asset neighbourhood

Hubbell Realty Company Select Savings PlanHubbell Realty Company Selec…$35MOz Architecture Profit Sharing PlanOz Architecture Profit Shari…$35MProject Management Advisors, Inc. 401(k) Plan and TrustProject Management Advisors,…$35MRestore Management 401(k) PlanRestore Management 401(k) Pl…$35MGrw Tax Deferred Savings & Profit Sharing Retirement PlanGrw Tax Deferred Savings & P…$35M
End-of-year total assets ($M) among Oz Architecture Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN840823111
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oz Architecture, Inc.)

Sponsor-wide plan assets over time

All Oz Architecture, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 25.18254906951543% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.8M $34.8M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 134 $28M
2023 1 148 $31M
2024 1 145 $35M

Nearby 401(k) Plans in Colorado

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

Oz Architecture Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Oz Architecture Profit Sharing Plan, Total assets ($B): 0.034761907 · Participants: 145Oz Architecture Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Oz Architecture Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Oz Architecture Profit Sharing Plan side-by-side with 3 peers →

Oz Architecture Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Project Management Advisors, Inc. 401(k) Plan and Trust in IL ($35M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Oz Architecture Profit Sharing Plan assets move in 2024? ▼
Oz Architecture Profit Sharing Plan grew at a solid clip - up 13.5% during 2024, from $31M to $35M. Reported net income was $4M.
How have Oz Architecture, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oz Architecture, Inc.'s sponsor-wide assets grew 25.2%, from $28M to $35M.
Where does Oz Architecture Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oz Architecture Profit Sharing Plan ranks in the 79th 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 Oz Architecture Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Project Management Advisors, Inc. 401(k) Plan and Trust in IL ($35M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Oz Architecture Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants, N/A 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 840823111.

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.