Money Purchase · DOL Form 5500 · 2024

Oocl USA Inc. Money Purchase Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
475
Participants Below avg headcount
90th
Percentile by assets National rank
$204,950
Avg per participant Above avg balance/head
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Official DOL plan name: Oocl (USA) Inc. Defined Contribution Pension Plan · Sponsored by Oocl USA Inc. · Utah · Transportation & Warehousing

$97M in assets, 475 participants

Oocl USA Inc.'s Oocl (USA) Inc. Defined Contribution Pension Plan reported $97M in total assets and 475 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,905 in Transportation & Warehousing (3,299 peers)

Where Oocl (USA) Inc. Defined Contribution Pension Plan sits by assets

Oocl (USA) Inc. Defined Contribution Pension Plan sits in the top 10% of all filed plans by assets, $97M for 475 participants (~$204,950/participant), up 8.0% in 2024.

#2,905
in Transportation & Warehousing (3,299 peers)
+8.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Oocl (USA) Inc. Defined Contribution Pension Plan's outsized position by total assets

Oocl (USA) Inc. Defined Contribution Pension Plan vs every filed plan by assets

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

$97,351,097 Top 10% higher than 90% 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

Oocl (USA) Inc. Defined Contribution Pension 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. Oocl (USA) Inc. Defined Contribution Pension Plan sits mid-pack in the medium band (475 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oocl (USA) Inc. Defined Contribution Pension Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Oocl (USA) Inc. Defined Contribution Pension Plan end-of-year assets rose from $90M in the plan year 2023 filing to $97M in the plan year 2024 filing.
  • Oocl (USA) Inc. Defined Contribution Pension Plan reported participants rose from 464 in the plan year 2023 filing to 475 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 134934630 · Oocl USA Inc. PY 2024 · Money Purchase

Oocl (USA) Inc. Defined Contribution Pension Plan · $97M · 475 · 90th

  • PART $97M
  • PART 475
  • PART 90th
  • PART Money Purchase
  • PART near Sullivan & Worcester LLP Retirement Plan
  • PART ind #2905

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 Transportation & Warehousing retirement plans → · Plans in Utah →

Oocl (USA) Inc. Defined Contribution Pension Plan in the asset neighbourhood

Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical ResearchRetirement Plan for Employee…$99MIBEW Local No. 82 Defined Contribution PlanIBEW Local No. 82 Defined Co…$98MOocl (USA) Inc. Defined Contribution Pension PlanOocl (USA) Inc. Defined Cont…$97MSullivan & Worcester LLP Retirement PlanSullivan & Worcester LLP Ret…$97MHays Medical Center Employee's Pension PlanHays Medical Center Employee…$97M
End-of-year total assets ($M) among Oocl (USA) Inc. Defined Contribution Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$97M
Net Income$7M
Employer EIN134934630
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oocl USA Inc.)

Sponsor-wide plan assets over time

All Oocl USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$262M 20.19677374563011% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $218M $262M ▲ +20.2%
Year Plans Participants Total Assets
2022 2 935 $218M
2023 2 943 $239M
2024 2 943 $262M

Nearby Money Purchase Plans in Utah

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Oocl (USA) Inc. Defined Contribution Pension Plan vs. nearby Money Purchase plans in Utah, assets vs. participants Scatter plot of 4 data points. -2000200400600 -50050100150 Total assets ($M) Participants Oocl (USA) Inc. Defined Contribution Pension Plan, Total assets ($M): 97.351097 · Participants: 475Oocl (USA) Inc. Defined Contribution Pension PlanRowland Hall, Saint Mark's School 403(b) DC Plan, Total assets ($M): 40.192726 · Participants: 272Rowland Hall, Saint Mark's School 403(b) DC PlanWestern States Water Council Money Purchase Pension Plan, Total assets ($M): 2.37127 · Participants: 5Western States Water Council Money Purchase Pension PlanNbcc Retirement Plan, Total assets ($M): 1.869104 · Participants: 10Nbcc Retirement Plan
Oocl (USA) Inc. Defined Contribution Pension Plan vs. nearby Money Purchase plans in Utah, assets vs. participants
Compare Oocl (USA) Inc. Defined Contribution Pension Plan side-by-side with 3 peers →

Oocl (USA) Inc. Defined Contribution Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Utah, the nearest Money Purchase by assets is Sullivan & Worcester LLP Retirement Plan in MA ($97M); by covered participants it is Teamsters Local 802 Annuity Fund in NY (474 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (475 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 Oocl (USA) Inc. Defined Contribution Pension Plan assets move in 2024? ▼
Oocl (USA) Inc. Defined Contribution Pension Plan grew at a solid clip - up 8.0% during 2024, from $90M to $97M. Reported net income was $7M.
How have Oocl USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oocl USA Inc.'s sponsor-wide assets grew 20.2%, from $218M to $262M.
Where does Oocl (USA) Inc. Defined Contribution Pension Plan rank by assets among Form 5500 filers? ▼
Oocl (USA) Inc. Defined Contribution Pension Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Oocl (USA) Inc. Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sullivan & Worcester LLP Retirement Plan in MA ($97M, 157 participants).
Which Money Purchase plans cover a similar participant headcount to Oocl (USA) Inc. Defined Contribution Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Teamsters Local 802 Annuity Fund in NY (474 participants, $143M 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 134934630.

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.