Money Purchase · DOL Form 5500 · 2024

Oocl USA Inc. Money Purchase Plan

Data updated 2026-08-11

$97M
Total assets
475
Participants
90th
Percentile by assets
$204,950
Avg per participant
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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.

  • 90th percentile by assets (of 123,622 plans)
  • #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.

$97M
total plan assets (2024 EOY)
475
covered participants
90th
percentile by assets (of 123,622 plans)
$204,950
avg assets per participant

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 →

Oocl (USA) Inc. Defined Contribution Pension Plan vs the 2024 asset distribution

By assets, Oocl (USA) Inc. Defined Contribution Pension Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

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.)

$200M$220M$240M$260M$280M 202220232024 $218M $262M ▲ +20.2%
Total plan assets by year, all Oocl USA Inc. plans on file
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

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. Defi…Rowland Hall, Saint …Western States Water…Nbcc Retirement Plan
Oocl (USA) Inc. Defined Contribution Pension Plan vs. nearby Money Purchase plans in Utah, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Oocl (USA) Inc. Defined Contribution Pension Plan by total assets, not by location.

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).

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