401(k) · DOL Form 5500 · 2024
Oglethorpe, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 473
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $11,793
- Avg per participant Low balance/head
Official DOL plan name: Oglethorpe, Inc. 401(k) Plan · Sponsored by Oglethorpe, Inc. · Florida · Management of Enterprises
$6M in assets, 473 participants
Oglethorpe, Inc.'s Oglethorpe, Inc. 401(k) Plan reported $6M in total assets and 473 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #343 in Management of Enterprises (1,133 peers)
Oglethorpe, Inc. multi-year trail
Oglethorpe, Inc.'s plans moved +19.7% in assets from 2022 to 2024; this filing shows Oglethorpe, Inc. 401(k) Plan at $6M / 473 participants.
- #343
- in Management of Enterprises (1,133 peers)
- +8.4%
- assets growth YoY
Oglethorpe, Inc. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers
Oglethorpe, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,577,882 44th percentile higher than 44% 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
Oglethorpe, Inc. 401(k) 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. Oglethorpe, Inc. 401(k) Plan sits mid-pack in the medium band (473 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oglethorpe, Inc. 401(k) Plan reported net income fell from $489K in the plan year 2023 filing to $431K in the plan year 2024 filing.
- Oglethorpe, Inc. 401(k) Plan reported participants fell from 527 in the plan year 2023 filing to 473 in the plan year 2024 filing.
- Oglethorpe, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 593586063 · Oglethorpe, Inc. PY 2024 · 401(k)
Oglethorpe, Inc. 401(k) Plan · $6M · 473 · 44th
- EIN $6M
- RANK 473
- PHOTO 44th
- IND 401(k)
- EOY near Lighting Solutions Inc 401(k) Profit Sharing Plan & Trust
- 5500 ind #343
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 Management of Enterprises retirement plans → · Plans in Florida →
Oglethorpe, Inc. 401(k) Plan in the asset neighbourhood
Oglethorpe, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Oglethorpe, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 19.744113995029807% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 643 | $5M |
| 2023 | 1 | 527 | $5M |
| 2024 | 1 | 473 | $6M |
Oglethorpe, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $431K |
| Employer EIN | 593586063 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Oglethorpe, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Lighting Solutions Inc 401(k) Profit Sharing Plan & Trust in PA ($6M); by covered participants it is Levi Ray & Shoup 401(k) Matching Contribution Plan in IL (473 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (473 participants); asset peers above are excluded.
- Levi Ray & Shoup 401(k) Matching Contribution Plan (IL) 473 · 0 off
- Eastern Propane 401(k) Plan (NH) 473 · 0 off
- Wow Logistics Company 401(k) Plan (WI) 473 · 0 off
- Two Chairs Behavioral Health Group, a Psychology 401(k) Plan (CA) 473 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.