401(k) · DOL Form 5500 · 2024

Oe Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
141
Participants Small participant base
29th
Percentile by assets National rank
$13,875
Avg per participant Low balance/head
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Official DOL plan name: Oe Enterprises, Inc. 401(k) Plan · Sponsored by Oe Enterprises, Inc. · North Carolina · Healthcare & Social Assistance

$2M in assets, 141 participants

Oe Enterprises, Inc.'s Oe Enterprises, Inc. 401(k) Plan reported $2M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,601 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Oe Enterprises, Inc. 401(k) Plan covers 141 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#4,601
in Healthcare & Social Assistance (16,916 peers)
-5.7%
assets change YoY

The plan reported a net loss of $116K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oe Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Oe Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$1,956,344 29th percentile higher than 29% 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

Oe Enterprises, 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. Oe Enterprises, Inc. 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oe Enterprises, Inc. 401(k) Plan reported net income fell from $332K in the plan year 2023 filing to -$116K in the plan year 2024 filing.
  • Oe Enterprises, Inc. 401(k) Plan reported participants fell from 407 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Oe Enterprises, Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 570740781 · Oe Enterprises, Inc. PY 2024 · 401(k)

Oe Enterprises, Inc. 401(k) Plan · $2M · 141 · 29th

  • EIN $2M
  • RANK 141
  • PHOTO 29th
  • IND 401(k)
  • EOY near Six Strings, Inc. 401(k) Plan
  • 5500 ind #4601

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Oe Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Oe Enterprises, Inc. 401(k) PlanOe Enterprises, Inc. 401(k) …$2MSix Strings, Inc. 401(k) Plan$2MFuentes & Kreischer, P. a. 401(k) PlanFuentes & Kreischer, P. a. 4…$2MEdwin B. Raskin Company 401(k) Retirement PlanEdwin B. Raskin Company 401(…$2MAvor Education Inc. Retirement PlanAvor Education Inc. Retireme…$2M
End-of-year total assets ($M) among Oe Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$116K
Employer EIN570740781
Plan Effective Date2011-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Oe Enterprises, Inc.)

Sponsor-wide plan assets over time

All Oe Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.410499684834777% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.74M $1.96M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 353 $2M
2023 1 407 $2M
2024 1 141 $2M

Nearby 401(k) Plans in North Carolina

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

Oe Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Oe Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.001956344 · Participants: 141Oe Enterprises, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Oe Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Oe Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Oe Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Six Strings, Inc. 401(k) Plan in WY ($2M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Oe Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
Oe Enterprises, Inc. 401(k) Plan pulled back noticeably - down 5.7% during 2024, from $2M to $2M. Reported net income was -$116K.
How have Oe Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oe Enterprises, Inc.'s sponsor-wide assets grew 12.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Oe Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Six Strings, Inc. 401(k) Plan in WY ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Oe Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 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 570740781.

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.