401(k) · DOL Form 5500 · 2024

Oltmans Companies 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
137
Participants Small participant base
90th
Percentile by assets National rank
$677,217
Avg per participant High balance/head
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Official DOL plan name: Oltmans Companies Profit Sharing Plan · Sponsored by Oltmans Companies · California · Construction

$93M in assets, 137 participants

Oltmans Companies's Oltmans Companies Profit Sharing Plan reported $93M in total assets and 137 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.

  • #7,983 in Construction (9,039 peers)

Coverage in California

Oltmans Companies Profit Sharing Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $93M.

#7,983
in Construction (9,039 peers)
+2.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Oltmans Companies Profit Sharing Plan's outsized position by total assets

Oltmans Companies Profit Sharing Plan vs every filed plan by assets

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

$92,778,674 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

Oltmans Companies 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. Oltmans Companies Profit Sharing Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oltmans Companies Profit Sharing Plan reported net income fell from $15M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Oltmans Companies Profit Sharing Plan reported participants fell from 147 in the plan year 2023 filing to 137 in the plan year 2024 filing.
  • Oltmans Companies Profit Sharing Plan end-of-year assets rose from $91M in the plan year 2023 filing to $93M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 473698702 · Oltmans Companies PY 2024 · 401(k)

Oltmans Companies Profit Sharing Plan · $93M · 137 · 90th

  • NET $93M
  • BOOK 137
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Resource Innovations, Inc. 401(k) Retirement Savings Plan
  • EBSA ind #7983

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 Construction retirement plans → · Plans in California →

Oltmans Companies Profit Sharing Plan in the asset neighbourhood

Morrison Mahoney LLP Profit Sharing - 401(k) PlanMorrison Mahoney LLP Profit …$93MPacific Cataract and Laser Institute, Inc. PC 401(k) PlanPacific Cataract and Laser I…$93MResource Innovations, Inc. 401(k) Retirement Savings PlanResource Innovations, Inc. 4…$93MOltmans Companies Profit Sharing PlanOltmans Companies Profit Sha…$93MXcel Hr 401(k) Plan$93M
End-of-year total assets ($M) among Oltmans Companies Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$93M
Net Income$2M
Employer EIN473698702
Plan Effective Date1951-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oltmans Companies)

Sponsor-wide plan assets over time

All Oltmans Companies plans reported in each filing year

Latest sponsor-wide plan assets
$93M 22.52317408808335% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $75.7M $92.8M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 156 $76M
2023 1 147 $91M
2024 1 137 $93M

Nearby 401(k) Plans in California

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

Oltmans Companies Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Oltmans Companies Profit Sharing Plan, Total assets ($B): 0.092778674 · Participants: 137Oltmans Companies Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Oltmans Companies Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oltmans Companies Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Resource Innovations, Inc. 401(k) Retirement Savings Plan in IL ($93M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Oltmans Companies Profit Sharing Plan assets move in 2024? ▼
Oltmans Companies Profit Sharing Plan edged up modestly - up 2.4% during 2024, from $91M to $93M. Reported net income was $2M.
How have Oltmans Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oltmans Companies's sponsor-wide assets grew 22.5%, from $76M to $93M.
Where does Oltmans Companies Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oltmans Companies Profit Sharing 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 401(k) plans are similar in size to Oltmans Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Resource Innovations, Inc. 401(k) Retirement Savings Plan in IL ($93M, 740 participants).
Which 401(k) plans cover a similar participant headcount to Oltmans Companies Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 473698702.

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.