401(k) · DOL Form 5500 · 2024

Al Warren Oil Company 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
334
Participants Below avg headcount
70th
Percentile by assets National rank
$58,770
Avg per participant Low balance/head
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Official DOL plan name: Warren's 401(k) Profit Sharing Plan · Sponsored by Al Warren Oil Company · Indiana · Transportation & Warehousing

$20M in assets, 334 participants

Al Warren Oil Company's Warren's 401(k) Profit Sharing Plan reported $20M in total assets and 334 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,325 in Transportation & Warehousing (3,299 peers)

2024 asset change

Warren's 401(k) Profit Sharing Plan grew at a solid clip 8.3% in 2024 ($18M → $20M) for 334 participants.

#2,325
in Transportation & Warehousing (3,299 peers)
+8.3%
assets growth YoY

Warren's 401(k) Profit Sharing Plan's outsized position by total assets

Warren's 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,629,337 Top 30% higher than 70% 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

Warren's 401(k) 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. Warren's 401(k) Profit Sharing Plan sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warren's 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Warren's 401(k) Profit Sharing Plan reported participants rose from 303 in the plan year 2023 filing to 334 in the plan year 2024 filing.
  • Warren's 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 363104190 · Al Warren Oil Company PY 2024 · 401(k)

Warren's 401(k) Profit Sharing Plan · $20M · 334 · 70th

  • ASSETS $20M
  • PCT 334
  • EIN 70th
  • RANK 401(k)
  • PHOTO near Jera Americas Inc. 401(k) Plan
  • IND ind #2325

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 Indiana →

Warren's 401(k) Profit Sharing Plan in the asset neighbourhood

Warren's 401(k) Profit Sharing PlanWarren's 401(k) Profit Shari…$20MJera Americas Inc. 401(k) PlanJera Americas Inc. 401(k) Pl…$20MSuperior Products Distributors, Inc. Profit Sharing PlanSuperior Products Distributo…$20MLumin8 Transportation Technologies, LLC 401(k) PlanLumin8 Transportation Techno…$20MNew Albany Company 401(k) PlanNew Albany Company 401(k) Pl…$20M
End-of-year total assets ($M) among Warren's 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Al Warren Oil Company years around the 2024 move

Sponsor-wide plan assets over time

All Al Warren Oil Company plans reported in each filing year

Latest sponsor-wide plan assets
$20M 8.278361683676726% vs 2023
2024 filing year
$17.5M$18M$18.5M$19M$19.5M$20M 20232024 $18.1M $19.6M ▲ +8.3%
Year Plans Participants Total Assets
2023 1 303 $18M
2024 1 334 $20M

2024 asset-move particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN363104190
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Warren's 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Warren's 401(k) Profit Sharing Plan, Total assets ($B): 0.019629337 · Participants: 334Warren's 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Warren's 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

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

Outside Indiana, the nearest 401(k) by assets is Jera Americas Inc. 401(k) Plan in TX ($20M); by covered participants it is Lenny's Gas N Wash 401(k) Plan in IL (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Warren's 401(k) Profit Sharing Plan assets move in 2024?
Warren's 401(k) Profit Sharing Plan grew at a solid clip - up 8.3% during 2024, from $18M to $20M. Reported net income was $2M.
How have Al Warren Oil Company plan assets changed over time?
Across 2 plan years on file (2023-2024), Al Warren Oil Company's sponsor-wide assets grew 8.3%, from $18M to $20M.
Which 401(k) plans are similar in size to Warren's 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Jera Americas Inc. 401(k) Plan in TX ($20M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Warren's 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Lenny's Gas N Wash 401(k) Plan in IL (334 participants, $3M in assets).