Ollie's Bargain Outlet 401(k) match, vesting and fees
What Ollie's Bargain Outlet's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Mckonly & Asbury LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Ollie's Bargain Outlet: employer contribution per participant | $1,254 | |
| Peer median | $1,023 |
| Ollie's Bargain Outlet: average balance | $24,056 | |
| Peer median | $43,395 |
| Ollie's Bargain Outlet: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $26.8M at the end of plan year 2021 to $36.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,660 | $36.9M | $1.9M | $1,254 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 6,970 | $29.3M | $454K | $364 | 0.24% | Not published | Form 5500 ↗ |
| 2022 | 6,456 | $23.2M | $390K | $337 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 6,155 | $26.8M | $324K | $312 | 0.29% | Not published | Form 5500 ↗ |
Common questions
Does Ollie's Bargain Outlet match 401(k) contributions?
The match terms for the Ollie'S Bargain Outlet, Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $1.9M in employer contributions, about $1,254 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ollie's Bargain Outlet 401(k) match vested?
The vesting schedule for the Ollie'S Bargain Outlet, Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ollie's Bargain Outlet 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Ollie'S Bargain Outlet, Inc..
I left Ollie's Bargain Outlet. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ollie'S Bargain Outlet, Inc., (717) 657-2300) or the recordkeeper, Fidelity Investments Institutional. The Ollie's Bargain Outlet old 401(k) page lists the contacts from every plan filing. Find an old Ollie's Bargain Outlet 401(k)
Data from the public Form 5500 annual reports Ollie's Bargain Outlet filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ollie's Bargain Outlet. Not financial advice. Report a correction · Methodology