Oocl (USA) 401(k) match, vesting and fees
What Oocl (USA)'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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 246 defined-contribution plans in transportation and warehousing with 500 to 999 participants.
| Oocl (USA): employer contribution per participant | $2,083 | |
| Peer median | $1,244 |
| Oocl (USA): average balance | $271,332 | |
| Peer median | $40,518 |
| Oocl (USA): admin expenses ÷ assets | 0.02% | |
| Peer median | 0.37% |
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 $167M at the end of plan year 2021 to $164M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 616 | $164M | $1.3M | $2,083 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 639 | $149M | $1.3M | $1,996 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 651 | $135M | $1.2M | $1,925 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 655 | $167M | $1.2M | $1,930 | 0.02% | Not published | Form 5500 ↗ |
Other Oocl (USA) plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Oocl (Usa) Inc. Local 63 401(k) Savings Plan
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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Oocl (Usa) Inc. Defined Contribution Pension Plan
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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Plante & Moran, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Oocl (USA) match 401(k) contributions?
The match terms for the Oocl (Usa) Inc. Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $2,083 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Oocl (USA) 401(k) match vested?
The vesting schedule for the Oocl (Usa) Inc. Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Oocl (USA) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc.. The plan administrator is Oocl (Usa) Inc..
I left Oocl (USA). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Oocl (Usa) Inc., (801) 302-6777) or the recordkeeper, Milliman, Inc.. The Oocl (USA) old 401(k) page lists the contacts from every plan filing. Find an old Oocl (USA) 401(k)
Data from the public Form 5500 annual reports Oocl (USA) 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 Oocl (USA). Not financial advice. Report a correction · Methodology