Plan5500

Oliver Healthcare Packaging Company 401(K) Retirement Plan — Form 5500 plan (Oliver Healthcare Packaging Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oliver Healthcare Packaging Company 401(K) Retirement Plan is a benefit plan reported by Oliver Healthcare Packaging Company under EIN 38-2363773 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,385 participants and $94,332,537 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$94.3MPlan net assets, end of year$94,332,537
Participants1.4KCovered participants reported1,385
Assets / participant$68.1KComputed: assets ÷ participants$68,110 (computed)
Provider compensation$50.7K3 Schedule C provider row(s)$50,665
Plan sponsor
Oliver Healthcare Packaging Company
EIN
38-2363773
Plan number
004
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,385 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$94.3M total assets
Net assets$94.3MLiabilities$0
Money in vs. money out
Total income / additions$25.3M
Total expenses$11.5M
Benefits paid / distributions$11.4M
Contributions
Employer$3.3M
Participant$6.6M
Full reported line items

Net assets

Total assets (EOY)
$94,332,537
Total liabilities (EOY)
$0
Net assets (EOY)
$94,332,537
Net assets (BOY)
$80,541,084

Income & contributions

Employer contributions
$3,289,665
Participant contributions
$6,599,724
Total contributions
$10,169,168
Total income / additions
$25,274,928

Expenses & distributions

Benefits paid
$11,425,380
Administrative expenses
$50,665
Total expenses
$11,483,475
Net increase / (decrease)
$13,791,453
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Mma Securities$44.8K
    ADVISOR · Direct $44.8K
  2. 2
    Strategic Advisors, Inc.$12.1K
    ADVISOR · Direct $12.1K
  3. 3
    Fidelity Investments Institutional-$6.3K
    RECORDKEEPER · Direct -$6.3K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Oliver Healthcare Packaging Company 401(K) Retirement Plan?
Oliver Healthcare Packaging Company 401(K) Retirement Plan is reported as sponsored by Oliver Healthcare Packaging Company (EIN 38-2363773, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Oliver Healthcare Packaging Company 401(K) Retirement Plan?
The latest Form 5500 filing year loaded for Oliver Healthcare Packaging Company 401(K) Retirement Plan is 2023.
How many participants does Oliver Healthcare Packaging Company 401(K) Retirement Plan report?
Oliver Healthcare Packaging Company 401(K) Retirement Plan reports 1,385 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Oliver Healthcare Packaging Company 401(K) Retirement Plan?
Oliver Healthcare Packaging Company 401(K) Retirement Plan reports $94,332,537 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages