How big is Ocasa, Inc.'s plan?

Ocasa, Inc.'s plan reported $3.7M in assets and 117 participants for 2024.

Original filing (PDF)20250602184518NAL0010280785001

Ocasa, Inc.

Name: Ocasa, Inc. — Ocasa, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Ocasa, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ocasa, Inc. 401(k) Plan

401(k) retirement plan · Ocasa, Inc.'s Ocasa, Inc. 401(k) Plan held $3.7M in plan assets for 117 participants in 2024.

Active participants

117

Accounts w/ balance

103

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Ocasa, Inc.'s EIN is 13-3139560.

EIN 13-3139560

Plan number 001

Plan year 2024

ACK ID 20250602184518NAL0010280785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ocasa, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ocasa, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OCASA, INC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score