Original filing (PDF)20250827103454NAL0009290769001

OSWALD COMPANY, INC.

Name: OSWALD COMPANY, INC. — OSWALD COMPANY, INC. 401K PLAN, Form 5500 (2024)
Creator: OSWALD COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

OSWALD COMPANY, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OSWALD COMPANY, INC..

Plan sponsor

Name

OSWALD COMPANY, INC.

EIN

31-1318136

Address

308 E. 8TH STREET · SUITE 500 · CINCINNATI, OH · 45202

Phone

(513) 793-8080

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-27

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

ALL INDUSTRIAL ELECTRIC, INC.

ALL INDUSTRIAL ELECTRIC, INC. 401(K) PLAN

$2.8M · 42 participants

THE OVERHEAD DOOR COMPANY OF QUINCY, INC.

THE OVERHEAD DOOR COMPANY OF QUINCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$2.8M · 17 participants

JOHNSON & SAMPSON CONSTRUCTION

JOHNSON & SAMPSON CONSTRUCTION 401(K) PROFIT SHARING PLAN & TRUST

$2.8M · 81 participants

ENVIROMATIC SYSTEMS OF FORT WORTH, INC.

ENVIROMATIC SYSTEMS OF FORT WORTH, INC. 401(K) PROFIT SHARING PLAN

$2.8M · 140 participants