How big is Ocean Institute's plan?

Ocean Institute's plan reported $940K in assets and 28 participants for 2024.

Original filing (PDF)20251009111222NAL0003846563001

Ocean Institute

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

Form 5500-SF

FILING_RECEIVED

Ocean Institute 401(k) Plan

401(k) retirement plan · Ocean Institute's Ocean Institute 401(k) Plan held $940K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$940K

Net assets (EOY)

$940K

People on this filing

Wendy Leavell signed Ocean Institute's 2024 Form 5500 as plan administrator.

Wendy Leavell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ocean Institute's EIN is 33-0203488.

EIN 33-0203488

Plan number 001

Plan year 2024

ACK ID 20251009111222NAL0003846563001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ocean Institute'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 OCEAN INSTITUTE.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score