How big is Corey Oil, Ltd.'s plan?

Corey Oil, Ltd.'s plan reported $4.0M in assets and 44 participants for 2025.

Original filing (PDF)20260320093056NAL0011501042001

Corey Oil, Ltd.

Name: Corey Oil, Ltd. — Corey Oil 401(k) Plan, Form 5500 (2025)
Creator: Corey Oil, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Corey Oil 401(k) Plan

401(k) retirement plan · Corey Oil, Ltd.'s Corey Oil 401(k) Plan held $4.0M in plan assets for 44 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Corey Oil, Ltd.'s EIN is 39-1342795.

EIN 39-1342795

Plan number 001

Plan year 2025

ACK ID 20260320093056NAL0011501042001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Corey Oil, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

COREY OIL, LTD.

EIN

all filings

Address

1212 W 2ND ST · OCONOMOWOC, WI · 53066

Phone

(262) 966-0868

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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