How big is Ouraring Inc.'s plan?

Ouraring Inc.'s plan reported $16.0M in assets and 364 participants for 2024.

Original filing (PDF)20251015163300NAL0005430833001

Ouraring Inc.

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

Form 5500

FILING_RECEIVED

OURA RING Inc. 401(k) Plan

401(k) retirement plan · Ouraring Inc.'s OURA RING Inc. 401(k) Plan held $16.0M in plan assets for 364 participants in 2024.

Signals · 1

Late participant contributions

Active participants

364

Accounts w/ balance

379

Plan assets (EOY)

$16.0M

Net assets (EOY)

$16.0M

People on this filing

Leslie Delaney signed Ouraring Inc.'s 2024 Form 5500 as plan administrator.

Leslie Delaney — 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

Ouraring Inc.'s EIN is 47-2155487.

EIN 47-2155487

Plan number 001

Plan year 2024

ACK ID 20251015163300NAL0005430833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ouraring Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 4K (0% of contributions).

Helping the score

Below-peer total plan cost (95th percentile).

Plan sponsor

Name

OURARING INC.

EIN

all filings

Address

222 KEARNY ST · 7TH FLOOR · SAN FRANCISCO, CA · 94108

Phone

(949) 701-9643

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2S · Automatic enrollment

3B · Covers self-employed individuals

Service providers (Schedule C)

No Schedule C providers reported

Investments

48 direct securities· $15.8M(99% of reported assets)

Mutual Funds

$9.0M

13 holdings

Other securities

$3.4M

31 holdings

Common Collective Trusts

$3.3M

2 holdings

Participant loans

$72K

1 holding

U.S. Treasuries

$10K

1 holding

					% of plan
Vanguard Total Stock Market ETF Exchange Traded Fund	Mutual Funds	—	—	$3.7M	23.3%
Vanguard FTSE Developed Markets Exchange Traded Fund	Mutual Funds	—	—	$3.5M	21.8%
SPDR Portfolio S&P 500 ETF Exchange Traded Fund	Common Collective Trusts	—	—	$3.3M	20.8%
Vanguard FTSE Emerging Markets Exchange Traded Fund	Mutual Funds	—	—	$1.2M	7.7%
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund ** 399 b iShares Core Total US Bond Market ETF Exchange Traded Fund	Other securities	—	—	$1.2M	7.5%
SPDR Portfolio S&P 400 Mid Cap Exchange Traded Fund	Other securities	—	—	$806K	5.1%
SPDR Portfolio S&P 600 Small Cap ETF Exchange Traded Fund	Other securities	—	—	$620K	3.9%
Vanguard Total International Bond ETF Exchange Traded Fund	Mutual Funds	—	—	$265K	1.7%
iShares Emerging Markets USD Bond ETF Exchange Traded Fund	Other securities	—	—	$238K	1.5%
Goldman Sachs ActiveBeta US Large Cap Equity Exchange Traded Fund	Other securities	—	—	$188K	1.2%
Vanguard Value ETF Exchange Traded Fund	Mutual Funds	—	—	$119K	0.7%
Participant Loans Bearing interest rates fromb -	Participant loans	—	—	$72K	0.4%
Vanguard Mid-Cap Value ETF Exchange Traded Fund	Mutual Funds	—	—	$69K	0.4%
Vanguard Small-Cap Stock ETF Exchange Traded Fund ** 349 b Vanguard Small-Cap Value ETF Exchange Traded Fund	Mutual Funds	—	—	$59K	0.4%
SPDR S&P Kensho New Economies Composite ETF Exchange Traded Fund	Other securities	—	—	$54K	0.3%
iShares 0-5 Year TIPS Bond ETF Exchange Traded Fund	Other securities	—	—	$49K	0.3%
iShares ESG Aware MSCI USA ETF Exchange Traded Fund	Other securities	—	—	$46K	0.3%
Goldman Sachs ActiveBeta International Equity Exchange Traded Fund	Other securities	—	—	$41K	0.3%
Goldman Sachs ActiveBeta Europe Equity ETF Exchange Traded Fund	Other securities	—	—	$25K	0.2%
Vanguard Dividend Appreciation ETF Exchange Traded Fund	Mutual Funds	—	—	$19K	0.1%
Goldman Sachs Access Investment Grade Corporate Bond ETF Exchange Traded Fund	Other securities	—	—	$18K	0.1%
Goldman Sachs ActiveBeta Emerging Markets Equity Exchange Traded Fund	Other securities	—	—	$16K	0.1%
JPMorgan Ultra-Short Income Exchange Traded Fund	Other securities	—	—	$15K	<0.1%
iShares ESG Aware MSCI EAFE ETF Exchange Traded Fund	Other securities	—	—	$14K	<0.1%
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF Exchange Traded Fund	Other securities	—	—	$12K	<0.1%
Goldman Sachs ActiveBeta Japan Equity ETF Exchange Traded Fund	Other securities	—	—	$11K	<0.1%
Goldman Sachs ActiveBeta US Small Cap Equity ETF Exchange Traded Fund	Other securities	—	—	$10K	<0.1%
Goldman Sachs Access U.S. Aggregate Bond ETF Exchange Traded Fund	Other securities	—	—	$10K	<0.1%
Vanguard LongTerm Government Bond Exchange Traded Fund	U.S. Treasuries	—	—	$10K	<0.1%
Invesco QQQ Trust Exchange Traded Fund	Mutual Funds	—	—	$9K	<0.1%
iShares ESG Aware U.S. Aggregate Bond ETF Exchange Traded Fund	Other securities	—	—	$9K	<0.1%
iShares MSCI ACWI Low Carbon Target ETF Exchange Traded Fund	Other securities	—	—	$7K	<0.1%
iShares ESG Aware MSCI EM ETF Exchange Traded Fund	Other securities	—	—	$7K	<0.1%
Goldman Sachs Access Emerging Markets USD Bond ETF Exchange Traded Fund	Other securities	—	—	$6K	<0.1%
TCW Transform 500 ETF Exchange Traded Fund	Other securities	—	—	$6K	<0.1%
Goldman Sachs TreasuryAccess 01 Year ETF Exchange Traded Fund	Other securities	—	—	$4K	<0.1%
Goldman Sachs Access Inflation Protected USD Bond ETF Exchange Traded Fund	Other securities	—	—	$4K	<0.1%
iShares ESG Aware MSCI USA Small-Cap ETF Exchange Traded Fund	Other securities	—	—	$3K	<0.1%
SPDR S&P 500 Fossil Fuel Reserves Free ETF Exchange Traded Fund	Common Collective Trusts	—	—	$3K	<0.1%
Goldman Sachs Access High Yield Corporate Bond ETF Exchange Traded Fund	Other securities	—	—	$3K	<0.1%
iShares ESG Aware USD Corporate Bond ETF Exchange Traded Fund	Other securities	—	—	$3K	<0.1%
SPDR MSCI EAFE Fossil Fuel Free ETF Exchange Traded Fund	Other securities	—	—	$2K	<0.1%
Schwab U.S. REIT ETF Exchange Traded Fund	Mutual Funds	—	—	$2K	<0.1%
Schwab U.S. Broad Market ETF Exchange Traded Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Global ex-U.S. Real Estate ETF Exchange Traded Fund	Mutual Funds	—	—	$2K	<0.1%
iShares Trust iShares USD Green Bond ETF Exchange Traded Fund	Other securities	—	—	$1K	<0.1%
iShares Core MSCI EAFE ETF Exchange Traded Fund	Other securities	—	—	$1K	<0.1%
As of December 31, 2024 b Vanguard Short-Term Inflation-Protected Securities ETF Exchange Traded Fund	Mutual Funds	—	—	$1K	<0.1%