Original filing (PDF)20251015130405NAL0002335283001

OBERG INDUSTRIES, LLC

Name: OBERG INDUSTRIES, LLC — THE OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: OBERG INDUSTRIES, LLC

Form 5500

FILING_RECEIVED

THE OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 1

100% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$853K

Net assets (EOY)

$826K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OBERG INDUSTRIES, LLC.

Plan sponsor

Name

OBERG INDUSTRIES, LLC

EIN

83-2134609

Address

PO BOX 368 · FREEPORT, PA · 162290315

Phone

(724) 295-2121

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

SCHNEIDER DOWNS & CO. INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $506K(59% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	SEI Private Trust Company Daily Income Government Fund	—	—	$506K	$506K	59.3%

Related plans

Similar-size Manufacturing plans

BENOIT & COMPANY, LLC

BENOIT & COMPANY, LLC RETIREMENT PLAN

$853K · 4 participants

EZ CUT PRODUCTS, INC.

EZ CUT PRODUCTS, INC. 401(K) PLAN

$853K · 5 participants

WINDOR SUPPLY & MFG., INC.

WINDOR 401(K) PLAN

$852K · 33 participants

FLAREGAS CORPORATION

FLAREGAS CORPORATION EMPLOYEES 401(K) PLAN

$852K · 8 participants

COLOR BLAZE SUPPLY, LLC

COLOR BLAZE SUPPLY, LLC CASH BALANCE PLAN

$855K · 3 participants