How big is Or-Cal, Inc.'s plan?

Or-Cal, Inc.'s plan reported $3.2M in assets and 30 participants for 2024.

Original filing (PDF)20250708091446NAL0002554243001

Or-Cal, Inc.

Name: Or-Cal, Inc. — Or-Cal, Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Or-Cal, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Or-Cal, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Or-Cal, Inc.'s Or-Cal, Inc. 401(k) Profit Sharing Plan and Trust held $3.2M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Or-Cal, Inc.'s EIN is 91-1851287.

EIN 91-1851287

Plan number 001

Plan year 2024

ACK ID 20250708091446NAL0002554243001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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