Ollie'S Bargain Outlet, Inc. 401(K) Retirement Plan — Form 5500 plan (Ollie'S Bargain Outlet, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ollie'S Bargain Outlet, Inc. 401(K) Retirement Plan is a benefit plan reported by Ollie'S Bargain Outlet, Inc. under EIN 25-1589489 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,456 participants and $29,332,312 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29.3MPlan net assets, end of year$29,332,312
Participants6.5KCovered participants reported6,456
Assets / participant$4.5KComputed: assets ÷ participants$4,543 (computed)
Provider compensation$64.3K2 Schedule C provider row(s)$64,349
- Plan sponsor
- Ollie'S Bargain Outlet, Inc.
- EIN
- 25-1589489
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,456 | H, C | 20240926092519NAL0000250531001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29.3M total assets
Net assets$29.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $29,332,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,332,312
- Net assets (BOY)
- $23,226,892
Income & contributions
- Employer contributions
- $453,634
- Participant contributions
- $3,299,829
- Total contributions
- $5,430,013
- Total income / additions
- $9,617,964
Expenses & distributions
- Benefits paid
- $3,284,546
- Administrative expenses
- $64,349
- Total expenses
- $3,512,544
- Net increase / (decrease)
- $6,105,420
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust National Assoc | ADVISOR | $47,646 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $16,703 | $0 | 2023 |