PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OBERG INDUSTRIES, LLC
Sponsor portfolio

OBERG INDUSTRIES, LLC

EIN 83-2134609-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$117.1M assets
Welfare
1
$83K premiums
Participants
1,495
2301 SILVERVILLE ROAD - FREEPORT, PA 162291630724-294-1209oberg.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
3 filings
#003401k-$116.2M - 864 part#002TraditionalDB-$853K - 8 part#520Mixed-$83K - 621 lives

Retirement portfolio analytics

2 plans aggregated / $117.1M assets / 872 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • OBERG INDUSTRIES LLC (#003)99%
  • DEFINED BENEFIT PENSION (#002)1%
Total $117.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OBERG INDUSTRIES LLC (#003)864
  • DEFINED BENEFIT PENSION (#002)8
Total 872Click row to drill in

Benefits portfolio analytics

1 plan / $83K premiums / 621 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$51K
  • Life$29K
  • Long-term disability$29K
  • Other$2K
Total $83K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA65%
  • AMERICAN UNITED LIFE INSURANCE COMPANY35%
Total $83K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE SAVINGS & INVESTMENT PLAN FOR EMPLOYEES OF OBERG INDUSTRIES LLC

401k

Assets$116.2M
Participants864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$853K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

OBERG INDUSTRIES, LLC WELFARE BENEFIT PLAN

Mixed - VISION BENEFITS OF AMERICA

Premiums$83K
Covered lives621
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003THE SAVINGS & INVESTMENT PLAN FOR EMPLOYEES OF OBERG INDUSTRIES LLC401k$116.2M8642024
002THE OBERG INDUSTRIES, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$853K82024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520OBERG INDUSTRIES, LLC WELFARE BENEFIT PLANMixedVISION BENEFITS OF AMERICA$83K6212025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica