Retirement plan

OK INTERNATIONAL CORP. PROFIT SHARING PLAN AND TRUST

Name: OK INTERNATIONAL CORP. - OK INTERNATIONAL CORP. PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: OK INTERNATIONAL CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OK INTERNATIONAL CORP. PROFIT SHARING PLAN AND TRUST, OK INTERNATIONAL CORP.

OK INTERNATIONAL CORP.EIN 04-2788587Plan #002PY 2025

73 BARTLETT STREET - MARLBOROUGH, MA 01752508-303-8286okcorp.comLinkedIn11-50 employeesmachinery

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.9M

+10.7% from 2024

Total participants

+5.3% from 2024

Average account balance

$72,938

-3.1% from 2024

Annual return

5.15%

-11.79 pp from 2024

Benchmarks

See 3,532 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort3,532 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$73K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$282K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.15%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3391

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J2T2F2E2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$136K

$3768 / participant

Other / not subdivided$136K100.0%

% of EOY assets

4.649%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,938

$107,421-32.1%

$182,262-60.0%

$94,015-22.4%

Participation rate

100.0%

77.8%+22.2pp

84.2%+15.8pp

70.8%+29.2pp

Annual return

5.15%

21.32%-16.2pp

140.60%-135.4pp

17.84%-12.7pp

Employer contribution / active EE

$3,694

$3,448+7.1%

$5,046-26.8%

$2,790+32.4%

Participant deferral / active EE

$4,151

$6,558-36.7%

$8,276-49.8%

$4,249-2.3%

Admin fee / account holder

$3,391

$8,692-61.0%

$16,712-79.7%

$8,951-62.1%

OK INTERNATIONAL CORP. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OK INTERNATIONAL CORP. PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion