J.m. Oliver, Inc. 401(k) Plan: Login, Facts & Contact Information

J.m. Oliver, Inc. 401(k) Plan Facts

Plan name
J. M. OLIVER 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
J.M. OLIVER, INC.
Participants
271 (187 active employees)
Former employees with a balance
94
Plan assets
$19,485,942 at Dec 31, 2024
Average account balance
$75,527 across 258 accounts
Employer contributions
$176,489 in plan year 2024 (11% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1984
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.59 million went into the plan in contributions, $176,489 of it from the employer (11%).
  • $2.17 million was paid out to participants.
  • Investment and other income added $2.54 million.
  • Administrative expenses were $74,704, about $290 per account.

How the J.m. Oliver, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019279$15.9 million$146,030$1.42 million
2020274$17.5 million$168,100$1.66 million
2021275$19.7 million$186,375$1.59 million
2022273$15.6 million$203,007$2.02 million
2023289$17.6 million$186,324$2.24 million
2024271$19.5 million$176,489$2.17 million

J.m. Oliver, Inc. 401(k) Contact Information

Phone
610-946-1350
Mailing address
101 WAVERLY AVENUE, MORTON PA 19070
Plan sponsor
J.M. OLIVER, INC.
Employer identification number (EIN)
23-2287743
Plan number
001

Questions about the J.m. Oliver, Inc. 401(k)

Does J.m. Oliver, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $176,489, 11% of all contributions.

Does the J.m. Oliver, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the J.m. Oliver, Inc 401(k) plan?

271 participants at the start of plan year 2024, 187 of them active employees, and 94 former employees who still had money in the plan.

What is the average 401(k) balance at J.m. Oliver, Inc?

About $75,527 per account: $19.5 million in plan assets across 258 accounts with a balance at the end of plan year 2024.

Who manages the J.m. Oliver, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at J.m. Oliver, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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