Oberweis Dairy, Inc. 401(k) Plan: Login, Facts & Contact Information
Oberweis Dairy, Inc. 401(k) Login
99 former Oberweis Dairy, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2023 filing.
Oberweis Dairy, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 14, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- $627,387 went into the plan in contributions.
- $4.26 million was paid out to participants.
- Investment and other income added $3.25 million.
- Administrative expenses were $35,254, about $166 per account.
How the Oberweis Dairy, Inc. 401(k) changed, 2018–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 803 | $16.2 million | $174,440 | $1.29 million |
| 2019 | 683 | $17.4 million | $0 | $2.57 million |
| 2020 | 583 | $21.0 million | $112,136 | $953,272 |
| 2021 | 667 | $24.1 million | $812,164 | $2.04 million |
| 2022 | 604 | $18.1 million | $346,616 | $2.59 million |
| 2023 | 577 | $17.7 million | $0 | $4.26 million |
Oberweis Dairy, Inc. 401(k) Contact Information
Questions about the Oberweis Dairy, Inc. 401(k)
Does Oberweis Dairy, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Oberweis Dairy, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Oberweis Dairy, Inc 401(k) plan?
577 participants at the start of plan year 2023, 343 of them active employees, and 99 former employees who still had money in the plan.
What is the average 401(k) balance at Oberweis Dairy, Inc?
About $83,394 per account: $17.7 million in plan assets across 212 accounts with a balance at the end of plan year 2023.
Who manages the Oberweis Dairy, Inc 401(k) accounts?
Capital Group / American Funds (listed on the filing as CAPITAL GROUP RETIREMENT PLAN SVCS.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Oberweis Dairy, Inc. How do I access my 401(k)?
Your account stays with Capital Group / American Funds 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.