Ofi Global Asset Management, Inc. 401(k) Plan (terminated 2021): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2021, when $357.9 million was transferred out of the plan. Assets moved to the INVESCO 401(K) PLAN (sponsored by INVESCO HOLDING COMPANY (US), INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the INVESCO 401(K) PLAN →Ofi Global Asset Management, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2021 filing.
Ofi Global Asset Management, Inc. 401(k) Plan Facts (plan year 2021)
Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Aug 25, 2021), filed Jul 1, 2022. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2021
- $183.7 million was paid out to participants.
- Investment and other income added $45.9 million.
How the Ofi Global Asset Management, Inc. 401(k) changed, 2016–2021
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2016 | 3,129 | $652.0 million | $28.9 million | $44.1 million |
| 2017 | 3,106 | $797.3 million | $27.4 million | $51.7 million |
| 2018 | 3,128 | $736.1 million | $33.4 million | $59.5 million |
| 2019 | 3,118 | $589.0 million | $42.5 million | $363.1 million |
| 2020 | 1,892 | $495.7 million | $467,927 | $174.1 million |
| 2021 (final) | 1,478 | $0 | $0 | $183.7 million |
Ofi Global Asset Management, Inc. 401(k) Contact Information
Questions about the Ofi Global Asset Management, Inc. 401(k)
Is the Ofi Global Asset Management, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2021. Its assets were transferred to the INVESCO 401(K) PLAN.
Does Ofi Global Asset Management, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Ofi Global Asset Management, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Ofi Global Asset Management, Inc 401(k) plan?
1,478 participants at the start of plan year 2021.
Who manages the Ofi Global Asset Management, Inc 401(k) accounts?
Empower (listed on the filing as MASSACHUSETTS MUTUAL LIFE INS. CO.) is the plan's recordkeeper, which is where participants log in to see their balance.