Oglethorpe, Inc. 401(k) Plan: Login, Facts & Contact Information

Oglethorpe, Inc. 401(k) Plan Facts

Plan name
OGLETHORPE, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OGLETHORPE, INC.
Participants
523 (433 active employees)
Former employees with a balance
41
Plan assets
$5,577,882 at Dec 31, 2024
Average account balance
$44,623 across 125 accounts
Employer contributions
$136,874 in plan year 2024 (27% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 2008
✓ 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 Oct 20, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $513,098 went into the plan in contributions, $136,874 of it from the employer (27%).
  • $636,986 was paid out to participants.
  • Investment and other income added $648,183.
  • Administrative expenses were $86,452, about $692 per account.

How the Oglethorpe, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019830$4.22 million$152,376$541,131
2020825$5.13 million$165,165$340,022
2021824$5.74 million$175,772$536,582
2022689$4.66 million$163,631$664,449
2023575$5.15 million$140,902$839,082
2024523$5.58 million$136,874$636,986

Oglethorpe, Inc. 401(k) Contact Information

Phone
813-978-1933
Mailing address
7074 GROVE ROAD, SUITE C, BROOKSVILLE FL 34609
Plan sponsor
OGLETHORPE, INC.
Employer identification number (EIN)
59-3586063
Plan number
001

Questions about the Oglethorpe, Inc. 401(k)

Does Oglethorpe, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $136,874, 27% of all contributions.

Does the Oglethorpe, Inc 401(k) have automatic enrollment?

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

How many people are in the Oglethorpe, Inc 401(k) plan?

523 participants at the start of plan year 2024, 433 of them active employees, and 41 former employees who still had money in the plan.

What is the average 401(k) balance at Oglethorpe, Inc?

About $44,623 per account: $5.58 million in plan assets across 125 accounts with a balance at the end of plan year 2024.

Who manages the Oglethorpe, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Empower 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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