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Employer · plans filed under one EIN

Odell Brewing Company

Fort Collins, CO · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$22.2Mnet assets across plans
341participant records239 active
$428Kemployer contributions, latest plan years$1,791 per active record
$154KSchedule C compensation to organisations$450.55 per participant record

Odell Brewing Company, based in Fort Collins, Colorado, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 341 participant records and $22.2M in net assets.

The largest is Odell Brewing Company 401(k) Plan, a 401(k) plan with 204 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $428K and participant contributions $791K in the latest plan years; benefits paid were $3.9M. Schedule C compensation reported to service provider organisations totalled $154K.

Combined net assets moved from $286K in 2015 to $22.2M in 2024 (up 7654%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Odell Brewing Company 401(k) Plan401(k) plan2024204$20.7M$101,470$2,578$73K
Odell Brewing Company Co-Worker Stock Ownership Planemployee stock ownership plan2024137$1.5M$10,784$697$80K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2015: $286K2016: $9.2M2017: $12.4M2018: $12.9M2019: $18.3M2020: $22.0M2021: $25.7M2022: $20.2M2023: $22.2M2024: $22.2M$286K$25.7M$22.2M2015201620202024
Combined net assets
2015: 1092016: 2442017: 2692018: 2912019: 3062020: 3122021: 3852022: 3902023: 3682024: 3411093903412015201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242341$22.2M$428K$791K
20232368$22.2M$498K$837K
20222390$20.2M$593K$919K
20212385$25.7M$580K$917K
20202312$22.0M$511K$824K
20192306$18.3M$450K$734K
20182291$12.9M$438K$684K
20172269$12.4M$414K$624K
20162244$9.2M$362K$552K
20151109$286K$53K$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing; Recordkeeping and information management2$48,737
GreatbancTrustee (discretionary)1$26,475
Prairie CapitalValuation (appraisals, etc.)1$26,150
First Western TrustInvestment advisory (plan)1$24,599
Plante & MoranAccounting (including auditing)1$19,500
First Western TrustInvestment advisory (plan)1$8,175
Morningstar Investment Management LInvestment advisory (participants)1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$49K
Greatbanc$26K
Prairie Capital$26K
First Western Trust$25K
Plante & Moran$20K
First Western Trust$8,175
Morningstar Investment Management L$0

Questions and answers

How many retirement plans does Odell Brewing Company have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Odell Brewing Company 401(k) Plan and Odell Brewing Company Co-Worker Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Odell Brewing Company contribute to its plans?

$427,998 in employer contributions across these plans in their latest plan years, about $1,791 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, Greatbanc, Prairie Capital and First Western Trust and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.