My Plan Facts

Employers › California

Employer · plans filed under one EIN

Oil Well Service Co.

Signal Hill, CA · Mining

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.

$23.8Mnet assets across plans
361participant records157 active
$1.8Memployer contributions, latest plan years$11,242 per active record
$59KSchedule C compensation to organisations$164.21 per participant record

Oil Well Service Co., based in Signal Hill, California, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 361 participant records and $23.8M in net assets.

The largest is Oil Well Service Co. Employee Stock Ownership Plan, an employee stock ownership plan with 237 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 $1.8M and participant contributions $392K in the latest plan years; benefits paid were $2.4M. Schedule C compensation reported to service provider organisations totalled $59K.

Combined net assets moved from $26.6M in 2009 to $23.8M in 2024 (down 10%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Oil Well Service Co. Employee Stock Ownership Planemployee stock ownership plan2024237$18.9M$79,737$22,341$57K
Oil Well Service Co. Employees 401(k) Plan401(k) plan2024124$4.9M$39,445—$2,184
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

2009: $26.6M2010: $30.4M2011: $35.2M2012: $40.6M2013: $44.8M2014: $41.0M2015: $30.6M2016: $30.4M2017: $28.2M2018: $25.1M2019: $27.7M2020: $26.5M2021: $31.7M2022: $27.0M2023: $24.1M2024: $23.8M$26.6M$44.8M$23.8M20092012201620202024
Combined net assets
2009: 4502010: 4612011: 4702012: 4942013: 5142014: 5472015: 5572016: 4752017: 4562018: 4512019: 4392020: 4352021: 3882022: 3902023: 4082024: 36145055736120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242361$23.8M$1.8M$392K
20232408$24.1M$1.8M$427K
20222390$27.0M$2.4M$435K
20212388$31.7M$1.9M$334K
20202435$26.5M$315K$329K
20192439$27.7M$1.5M$383K
20182451$25.1M$339K$268K
20172456$28.2M$352K$298K
20162475$30.4M$1.3M$422K
20152557$30.6M$2.0M$580K
20142547$41.0M$2.5M$879K
20132514$44.8M$1.8M$853K
20122494$40.6M$2.0M$782K
20112470$35.2M$2.2M$714K
20102461$30.4M$2.2M$760K
20092450$26.6M$1.7M$749K

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
Morgan Stanley Smith Barney LLCInvestment advisory (plan); Securities brokerage; Other services1$57,097
John Hancock USARecordkeeping and information management; Investment management1$2,184

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

Morgan Stanley Smith Barney LLC$57K
John Hancock USA$2,184

Questions and answers

How many retirement plans does Oil Well Service Co. have?

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

How much does Oil Well Service Co. contribute to its plans?

$1,764,960 in employer contributions across these plans in their latest plan years, about $11,242 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 Morgan Stanley Smith Barney LLC and John Hancock USA. 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.