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Employer · plans filed under one EIN

Oldenburg Group Incorporated

Glendale, WI · 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.

$24.1Mnet assets across plans
369participant records94 active
$162Kemployer contributions, latest plan years$1,721 per active record
$52KSchedule C compensation to organisations$139.70 per participant record

Oldenburg Group Incorporated, based in Glendale, Wisconsin, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 369 participant records and $24.1M in net assets.

The largest is Oldenburg Group Incorporated Savings Plan, a 401(k) plan with 206 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 $162K and participant contributions $465K in the latest plan years; benefits paid were $2.5M. Schedule C compensation reported to service provider organisations totalled $52K.

Combined net assets moved from $24.7M in 2009 to $21.0M in 2025 (down 15%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Oldenburg Group Incorporated Savings Plan401(k) plan2025206$21.0M$102,123$1,721$19K
Lake Shore, Inc. Steelworkers Pension Plandefined benefit pension plan2024163$3.0M$18,521—$33K
US median, plan year 2024: DC plans $53,089 per participant, $2,174 employer contribution per active participant; DB plans $86,073 and $10,170.

Trend by plan year

2009: $24.7M2010: $27.7M2011: $27.5M2012: $31.8M2013: $36.1M2014: $36.9M2015: $35.4M2016: $26.2M2017: $27.2M2018: $23.3M2019: $27.2M2020: $30.0M2021: $30.6M2022: $22.9M2023: $23.8M2024: $22.5M2025: $21.0M$24.7M$36.9M$21.0M200920122016202020242025
Combined net assets
2009: 8942010: 8732011: 8882012: 8742013: 8142014: 8652015: 8332016: 6172017: 5592018: 5162019: 4862020: 4452021: 4302022: 4122023: 3732024: 3602025: 206894206200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20251206$21.0M$162K$465K
20242360$22.5M$146K$426K
20232373$23.8M$223K$401K
20222412$22.9M$254K$390K
20212430$30.6M$117K$714K
20202445$30.0M$462K$416K
20192486$27.2M$538K$511K
20182516$23.3M$384K$529K
20172559$27.2M$453K$574K
20162617$26.2M$811K$1.4M
20152833$35.4M$660K$1.6M
20142865$36.9M$591K$1.5M
20132814$36.1M$624K$1.5M
20122874$31.8M$667K$1.7M
20112888$27.5M$866K$1.7M
20102873$27.7M$685K$1.6M
20092894$24.7M$865K$1.6M

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
CliftonLarsonAllen LLPAccounting (including auditing); Claims processing2$21,683
Egps, LLCActuarial; Recordkeeping and information management1$13,800
US BankAccounting (including auditing)1$9,343
Oneamerica Retirement Services LLCRecordkeeping and information management; Copying and duplicating; Participant loan processing; Participant communication1$6,725
Matrix Trust CompanyCustodial (securities); Trustee (bank, trust company, or similar financial institution); Trustee (directed)1$0

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

CliftonLarsonAllen LLP$22K
Egps, LLC$14K
US Bank$9,343
Oneamerica Retirement Services LLC$6,725
Matrix Trust Company$0

Questions and answers

How many retirement plans does Oldenburg Group Incorporated have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Oldenburg Group Incorporated Savings Plan and Lake Shore, Inc. Steelworkers Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Oldenburg Group Incorporated contribute to its plans?

$161,733 in employer contributions across these plans in their latest plan years, about $1,721 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 CliftonLarsonAllen LLP, Egps, LLC, US Bank and Oneamerica Retirement Services LLC 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 Sep 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 Sep 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.