My Plan Facts

Employers › Illinois

Employer · plans filed under one EIN

Ozinga Ready Mix Concrete, Inc.

Mokena, IL · 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.

$45.9Mnet assets across plans
1,219participant records1,011 active
$1.7Memployer contributions, latest plan years$1,661 per active record
$104KSchedule C compensation to organisations$85.70 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Ozinga Ready Mix Concrete, Inc.'s employer identification number (Mokena, Illinois). Their latest filings total 1,219 participant records and $45.9M in net assets.

The largest is Ozinga Ready Mix Concrete, Inc. 401(k) Savings Plan, a 401(k) plan with 846 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 $1.7M and participant contributions $5.6M in the latest plan years; benefits paid were $3.8M. Schedule C compensation reported to service provider organisations totalled $104K.

Combined net assets moved from $548K in 2015 to $45.9M in 2024 (up 8270%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Ozinga Ready Mix Concrete, Inc. 401(k) Savings Plan401(k) plan2024846$23.1M$27,327$0$57K
Ozinga Ready Mix Concrete, Inc. Retirement Plan401(k) plan2024373$22.7M$60,990$5,850$48K
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: $548K2016: $5.1M2017: $10.2M2018: $13.2M2019: $19.8M2020: $25.9M2021: $32.7M2022: $30.5M2023: $37.8M2024: $45.9M$548K$45.9M2014201620202024
Combined net assets
2014: 6292015: 9082016: 9862017: 1,0492018: 1,0842019: 1,1202020: 1,0432021: 1,0912022: 1,0502023: 1,1152024: 1,2196291,2192014201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202421,219$45.9M$1.7M$5.6M
202321,115$37.8M$1.4M$4.8M
202221,050$30.5M$1.5M$4.7M
202121,091$32.7M$1.7M$4.4M
202021,043$25.9M$1.7M$3.9M
201921,120$19.8M$1.6M$3.5M
201821,084$13.2M$1.8M$2.8M
201721,049$10.2M$1.6M$2.0M
20162986$5.1M$1.5M$790K
20152908$548K$0$400K
20141629$0$0$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
Morgan Stanley Smith Barney LLCInvestment advisory (participants)2$78,730
Fidelity Investments InstitutionalParticipant loan processing2$25,740

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

Morgan Stanley Smith Barney LLC$79K
Fidelity Investments Institutional$26K

Questions and answers

How many retirement plans does Ozinga Ready Mix Concrete, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Ozinga Ready Mix Concrete, Inc. 401(k) Savings Plan and Ozinga Ready Mix Concrete, Inc. Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Ozinga Ready Mix Concrete, Inc. contribute to its plans?

$1,678,814 in employer contributions across these plans in their latest plan years, about $1,661 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 Fidelity Investments Institutional. 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.