Plan Ledger DOL Form 5500 · updated monthly

Ollie's Bargain Outlet, Inc.401(k)

OLLIE'S BARGAIN OUTLET, INC. 401(K) RETIREMENT PLAN · HARRISBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.25%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Ollie's Bargain Outlet, Inc. reported $82,314 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $260 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.27% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,022nd-largest of 3,651 plans among Pennsylvania employers on file, and the 860th of 5,215 in retail trade. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 6,223 to 7,389 since 2022.

Plan summary
Net assets, end of year$36,854,100
Participants with balances1,532
Active participants7,389
Employer contributions$1,921,132
Employee contributions$4,279,579
Employer contribution per active participant$260
Average account balance$24,056
Benefits paid to participants$3,683,903
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.9M · 1,532 accts · $1.9M emplr
2023$29.3M · 1,246 accts · $454K emplr
2022$23.2M · 1,159 accts · $390K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,253
Investment management$58,061
Total administrative$82,314
The Ollie's Bargain Outlet, Inc. 401(k) match · 2024
Employer contribution per active participant$260
Median for plans this size$2,416
2024$260 per active participant
2023$67 per active participant
2022$63 per active participant

Ollie's Bargain Outlet, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WILMINGTON TRUST NATIONAL ASSOC · Investment advisory (plan)$58,061
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,253

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$82,314 · 0.25%
2023$64,349 · 0.24%
2022$66,490 · 0.27%
Same employer
Similar plansRetail Trade · Pennsylvania
Autobody Products, Inc. PA$37.0M · 0.06%
Norman's Gift Shops, Inc. PA$35.2M · 0.14%
Shipley Energy Company PA$34.8M · 0.29%
Pentec Health, Inc. PA$34.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251589489 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.