Ozburn-Hessey Logistics
Plan context: Ozburn-Hessey 401K Retirement & Savings Plan
EIN 62-1628798 • 55 filings • 14 plans
Current Snapshot
Latest Year
2024
2024 Participants
14,100
2024 Assets
$341,305,638
2024 Contributions
$44,160,995
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 14,100 | $341,305,638 | $44,160,995 | $3,132iApproximate average salary by contribution assumption: employee only about $78,300 at 4% or $52,200 at 6%; with 50% employer match about $52,200 at 4% or $34,800 at 6%; with 100% employer match about $39,150 at 4% or $26,100 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 14,100 | $341,305,638 | $44,160,995 | $3,132iApproximate average salary by contribution assumption: employee only about $78,300 at 4% or $52,200 at 6%; with 50% employer match about $52,200 at 4% or $34,800 at 6%; with 100% employer match about $39,150 at 4% or $26,100 at 6%. |
| 2023 | 2 | 15,943 | $302,535,643 | $50,158,454 | $3,146iApproximate average salary by contribution assumption: employee only about $78,653 at 4% or $52,435 at 6%; with 50% employer match about $52,435 at 4% or $34,957 at 6%; with 100% employer match about $39,326 at 4% or $26,218 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 15,943 | $302,535,643 | $50,158,454 | $3,146iApproximate average salary by contribution assumption: employee only about $78,653 at 4% or $52,435 at 6%; with 50% employer match about $52,435 at 4% or $34,957 at 6%; with 100% employer match about $39,326 at 4% or $26,218 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 12,998 | - | - | - |
| 2022 | 2 | 16,943 | $242,089,834 | $44,759,462 | $2,642iApproximate average salary by contribution assumption: employee only about $66,044 at 4% or $44,029 at 6%; with 50% employer match about $44,029 at 4% or $29,353 at 6%; with 100% employer match about $33,022 at 4% or $22,015 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 16,943 | $242,089,834 | $44,759,462 | $2,642iApproximate average salary by contribution assumption: employee only about $66,044 at 4% or $44,029 at 6%; with 50% employer match about $44,029 at 4% or $29,353 at 6%; with 100% employer match about $33,022 at 4% or $22,015 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 15,101 | - | - | - |
| 2021 | 2 | 14,302 | $270,534,511 | $37,507,092 | $2,623iApproximate average salary by contribution assumption: employee only about $65,563 at 4% or $43,708 at 6%; with 50% employer match about $43,708 at 4% or $29,139 at 6%; with 100% employer match about $32,781 at 4% or $21,854 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 11,665 | $270,534,511 | $37,507,092 | $3,215iApproximate average salary by contribution assumption: employee only about $80,384 at 4% or $53,589 at 6%; with 50% employer match about $53,589 at 4% or $35,726 at 6%; with 100% employer match about $40,192 at 4% or $26,795 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 14,302 | - | - | - |
| 2020 | 2 | 13,423 | $227,570,358 | $31,538,387 | $2,350iApproximate average salary by contribution assumption: employee only about $58,739 at 4% or $39,160 at 6%; with 50% employer match about $39,160 at 4% or $26,106 at 6%; with 100% employer match about $29,370 at 4% or $19,580 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 10,951 | $227,570,358 | $31,538,387 | $2,880iApproximate average salary by contribution assumption: employee only about $71,999 at 4% or $47,999 at 6%; with 50% employer match about $47,999 at 4% or $31,999 at 6%; with 100% employer match about $35,999 at 4% or $24,000 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 13,423 | - | - | - |
| 2019 | 2 | 14,479 | $213,328,824 | $31,224,278 | $2,157iApproximate average salary by contribution assumption: employee only about $53,913 at 4% or $35,942 at 6%; with 50% employer match about $35,942 at 4% or $23,961 at 6%; with 100% employer match about $26,957 at 4% or $17,971 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 12,571 | $213,328,824 | $31,224,278 | $2,484iApproximate average salary by contribution assumption: employee only about $62,096 at 4% or $41,397 at 6%; with 50% employer match about $41,397 at 4% or $27,598 at 6%; with 100% employer match about $31,048 at 4% or $20,699 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 14,479 | - | - | - |
| 2018 | 2 | 13,952 | $166,183,772 | $27,489,733 | $1,970iApproximate average salary by contribution assumption: employee only about $49,258 at 4% or $32,838 at 6%; with 50% employer match about $32,838 at 4% or $21,892 at 6%; with 100% employer match about $24,629 at 4% or $16,419 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 11,933 | $166,183,772 | $27,489,733 | $2,304iApproximate average salary by contribution assumption: employee only about $57,592 at 4% or $38,395 at 6%; with 50% employer match about $38,395 at 4% or $25,596 at 6%; with 100% employer match about $28,796 at 4% or $19,197 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 13,952 | - | - | - |
| 2017 | 2 | 11,085 | $138,894,553 | $22,231,208 | $2,006iApproximate average salary by contribution assumption: employee only about $50,138 at 4% or $33,425 at 6%; with 50% employer match about $33,425 at 4% or $22,284 at 6%; with 100% employer match about $25,069 at 4% or $16,713 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 10,955 | $138,894,553 | $22,231,208 | $2,029iApproximate average salary by contribution assumption: employee only about $50,733 at 4% or $33,822 at 6%; with 50% employer match about $33,822 at 4% or $22,548 at 6%; with 100% employer match about $25,367 at 4% or $16,911 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 11,085 | - | - | - |
| 2016 | 2 | 9,722 | $110,305,035 | $19,612,697 | $2,017iApproximate average salary by contribution assumption: employee only about $50,434 at 4% or $33,623 at 6%; with 50% employer match about $33,623 at 4% or $22,415 at 6%; with 100% employer match about $25,217 at 4% or $16,811 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 9,722 | $110,305,035 | $19,612,697 | $2,017iApproximate average salary by contribution assumption: employee only about $50,434 at 4% or $33,623 at 6%; with 50% employer match about $33,623 at 4% or $22,415 at 6%; with 100% employer match about $25,217 at 4% or $16,811 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 9,364 | - | - | - |
| 2015 | 2 | 9,042 | $94,318,414 | $16,117,473 | $1,783iApproximate average salary by contribution assumption: employee only about $44,563 at 4% or $29,709 at 6%; with 50% employer match about $29,709 at 4% or $19,806 at 6%; with 100% employer match about $22,281 at 4% or $14,854 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 8,887 | $94,318,414 | $16,117,473 | $1,814iApproximate average salary by contribution assumption: employee only about $45,340 at 4% or $30,227 at 6%; with 50% employer match about $30,227 at 4% or $20,151 at 6%; with 100% employer match about $22,670 at 4% or $15,113 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 9,042 | - | - | - |
| 2014 | 2 | 7,319 | $89,547,747 | $14,263,295 | $1,949iApproximate average salary by contribution assumption: employee only about $48,720 at 4% or $32,480 at 6%; with 50% employer match about $32,480 at 4% or $21,653 at 6%; with 100% employer match about $24,360 at 4% or $16,240 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 7,319 | $89,547,747 | $14,263,295 | $1,949iApproximate average salary by contribution assumption: employee only about $48,720 at 4% or $32,480 at 6%; with 50% employer match about $32,480 at 4% or $21,653 at 6%; with 100% employer match about $24,360 at 4% or $16,240 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 7,192 | - | - | - |
| 2013 | 2 | 6,405 | $78,988,648 | $11,881,825 | $1,855iApproximate average salary by contribution assumption: employee only about $46,377 at 4% or $30,918 at 6%; with 50% employer match about $30,918 at 4% or $20,612 at 6%; with 100% employer match about $23,189 at 4% or $15,459 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 6,273 | $78,988,648 | $11,881,825 | $1,894iApproximate average salary by contribution assumption: employee only about $47,353 at 4% or $31,569 at 6%; with 50% employer match about $31,569 at 4% or $21,046 at 6%; with 100% employer match about $23,677 at 4% or $15,784 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 6,405 | - | - | - |
| 2012 | 2 | 5,586 | $65,482,230 | $10,596,216 | $1,897iApproximate average salary by contribution assumption: employee only about $47,423 at 4% or $31,615 at 6%; with 50% employer match about $31,615 at 4% or $21,077 at 6%; with 100% employer match about $23,712 at 4% or $15,808 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 5,569 | $65,482,230 | $10,596,216 | $1,903iApproximate average salary by contribution assumption: employee only about $47,568 at 4% or $31,712 at 6%; with 50% employer match about $31,712 at 4% or $21,141 at 6%; with 100% employer match about $23,784 at 4% or $15,856 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 5,586 | - | - | - |
| 2011 | 2 | 5,485 | $58,748,733 | $7,781,450 | $1,419iApproximate average salary by contribution assumption: employee only about $35,467 at 4% or $23,645 at 6%; with 50% employer match about $23,645 at 4% or $15,763 at 6%; with 100% employer match about $17,733 at 4% or $11,822 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 5,485 | $58,748,733 | $7,781,450 | $1,419iApproximate average salary by contribution assumption: employee only about $35,467 at 4% or $23,645 at 6%; with 50% employer match about $23,645 at 4% or $15,763 at 6%; with 100% employer match about $17,733 at 4% or $11,822 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 5,000 | - | - | - |
| 2010 | 2 | 5,003 | $60,067,927 | $6,466,378 | $1,293iApproximate average salary by contribution assumption: employee only about $32,313 at 4% or $21,542 at 6%; with 50% employer match about $21,542 at 4% or $14,361 at 6%; with 100% employer match about $16,156 at 4% or $10,771 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 4,889 | $60,067,927 | $6,466,378 | $1,323iApproximate average salary by contribution assumption: employee only about $33,066 at 4% or $22,044 at 6%; with 50% employer match about $22,044 at 4% or $14,696 at 6%; with 100% employer match about $16,533 at 4% or $11,022 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 5,003 | - | - | - |
| 2009 | 2 | 4,571 | $52,356,397 | $6,084,115 | $1,331iApproximate average salary by contribution assumption: employee only about $33,276 at 4% or $22,184 at 6%; with 50% employer match about $22,184 at 4% or $14,789 at 6%; with 100% employer match about $16,638 at 4% or $11,092 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 4,571 | $52,356,397 | $6,084,115 | $1,331iApproximate average salary by contribution assumption: employee only about $33,276 at 4% or $22,184 at 6%; with 50% employer match about $22,184 at 4% or $14,789 at 6%; with 100% employer match about $16,638 at 4% or $11,092 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 4,535 | - | - | - |
| 2008 | 2 | 4,978 | $43,849,224 | $8,672,734 | $1,742iApproximate average salary by contribution assumption: employee only about $43,555 at 4% or $29,037 at 6%; with 50% employer match about $29,037 at 4% or $19,358 at 6%; with 100% employer match about $21,778 at 4% or $14,518 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 4,978 | $43,849,224 | $8,672,734 | $1,742iApproximate average salary by contribution assumption: employee only about $43,555 at 4% or $29,037 at 6%; with 50% employer match about $29,037 at 4% or $19,358 at 6%; with 100% employer match about $21,778 at 4% or $14,518 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 3,689 | - | - | - |
| 2007 | 2 | 4,236 | $40,191,178 | $7,621,314 | $1,799iApproximate average salary by contribution assumption: employee only about $44,979 at 4% or $29,986 at 6%; with 50% employer match about $29,986 at 4% or $19,991 at 6%; with 100% employer match about $22,490 at 4% or $14,993 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 4,236 | $40,191,178 | $7,621,314 | $1,799iApproximate average salary by contribution assumption: employee only about $44,979 at 4% or $29,986 at 6%; with 50% employer match about $29,986 at 4% or $19,991 at 6%; with 100% employer match about $22,490 at 4% or $14,993 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 3,689 | - | - | - |
| 2006 | 2 | 3,118 | $33,542,712 | $4,566,103 | $1,464iApproximate average salary by contribution assumption: employee only about $36,611 at 4% or $24,407 at 6%; with 50% employer match about $24,407 at 4% or $16,271 at 6%; with 100% employer match about $18,305 at 4% or $12,204 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 3,118 | $33,542,712 | $4,566,103 | $1,464iApproximate average salary by contribution assumption: employee only about $36,611 at 4% or $24,407 at 6%; with 50% employer match about $24,407 at 4% or $16,271 at 6%; with 100% employer match about $18,305 at 4% or $12,204 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 2,678 | - | - | - |
| 2005 | 2 | 2,525 | $29,648,872 | $4,024,442 | $1,594iApproximate average salary by contribution assumption: employee only about $39,846 at 4% or $26,564 at 6%; with 50% employer match about $26,564 at 4% or $17,709 at 6%; with 100% employer match about $19,923 at 4% or $13,282 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 2,525 | $29,648,872 | $4,024,442 | $1,594iApproximate average salary by contribution assumption: employee only about $39,846 at 4% or $26,564 at 6%; with 50% employer match about $26,564 at 4% or $17,709 at 6%; with 100% employer match about $19,923 at 4% or $13,282 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 2,451 | - | - | - |
| 2004 | 3 | 2,249 | $18,230,850 | $2,318,810 | $1,031iApproximate average salary by contribution assumption: employee only about $25,776 at 4% or $17,184 at 6%; with 50% employer match about $17,184 at 4% or $11,456 at 6%; with 100% employer match about $12,888 at 4% or $8,592 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 2,249 | $18,230,850 | $2,318,810 | $1,031iApproximate average salary by contribution assumption: employee only about $25,776 at 4% or $17,184 at 6%; with 50% employer match about $17,184 at 4% or $11,456 at 6%; with 100% employer match about $12,888 at 4% or $8,592 at 6%. |
| Ozburn-Hessey Logistics LLC Flexible Benefits Plan | - | 0 | - | - | - |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 1,481 | - | - | - |
| 2003 | 3 | 1,491 | $15,780,197 | $2,299,251 | $1,542iApproximate average salary by contribution assumption: employee only about $38,552 at 4% or $25,701 at 6%; with 50% employer match about $25,701 at 4% or $17,134 at 6%; with 100% employer match about $19,276 at 4% or $12,851 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 1,478 | $15,780,197 | $2,299,251 | $1,556iApproximate average salary by contribution assumption: employee only about $38,891 at 4% or $25,928 at 6%; with 50% employer match about $25,928 at 4% or $17,285 at 6%; with 100% employer match about $19,446 at 4% or $12,964 at 6%. |
| Ozburn-Hessey Logistics LLC Flexible Benefits Plan | - | 1,491 | - | - | - |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 1,239 | - | - | - |
| 2002 | 3 | 1,050 | $6,035,748 | $1,452,029 | $1,383iApproximate average salary by contribution assumption: employee only about $34,572 at 4% or $23,048 at 6%; with 50% employer match about $23,048 at 4% or $15,365 at 6%; with 100% employer match about $17,286 at 4% or $11,524 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 1,050 | $6,035,748 | $1,452,029 | $1,383iApproximate average salary by contribution assumption: employee only about $34,572 at 4% or $23,048 at 6%; with 50% employer match about $23,048 at 4% or $15,365 at 6%; with 100% employer match about $17,286 at 4% or $11,524 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 995 | - | - | - |
| Ozburn-Hessey Logistics LLC Flexible Benefits Plan | - | 824 | - | - | - |
| 2001 | 3 | 726 | $0 | $0 | - |
| Ozburn-Hessey Logistics LLC Flexible Benefits Plan | - | 726 | - | - | - |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 653 | - | - | - |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 634 | - | - | - |
| 2000 | 2 | 624 | $6,334,123 | $795,235 | $1,274iApproximate average salary by contribution assumption: employee only about $31,860 at 4% or $21,240 at 6%; with 50% employer match about $21,240 at 4% or $14,160 at 6%; with 100% employer match about $15,930 at 4% or $10,620 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 582 | $6,334,123 | $795,235 | $1,366iApproximate average salary by contribution assumption: employee only about $34,160 at 4% or $22,773 at 6%; with 50% employer match about $22,773 at 4% or $15,182 at 6%; with 100% employer match about $17,080 at 4% or $11,387 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 624 | - | - | - |
| 1999 | 2 | 621 | $6,480,750 | $689,649 | $1,111iApproximate average salary by contribution assumption: employee only about $27,764 at 4% or $18,509 at 6%; with 50% employer match about $18,509 at 4% or $12,339 at 6%; with 100% employer match about $13,882 at 4% or $9,255 at 6%. |
| Ozburn-Hessey 401K Retirement & Savings Plan | - | 621 | $6,480,750 | $689,649 | $1,111iApproximate average salary by contribution assumption: employee only about $27,764 at 4% or $18,509 at 6%; with 50% employer match about $18,509 at 4% or $12,339 at 6%; with 100% employer match about $13,882 at 4% or $9,255 at 6%. |
| Ozburn Hessey Storage Company Health and Welfare Plan | - | 506 | - | - | - |