Department of Labor filing

O'GORMAN BROTHERS, INC.

O'GORMAN BROTHERS, INC. RETIREMENT PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jun 18, 2026Verified current terms Not available

Plan summary

What matters most

This plan has a documented employer contribution and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.

58Fair plan health
high confidence
See what drives the plan health score
Employer contributions versus peers44/10030% of the full model
Lower reported administrative cost23/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Participant-loan burden100/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

he Plan, based on the value of their account on the immediately preceding valuation date.

02 · What it could be worthSee formula

The official filing does not support a reliable dollar example.

09 · Employer contribution vs. peers44th percentile

Up 0.0% over the filing history shown.

What still needs verification

vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202538out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions44th percentileTypical peer $1,879 · based on 35,497 comparable plans
Lower reported administrative expense23rd percentileTypical peer $96 · based on 31,706 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, O'GORMAN BROTHERS, INC. reported $64,871 in employer contributions across this plan, or $1,663 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating39

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison38/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$64,871
$1,663 per active participant
Participant contributions
$121,999
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
34.7%
Active participants
39
Small plan
Total participants
41
50 at the beginning of the year
Ending assets
$1,448,012
$35,317 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$1,268,905
Ending net assets
$1,448,012
Beginning liabilities
$0
Ending liabilities
$0
Total income
$396,881
Total expenses
$217,774
Administrative expenses
$17,459
$426 per active participant
Participant loans
$586
0.0% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$1,663
Administrative cost per participant
2025
$426
Active participants
2025
39
Total plan assets
2025
$1,448,012
Participant loans as a share of assets
2025
0.0%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$1,663391.4M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
0.0%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
223377281-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Mar 15, 2020
Industry
Construction
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Jun 23, 2026GORMAN RUPP CO — 11-K filed 2026-06-23
Official filing · details not yet checked
What it says about employer contributions

he Plan, based on the value of their account on the immediately preceding valuation date. Rollovers are currently allowed by the Plan. Contributions from Plan participants and the matching contributions from the Employer are recorded in the year in which the employee contributions are withheld from compensation. 9 The Gorman-Rupp Company 401(k) Plan Notes to Financial Statements December 31, 2025 and 2024, and Year Ended December 31, 2025 1. Description of the Plan (Continued) Participant Accounts Each participant’s account is credited with the participant’s contributions and allocations of the Company’s contributions and allocations of Plan earnings. Allocations are based on participant earnings or account balances, as defined. The benefit to which a participant is entitled is the benefit

What it says about vesting

rnings or account balances, as defined. The benefit to which a participant is entitled is the benefit that can be provided from the participant’s account. Vesting Participants are immediately vested in their contributions plus actual earnings thereon. Vesting in the Company age and service contribution is based on years of continuous service; a participant is 100% vested after three years of service. Forfeitures Upon termination of employment, participants forfeit their nonvested balances. If a participant is rehired within a 5-year period, the forfeited contributions are reinstated. Forfeited balances of terminated participant’s nonvested accounts are used to reduce future Company contributions. Unallocated forfeitures balances as of December 31, 2025 and 2024 were $2,555 and $2,882, resp

What it says about fees

ir unpaid principal balance plus any accrued but unpaid interest. Interest income on notes receivable from participants is recorded when it is earned. Related fees are recorded as administrative expenses and are expensed when they are incurred. No allowance for credit losses has been recorded as of December 31, 2025 or 2024. If a participant ceases to make loan repayments and the Plan Administrator deems the participant loan to be a distribution, the participant loan balance is reduced and a benefit payment is recorded. Common Collective Trust The Federated Capital Preservation Fund (Class R6) is a common collective trust. The Fund holds guaranteed investment contracts (traditional GICs), separate account guaranteed investment contracts (separate account GICs) and synthetic guaranteed inve

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260618124730NAL0002079171001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗