401(k) · DOL Form 5500 · 2022

Oakes & Fosher LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
30th
Percentile by assets National rank
$164,833
Avg per participant Above avg balance/head
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Official DOL plan name: Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Oakes & Fosher LLC · Missouri · Professional & Technical Services

$1M in assets, 9 participants

Oakes & Fosher LLC's Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 30th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,591 in Professional & Technical Services (21,562 peers)

Oakes & Fosher LLC multi-year trail

Oakes & Fosher LLC's plans moved -13.1% in assets from 2022 to 2024; this filing shows Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust at $1M / 9 participants.

#5,591
in Professional & Technical Services (21,562 peers)
-2.0%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,483,499 30th percentile higher than 30% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 010797111 · Oakes & Fosher LLC PY 2022 · 401(k)

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust · $1M · 9 · 30th

  • IND $1M
  • EOY 9
  • 5500 30th
  • ASSETS 401(k)
  • PCT near Technical Applications & 401(k) Profit Sharing Plan & Trust
  • EIN ind #5591

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Missouri →

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Oakes & Fosher LLC 401(k) Profit Sharing Plan & TrustOakes & Fosher LLC 401(k) Pr…$1MTechnical Applications & 401(k) Profit Sharing Plan & TrustTechnical Applications & 401…$1MPilot Water Solutions LLC 401(k) Profit Sharing Plan & TrustPilot Water Solutions LLC 40…$1MJarvis Dreyer Glatte Larsen & Bunick LLP 401(k) Profit Sharing PlanJarvis Dreyer Glatte Larsen …$1MKemistre 8, LLC 401(k) Plan$1M
End-of-year total assets ($M) among Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oakes & Fosher LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oakes & Fosher LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.058384265847161% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M 202220232024 $1.48M $1.29M ▼ -12.8%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 9 $1M
2024 1 8 $1M

Oakes & Fosher LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$30K
Employer EIN010797111
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001483499 · Participants: 9Oakes & Fosher LLC 401(k) Profit Sharing Plan & TrustBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Technical Applications & 401(k) Profit Sharing Plan & Trust in NJ ($1M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust edged down modestly - down 2.0% during 2022, from $2M to $1M. Reported net income was -$30K.
How have Oakes & Fosher LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakes & Fosher LLC's sponsor-wide assets declined 13.1%, from $1M to $1M.
Which 401(k) plans are similar in size to Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Technical Applications & 401(k) Profit Sharing Plan & Trust in NJ ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010797111.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.