401(k) · DOL Form 5500 · 2022

Oakridge Country Club 401(k) Plan

Data updated 2026-05-15

$681K
Total assets
35
Participants
21th
Percentile by assets
$19,468
Avg per participant

Sponsored by Oakridge Country Club · Utah · Arts, Entertainment & Recreation

What the 2022 filing shows

Oakridge Country Club 401(k) Plan holds $681K for 35 participants - about $19,468 per participant, among the smaller plans by assets on file, down 31.0% over the 2022 plan year.

$681K
total plan assets (2022 EOY)
35
covered participants
21th
percentile by assets (of 139,258 plans)
$19,468
avg assets per participant

The plan reported a net loss of $306K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry
Arts, Entertainment & Recreation

401(k) · DOL Form 5500 · 2022

What the Filing Says About Oakridge Country Club 401(k) Plan

Oakridge Country Club 401(k) Plan is a 401(k) retirement plan sponsored by Oakridge Country Club, headquartered in Utah. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $681K in total end-of-year assets and covers 35 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 870231032, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets contracted severely from $987K at the beginning of 2022 to $681K at year-end - down 31.0%. Net assets (after liabilities) closed the year at $681K, with reported net income of -$306K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Oakridge Country Club 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)$987K
Total Assets (End of Year)$681K
Net Assets (End of Year)$681K
Net Income-$306K
Plan Type401(k)
Employer EIN870231032
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Frequently Asked Questions

How much money is in the Oakridge Country Club 401(k) Plan?
As of the 2022 Form 5500 filing, Oakridge Country Club 401(k) Plan holds $681K in total assets with 35 participants. It is sponsored by Oakridge Country Club.
What type of plan is Oakridge Country Club 401(k) Plan?
Oakridge Country Club 401(k) Plan is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 870231032.
Who sponsors the Oakridge Country Club 401(k) Plan?
Oakridge Country Club 401(k) Plan is sponsored by Oakridge Country Club, located in Utah. The sponsor's EIN is 870231032 and the plan operates in the Arts, Entertainment & Recreation industry.
How did Oakridge Country Club 401(k) Plan perform in 2022?
Oakridge Country Club 401(k) Plan contracted severely - down 31.0% during 2022, moving from $987K to $681K in total assets. Net income was -$306K.

What this filing means

Ways to act on Oakridge Country Club 401(k) Plan's numbers.

  • By total assets, Oakridge Country Club 401(k) Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 870231032.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.