401(k) · DOL Form 5500 · 2022

Iron Oak Home Loans, Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
31st
Percentile by assets National rank
$279,241
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iron Oak Home Loans Employee Profit Sharing Plan 401(k) · Sponsored by Iron Oak Home Loans, Inc · California · Real Estate

$2M in assets, 6 participants

Iron Oak Home Loans, Inc's Iron Oak Home Loans Employee Profit Sharing Plan 401(k) reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,513 in Real Estate (5,057 peers)

Iron Oak Home Loans, Inc multi-year trail

Iron Oak Home Loans, Inc's plans moved +22.7% in assets from 2022 to 2024; this filing shows Iron Oak Home Loans Employee Profit Sharing Plan 401(k) at $2M / 6 participants.

#2,513
in Real Estate (5,057 peers)
+17.7%
assets growth YoY

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) among the smaller filed plans by assets

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) vs every filed plan by assets

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

$1,675,443 31st percentile higher than 31% 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

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iron Oak Home Loans Employee Profit Sharing Plan 401(k) is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 680441197 · Iron Oak Home Loans, Inc PY 2022 · 401(k)

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) · $2M · 6 · 31st

  • IND $2M
  • IND 6
  • IND 31st
  • IND 401(k)
  • IND near R & L Dentistry, LLC Profit Sharing Plan
  • IND ind #2513

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 Real Estate retirement plans → · Plans in California →

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) in the asset neighbourhood

Iron Oak Home Loans Employee Profit Sharing Plan 401(k)Iron Oak Home Loans Employee…$2MR & L Dentistry, LLC Profit Sharing PlanR & L Dentistry, LLC Profit …$2MInterim Healthcare of the Triad, Inc Retirement Savings PlanInterim Healthcare of the Tr…$2MWeir Chevrolet, Inc. 401(k) PlanWeir Chevrolet, Inc. 401(k) …$2MCarpets Wholesale, Inc. 401(k) Profit Sharing PlanCarpets Wholesale, Inc. 401(…$2M
End-of-year total assets ($M) among Iron Oak Home Loans Employee Profit Sharing Plan 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iron Oak Home Loans, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Iron Oak Home Loans, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 22.661528921007758% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.68M $2.06M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 6 $2M

Iron Oak Home Loans, Inc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$290K
Employer EIN680441197
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Iron Oak Home Loans Employee Profit Sharing Plan 401(k), Total assets ($B): 0.001675443 · Participants: 6Iron Oak Home Loans Employee Profit Sharing Plan 401(k)Wells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Iron Oak Home Loans Employee Profit Sharing Plan 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Iron Oak Home Loans Employee Profit Sharing Plan 401(k) side-by-side with 3 peers →

Iron Oak Home Loans Employee Profit Sharing Plan 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is R & L Dentistry, LLC Profit Sharing Plan in SC ($2M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Iron Oak Home Loans Employee Profit Sharing Plan 401(k) assets move in 2022? ▼
Iron Oak Home Loans Employee Profit Sharing Plan 401(k) grew sharply - up 17.7% during 2022, from $1M to $2M. Reported net income was $290K.
How have Iron Oak Home Loans, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iron Oak Home Loans, Inc's sponsor-wide assets grew 22.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Iron Oak Home Loans Employee Profit Sharing Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is R & L Dentistry, LLC Profit Sharing Plan in SC ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Iron Oak Home Loans Employee Profit Sharing Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 680441197.

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.