401(k) · DOL Form 5500 · 2022

1oak Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$67K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$66,811
Avg per participant Below avg balance/head
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Official DOL plan name: 1oak Investments, Inc. 401(k) Plan · Sponsored by 1oak Investments, Inc. · California · Other Services

$67K in assets, 1 participants

1oak Investments, Inc.'s 1oak Investments, Inc. 401(k) Plan reported $67K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #806 in Other Services (8,398 peers)

1oak Investments, Inc. multi-year trail

1oak Investments, Inc.'s plans moved +459.7% in assets from 2022 to 2024; this filing shows 1oak Investments, Inc. 401(k) Plan at $67K / 1 participant.

#806
in Other Services (8,398 peers)
-39.7%
assets change YoY

The plan reported a net loss of $44K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

1oak Investments, Inc. 401(k) Plan among the smaller filed plans by assets

1oak Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$66,811 4th percentile higher than 4% 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

1oak Investments, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 1oak Investments, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 844806983 · 1oak Investments, Inc. PY 2022 · 401(k)

1oak Investments, Inc. 401(k) Plan · $67K · 1 · 4th

  • ASSETS $67K
  • PCT 1
  • EIN 4th
  • RANK 401(k)
  • PHOTO near Maururu Inc 401(k) Plan
  • IND ind #806

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 Other Services retirement plans → · Plans in California →

1oak Investments, Inc. 401(k) Plan in the asset neighbourhood

1oak Investments, Inc. 401(k) Plan1oak Investments, Inc. 401(k…$67KMaururu Inc 401(k) Plan$67KVivid Ev LLC 401(k) Profit Sharing Plan & TrustVivid Ev LLC 401(k) Profit S…$67KNational Metal Industries Inc 401(k) Profit Sharing Plan & TrustNational Metal Industries In…$67KMoody Restaurant Group Inc 401(k) PlanMoody Restaurant Group Inc 4…$67K
End-of-year total assets ($M) among 1oak Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

1oak Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All 1oak Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$374K 459.7431560671147% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.07M $0.37M ▲ +428.6%
Year Plans Participants Total Assets
2022 1 1 $67K
2023 1 1 N/A
2024 1 1 $374K

1oak Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$111K
Net Assets (End of Year)$67K
Net Income-$44K
Employer EIN844806983
Plan Effective Date2020-02-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

1oak Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 1oak Investments, Inc. 401(k) Plan, Total assets ($B): 0.000066811 · Participants: 11oak Investments, Inc. 401(k) PlanWells 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
1oak Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare 1oak Investments, Inc. 401(k) Plan side-by-side with 3 peers →

1oak Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Maururu Inc 401(k) Plan in NJ ($67K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 1oak Investments, Inc. 401(k) Plan assets move in 2022? ▼
1oak Investments, Inc. 401(k) Plan contracted severely - down 39.7% during 2022, from $111K to $67K. Reported net income was -$44K.
How have 1oak Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 1oak Investments, Inc.'s sponsor-wide assets grew 459.7%, from $67K to $374K.
Where does 1oak Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
1oak Investments, Inc. 401(k) Plan ranks in the 4th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to 1oak Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maururu Inc 401(k) Plan in NJ ($67K, 3 participants).
Which 401(k) plans cover a similar participant headcount to 1oak Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 844806983.

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.