401(k) · DOL Form 5500 · 2022

Twin Oaks Estate, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
141
Participants Small participant base
34th
Percentile by assets National rank
$14,033
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Twin Oaks Estate 401(k) Profit Sharing Plan · Sponsored by Twin Oaks Estate, Inc. · Missouri · Healthcare & Social Assistance

$2M in assets, 141 participants

Twin Oaks Estate, Inc.'s Twin Oaks Estate 401(k) Profit Sharing Plan reported $2M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,929 in Healthcare & Social Assistance (20,060 peers)

Coverage in Missouri

Twin Oaks Estate 401(k) Profit Sharing Plan covers 141 participants in Missouri, about 19% of the average Missouri filer (state average ~737 per filing). Assets: $2M.

#6,929
in Healthcare & Social Assistance (20,060 peers)
-14.4%
assets change YoY

The plan reported a net loss of $333K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Twin Oaks Estate 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Twin Oaks Estate 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,978,647 34th percentile higher than 34% 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

Twin Oaks Estate 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Twin Oaks Estate 401(k) Profit Sharing Plan sits mid-pack in the medium band (141 participants).

Published 5500 schedule card

Filing strip 431216334 · Twin Oaks Estate, Inc. PY 2022 · 401(k)

Twin Oaks Estate 401(k) Profit Sharing Plan · $2M · 141 · 34th

  • TYPE $2M
  • NET 141
  • BOOK 34th
  • VS-ST 401(k)
  • BOY near Scimed Solutions 401(k) Plan
  • SCH ind #6929

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Twin Oaks Estate 401(k) Profit Sharing Plan in the asset neighbourhood

Twin Oaks Estate 401(k) Profit Sharing PlanTwin Oaks Estate 401(k) Prof…$2MScimed Solutions 401(k) Plan$2MJohn R. Westine, Dds, PA Profit Sharing PlanJohn R. Westine, Dds, PA Pro…$2M401(k) Plan for the Qualified Employees of International Legal Technology Association401(k) Plan for the Qualifie…$2MSpeck Dealerships Employee 401(k) PlanSpeck Dealerships Employee 4…$2M
End-of-year total assets ($M) among Twin Oaks Estate 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$333K
Employer EIN431216334
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Twin Oaks Estate, Inc.)

Sponsor-wide plan assets over time

All Twin Oaks Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 46.57177354020197% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.98M $2.9M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 141 $2M
2023 1 149 $2M
2024 1 150 $3M

Nearby 401(k) Plans in Missouri

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

Twin Oaks Estate 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Twin Oaks Estate 401(k) Profit Sharing Plan, Total assets ($B): 0.001978647 · Participants: 141Twin Oaks Estate 401(k) Profit Sharing PlanBayer 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
Twin Oaks Estate 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Twin Oaks Estate 401(k) Profit Sharing Plan side-by-side with 3 peers →

Twin Oaks Estate 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Scimed Solutions 401(k) Plan in NC ($2M); by covered participants it is Bel Red Energy Solutions 401(k) Plan in WA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Twin Oaks Estate 401(k) Profit Sharing Plan assets move in 2022? ▼
Twin Oaks Estate 401(k) Profit Sharing Plan pulled back noticeably - down 14.4% during 2022, from $2M to $2M. Reported net income was -$333K.
How have Twin Oaks Estate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twin Oaks Estate, Inc.'s sponsor-wide assets grew 46.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Twin Oaks Estate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scimed Solutions 401(k) Plan in NC ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Twin Oaks Estate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bel Red Energy Solutions 401(k) Plan in WA (141 participants, 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 431216334.

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.