401(k) · DOL Form 5500 · 2022

Pacific Oak Holding Group, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
50
Participants Small participant base
30th
Percentile by assets National rank
$31,475
Avg per participant Low balance/head
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Official DOL plan name: Pacific Oak Holding Group, LLC 401(k) Plan · Sponsored by Pacific Oak Holding Group, LLC · California · Finance & Insurance

$2M in assets, 50 participants

Pacific Oak Holding Group, LLC's Pacific Oak Holding Group, LLC 401(k) Plan reported $2M in total assets and 50 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.

  • #1,890 in Finance & Insurance (9,261 peers)

Pacific Oak Holding Group, LLC multi-year trail

Pacific Oak Holding Group, LLC's plans moved +262.0% in assets from 2022 to 2024; this filing shows Pacific Oak Holding Group, LLC 401(k) Plan at $2M / 50 participants.

#1,890
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY

The plan reported a net loss of $275K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pacific Oak Holding Group, LLC 401(k) Plan among the smaller filed plans by assets

Pacific Oak Holding Group, LLC 401(k) Plan vs every filed plan by assets

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

$1,573,751 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

Pacific Oak Holding Group, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pacific Oak Holding Group, LLC 401(k) Plan is a small filing (50 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 825505583 · Pacific Oak Holding Group, LLC PY 2022 · 401(k)

Pacific Oak Holding Group, LLC 401(k) Plan · $2M · 50 · 30th

  • RANK $2M
  • RANK 50
  • RANK 30th
  • RANK 401(k)
  • RANK near Ml Healthcare
  • RANK ind #1890

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 Finance & Insurance retirement plans → · Plans in California →

Pacific Oak Holding Group, LLC 401(k) Plan in the asset neighbourhood

Pacific Oak Holding Group, LLC 401(k) PlanPacific Oak Holding Group, L…$2MMl Healthcare$2MCircuitronics LLC 401(k) Plan$2MKentucky School Boards Association 401(k) Profit Sharing PlanKentucky School Boards Assoc…$2MHuman Solutions Inc 401(k) Profit Sharing Plan and TrustHuman Solutions Inc 401(k) P…$2M
End-of-year total assets ($M) among Pacific Oak Holding Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pacific Oak Holding Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Pacific Oak Holding Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 262.0272838587553% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.57M $5.7M ▲ +263.1%
Year Plans Participants Total Assets
2022 1 50 $2M
2023 1 47 $4M
2024 1 47 $6M

Pacific Oak Holding Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$275K
Employer EIN825505583
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Pacific Oak Holding Group, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pacific Oak Holding Group, LLC 401(k) Plan, Total assets ($B): 0.001573751 · Participants: 50Pacific Oak Holding Group, LLC 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
Pacific Oak Holding Group, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pacific Oak Holding Group, LLC 401(k) Plan side-by-side with 3 peers →

Pacific Oak Holding Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ml Healthcare in TX ($2M); by covered participants it is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Pacific Oak Holding Group, LLC 401(k) Plan assets move in 2022? ▼
Pacific Oak Holding Group, LLC 401(k) Plan pulled back noticeably - down 14.9% during 2022, from $2M to $2M. Reported net income was -$275K.
How have Pacific Oak Holding Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Oak Holding Group, LLC's sponsor-wide assets grew 262.0%, from $2M to $6M.
Which 401(k) plans are similar in size to Pacific Oak Holding Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ml Healthcare in TX ($2M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Pacific Oak Holding Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants, $5M 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 825505583.

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.