401(k) · DOL Form 5500 · 2022

Oak Ridge Investments, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
11
Participants Small participant base
47th
Percentile by assets National rank
$374,153
Avg per participant High balance/head
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Official DOL plan name: Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust · Sponsored by Oak Ridge Investments, LLC · Illinois · Finance & Insurance

$4M in assets, 11 participants

Oak Ridge Investments, LLC's Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust reported $4M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,974 in Finance & Insurance (9,261 peers)

Oak Ridge Investments, LLC multi-year trail

Oak Ridge Investments, LLC's plans moved +41.7% in assets from 2022 to 2024; this filing shows Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust at $4M / 11 participants.

#2,974
in Finance & Insurance (9,261 peers)
-8.6%
assets change YoY

The plan reported a net loss of $385K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$4,115,683 47th percentile higher than 47% 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

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust is a small filing (11 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 364142388 · Oak Ridge Investments, LLC PY 2022 · 401(k)

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust · $4M · 11 · 47th

  • PHOTO $4M
  • PHOTO 11
  • PHOTO 47th
  • PHOTO 401(k)
  • PHOTO near Vantage Plastics 401(k) Plan
  • PHOTO ind #2974

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 Illinois →

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust in the asset neighbourhood

Oak Ridge Investments, LLC 401(k) Retirement Plan & TrustOak Ridge Investments, LLC 4…$4MVantage Plastics 401(k) Plan$4MSli Enterprises 401(k) Profit Sharing PlanSli Enterprises 401(k) Profi…$4MRaymond Mickey Cohen & Son, Inc. Profit Sharing PlanRaymond Mickey Cohen & Son, …$4MAmti 401(k) Plan$4M
End-of-year total assets ($M) among Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oak Ridge Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oak Ridge Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 41.68873064324925% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.12M $5.83M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 11 $5M
2024 1 11 $6M

Oak Ridge Investments, LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$385K
Employer EIN364142388
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust, Total assets ($B): 0.004115683 · Participants: 11Oak Ridge Investments, LLC 401(k) Retirement Plan & TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Vantage Plastics 401(k) Plan in MI ($4M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust assets move in 2022? ▼
Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust pulled back noticeably - down 8.6% during 2022, from $5M to $4M. Reported net income was -$385K.
How have Oak Ridge Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Ridge Investments, LLC's sponsor-wide assets grew 41.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vantage Plastics 401(k) Plan in MI ($4M, 219 participants).
Which 401(k) plans cover a similar participant headcount to Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K 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 364142388.

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.