401(k) · DOL Form 5500 · 2022

Athletics Investment Group LLC Dba Oakland Athletics Baseball Company 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,309
Participants Near avg headcount
82nd
Percentile by assets National rank
$21,485
Avg per participant Low balance/head
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Official DOL plan name: Athletics Investment Group 401(k) Plan · Sponsored by Athletics Investment Group LLC Dba Oakland Athletics Baseball Company · California · Arts, Entertainment & Recreation

$28M in assets, 1,309 participants

Athletics Investment Group LLC Dba Oakland Athletics Baseball Company's Athletics Investment Group 401(k) Plan reported $28M in total assets and 1,309 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,733 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in California

Athletics Investment Group 401(k) Plan covers 1,309 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $28M.

#2,733
in Arts, Entertainment & Recreation (3,077 peers)
-20.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Athletics Investment Group 401(k) Plan's outsized position by total assets

Athletics Investment Group 401(k) Plan vs every filed plan by assets

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

$28,123,411 Top 18% higher than 82% 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

Athletics Investment Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athletics Investment Group 401(k) Plan lands in the large band (1,309 participants).

Published 5500 schedule card

Filing strip 943232189 · Athletics Investment Group LLC Dba Oakland Athletics Baseball Company PY 2022 · 401(k)

Athletics Investment Group 401(k) Plan · $28M · 1,309 · 82nd

  • BOOK $28M
  • BOOK 1,309
  • BOOK 82nd
  • BOOK 401(k)
  • BOOK near Ranch and Home Supply, LLC 401(k) Plan
  • BOOK ind #2733

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Athletics Investment Group 401(k) Plan in the asset neighbourhood

Long Island Plastic Surgical Group, P.C. 401(k) Savings PlanLong Island Plastic Surgical…$28MPinnacle Asset Integrity Services 401(k) PlanPinnacle Asset Integrity Ser…$28MAthletics Investment Group 401(k) PlanAthletics Investment Group 4…$28MRanch and Home Supply, LLC 401(k) PlanRanch and Home Supply, LLC 4…$28MInnovance, Inc. 401(k) Plan$28M
End-of-year total assets ($M) among Athletics Investment Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$28M
Net Income-$7M
Employer EIN943232189
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athletics Investment Group LLC Dba Oakland Athletics Baseball Company)

Sponsor-wide plan assets over time

All Athletics Investment Group LLC Dba Oakland Athletics Baseball Company plans reported in each filing year

Latest sponsor-wide plan assets
$109M 21.708901937714288% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89.8M $109M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 1,468 $90M
2023 2 1,616 $103M
2024 2 1,514 $109M

Nearby 401(k) Plans in California

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

Athletics Investment Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Athletics Investment Group 401(k) Plan, Total assets ($B): 0.028123411 · Participants: 1309Athletics Investment Group 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
Athletics Investment Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Athletics Investment Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ranch and Home Supply, LLC 401(k) Plan in MT ($28M); by covered participants it is Berkadia 401(k) Retirement Plan in PA (1,309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,309 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 Athletics Investment Group 401(k) Plan assets move in 2022?
Athletics Investment Group 401(k) Plan declined sharply - down 20.1% during 2022, from $35M to $28M. Reported net income was -$7M.
How have Athletics Investment Group LLC Dba Oakland Athletics Baseball Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Athletics Investment Group LLC Dba Oakland Athletics Baseball Company's sponsor-wide assets grew 21.7%, from $90M to $109M.
Where does Athletics Investment Group 401(k) Plan rank by assets among Form 5500 filers?
Athletics Investment Group 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Athletics Investment Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Ranch and Home Supply, LLC 401(k) Plan in MT ($28M, 1,199 participants).
Which 401(k) plans cover a similar participant headcount to Athletics Investment Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Berkadia 401(k) Retirement Plan in PA (1,309 participants, $220M in assets).