401(k) · DOL Form 5500 · 2022
Oakbrook Corporation 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 261
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $36,997
- Avg per participant Low balance/head
Official DOL plan name: Oakbrook Corporation Salary Deferral Profit Sharing Plan · Sponsored by Oakbrook Corporation · Wisconsin · Real Estate
$10M in assets, 261 participants
Oakbrook Corporation's Oakbrook Corporation Salary Deferral Profit Sharing Plan reported $10M in total assets and 261 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #4,034 in Real Estate (5,057 peers)
Coverage in Wisconsin
Oakbrook Corporation Salary Deferral Profit Sharing Plan covers 261 participants in Wisconsin, about 46% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.
- #4,034
- in Real Estate (5,057 peers)
- -21.3%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oakbrook Corporation Salary Deferral Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Oakbrook Corporation Salary Deferral Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,656,189 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oakbrook Corporation Salary Deferral 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. Oakbrook Corporation Salary Deferral Profit Sharing Plan sits mid-pack in the medium band (261 participants).
EBSA filing schedule strip
Filing strip 391591030 · Oakbrook Corporation PY 2022 · 401(k)
Oakbrook Corporation Salary Deferral Profit Sharing Plan · $10M · 261 · 64th
- NET $10M
- BOOK 261
- VS-ST 64th
- BOY 401(k)
- SCH near First National Corporation of Picayune 401(k) Plan
- EBSA ind #4034
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 Real Estate retirement plans → · Plans in Wisconsin →
Oakbrook Corporation Salary Deferral Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$3M |
| Employer EIN | 391591030 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakbrook Corporation)
Sponsor-wide plan assets over time
All Oakbrook Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 41.94329667739519% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 261 | $10M |
| 2023 | 1 | 255 | $11M |
| 2024 | 1 | 265 | $14M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Oakbrook Corporation Salary Deferral Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is First National Corporation of Picayune 401(k) Plan in MS ($10M); by covered participants it is Pioneer Holdings Profit Sharing Plan in KY (261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- First National Corporation of Picayune 401(k) Plan (MS) $10M · 57
- Air Stream Air Conditioning Corp. Profit Sharing Plan & Trust (NY) $10M · 30
- Physicians' Practice Enhancement, LLC 401(k) Profit Sharing Plan (NJ) $10M · 145
- Z-Golf Course Food and Beverage Services, LLC 401(k) Profit Sharin (CA) $10M · 376
Similar participant headcount
Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.
- Pioneer Holdings Profit Sharing Plan (KY) 261 · 0 off
- Bind Benefits 401(k) Plan (MN) 261 · 0 off
- Williams Lumber Inc. 401(k) Profit Sharing Plan (NY) 261 · 0 off
- Arnold Companies, Inc. 401(k) Profit Sharing Plan (MN) 261 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.