401(k) · DOL Form 5500 · 2022

Oakwood Capital Securities Inc 401(k) Plan

Data updated 2026-08-25

$159K
Total assets Small plan by assets
3
Participants Small participant base
9th
Percentile by assets National rank
$53,010
Avg per participant Low balance/head
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Official DOL plan name: Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust · Sponsored by Oakwood Capital Securities Inc · Minnesota · Finance & Insurance

$159K in assets, 3 participants

Oakwood Capital Securities Inc's Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust reported $159K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

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

Oakwood Capital Securities Inc multi-year trail

Oakwood Capital Securities Inc's plans moved +64.6% in assets from 2022 to 2023; this filing shows Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust at $159K / 3 participants.

#512
in Finance & Insurance (9,261 peers)
+28.3%
assets growth YoY

Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$159,029 9th percentile higher than 9% 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

Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 411589846 · Oakwood Capital Securities Inc PY 2022 · 401(k)

Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust · $159K · 3 · 9th

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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 Minnesota →

Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Oakwood Capital Securities 401(k) Profit Sharing Plan & TrustOakwood Capital Securities 4…$159KOfferman Enterprises Inc. 401(k) PlanOfferman Enterprises Inc. 40…$159KRapa Holdings, LLC Employees' Retirement PlanRapa Holdings, LLC Employees…$159KCaring Hearts Health Care Serv 401(k) Profit Sharing Plan & TrustCaring Hearts Health Care Se…$159KLebeouf Investments, Inc. 401(k) PlanLebeouf Investments, Inc. 40…$159K
End-of-year total assets ($M) among Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oakwood Capital Securities Inc multi-year asset trail

Sponsor-wide plan assets over time

All Oakwood Capital Securities Inc plans reported in each filing year

Latest sponsor-wide plan assets
$262K 64.59136383929976% vs 2022
2023 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 20222023 $0.16M $0.26M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 3 $159K
2023 2 3 $262K

Oakwood Capital Securities Inc filing trail (2022)

Total Assets (Beginning of Year)$124K
Net Assets (End of Year)$159K
Net Income$35K
Employer EIN411589846
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000159029 · Participants: 3Oakwood Capital Securities 401(k) Profit Sharing Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Offerman Enterprises Inc. 401(k) Plan in MI ($159K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust grew sharply - up 28.3% during 2022, from $124K to $159K. Reported net income was $35K.
How have Oakwood Capital Securities Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Oakwood Capital Securities Inc's sponsor-wide assets grew 64.6%, from $159K to $262K.
Where does Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Offerman Enterprises Inc. 401(k) Plan in MI ($159K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Oakwood Capital Securities 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 411589846.

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.