401(k) · DOL Form 5500 · 2022

National Oak Distributors, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
425
Participants Below avg headcount
71st
Percentile by assets National rank
$32,972
Avg per participant Low balance/head
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Official DOL plan name: National Oak Distributors, Inc. 401(k) Plan · Sponsored by National Oak Distributors, Inc. · Florida · Wholesale Trade

$14M in assets, 425 participants

National Oak Distributors, Inc.'s National Oak Distributors, Inc. 401(k) Plan reported $14M in total assets and 425 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,556 in Wholesale Trade (6,843 peers)

National Oak Distributors, Inc. multi-year trail

National Oak Distributors, Inc.'s plans moved +37.9% in assets from 2022 to 2024; this filing shows National Oak Distributors, Inc. 401(k) Plan at $14M / 425 participants.

#4,556
in Wholesale Trade (6,843 peers)
-12.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Oak Distributors, Inc. 401(k) Plan's outsized position by total assets

National Oak Distributors, Inc. 401(k) Plan vs every filed plan by assets

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

$14,013,000 Top 29% higher than 71% 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

National Oak Distributors, Inc. 401(k) 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. National Oak Distributors, Inc. 401(k) Plan sits mid-pack in the medium band (425 participants).

EBSA filing schedule strip

Filing strip 953180805 · National Oak Distributors, Inc. PY 2022 · 401(k)

National Oak Distributors, Inc. 401(k) Plan · $14M · 425 · 71st

  • PART $14M
  • TYPE 425
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Vancrest Health Care Center 401(k) Plan
  • BOY ind #4556

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 Wholesale Trade retirement plans → · Plans in Florida →

National Oak Distributors, Inc. 401(k) Plan in the asset neighbourhood

National Oak Distributors, Inc. 401(k) PlanNational Oak Distributors, I…$14MVancrest Health Care Center 401(k) PlanVancrest Health Care Center …$14MG&b Oil Company, Inc. 401(k) Profit Sharing PlanG&b Oil Company, Inc. 401(k)…$14MSouth Carolina Legal Services 401(k) Profit Sharing PlanSouth Carolina Legal Service…$14MMarsh Saldana, Inc. Salary Savings PlanMarsh Saldana, Inc. Salary S…$14M
End-of-year total assets ($M) among National Oak Distributors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

National Oak Distributors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All National Oak Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 37.90573039320631% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $19.3M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 425 $14M
2023 1 414 $17M
2024 1 379 $19M

National Oak Distributors, Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN953180805
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

National Oak Distributors, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants National Oak Distributors, Inc. 401(k) Plan, Total assets ($B): 0.014013 · Participants: 425National Oak Distributors, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
National Oak Distributors, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare National Oak Distributors, Inc. 401(k) Plan side-by-side with 3 peers →

National Oak Distributors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Vancrest Health Care Center 401(k) Plan in OH ($14M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 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 National Oak Distributors, Inc. 401(k) Plan assets move in 2022? ▼
National Oak Distributors, Inc. 401(k) Plan pulled back noticeably - down 12.7% during 2022, from $16M to $14M. Reported net income was -$2M.
How have National Oak Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Oak Distributors, Inc.'s sponsor-wide assets grew 37.9%, from $14M to $19M.
Which 401(k) plans are similar in size to National Oak Distributors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vancrest Health Care Center 401(k) Plan in OH ($14M, 1,205 participants).
Which 401(k) plans cover a similar participant headcount to National Oak Distributors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (425 participants, $32M 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 953180805.

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.