401(k) · DOL Form 5500 · 2022

Elderoak Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
4
Participants Small participant base
66th
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: Elderoak Properties, Inc. 401(k) Plan · Sponsored by Elderoak Properties, Inc. · California · Real Estate

$11M in assets, 4 participants

Elderoak Properties, Inc.'s Elderoak Properties, Inc. 401(k) Plan reported $11M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,112 in Real Estate (5,057 peers)

Elderoak Properties, Inc. multi-year trail

Elderoak Properties, Inc.'s plans moved +62.7% in assets from 2022 to 2024; this filing shows Elderoak Properties, Inc. 401(k) Plan at $11M / 4 participants.

#4,112
in Real Estate (5,057 peers)
-5.1%
assets change YoY

The plan reported a net loss of $573K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Elderoak Properties, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Elderoak Properties, Inc. 401(k) Plan vs every filed plan by assets

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

$10,585,624 Top 34% higher than 66% 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

Elderoak Properties, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elderoak Properties, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 204706426 · Elderoak Properties, Inc. PY 2022 · 401(k)

Elderoak Properties, Inc. 401(k) Plan · $11M · 4 · 66th

  • ASSETS $11M
  • ASSETS 4
  • ASSETS 66th
  • ASSETS 401(k)
  • ASSETS near Cornwell Quality Tools Company Profit Sharing 401(k) Plan
  • ASSETS ind #4112

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 California →

Elderoak Properties, Inc. 401(k) Plan in the asset neighbourhood

Elderoak Properties, Inc. 401(k) PlanElderoak Properties, Inc. 40…$11MCornwell Quality Tools Company Profit Sharing 401(k) PlanCornwell Quality Tools Compa…$11MNextitle & Affiliated Entities 401(k) Savings PlanNextitle & Affiliated Entiti…$11MRadiall USA 401(k) Profit Sharing PlanRadiall USA 401(k) Profit Sh…$11MHumberston Auto Group 401(k) Profit Sharing PlanHumberston Auto Group 401(k)…$11M
End-of-year total assets ($M) among Elderoak Properties, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Elderoak Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Elderoak Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 62.65121451508197% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.6M $17.2M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 4 $11M
2023 1 4 $12M
2024 1 4 $17M

Elderoak Properties, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$573K
Employer EIN204706426
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Elderoak Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Elderoak Properties, Inc. 401(k) Plan, Total assets ($B): 0.010585624 · Participants: 4Elderoak Properties, Inc. 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
Elderoak Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Elderoak Properties, Inc. 401(k) Plan side-by-side with 3 peers →

Elderoak Properties, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cornwell Quality Tools Company Profit Sharing 401(k) Plan in OH ($11M); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Elderoak Properties, Inc. 401(k) Plan assets move in 2022? ▼
Elderoak Properties, Inc. 401(k) Plan pulled back noticeably - down 5.1% during 2022, from $11M to $11M. Reported net income was -$573K.
How have Elderoak Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elderoak Properties, Inc.'s sponsor-wide assets grew 62.7%, from $11M to $17M.
Which 401(k) plans are similar in size to Elderoak Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cornwell Quality Tools Company Profit Sharing 401(k) Plan in OH ($11M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Elderoak Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (4 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 204706426.

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.