401(k) · DOL Form 5500 · 2022

Oaks Club Room 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
201
Participants Below avg headcount
76th
Percentile by assets National rank
$89,469
Avg per participant Below avg balance/head
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Official DOL plan name: Oaks 401(k) Plan and Trust · Sponsored by Oaks Club Room · California · Arts, Entertainment & Recreation

$18M in assets, 201 participants

Oaks Club Room's Oaks 401(k) Plan and Trust reported $18M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,609 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in California

Oaks 401(k) Plan and Trust covers 201 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $18M.

#2,609
in Arts, Entertainment & Recreation (3,077 peers)
-20.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oaks 401(k) Plan and Trust's outsized position by total assets

Oaks 401(k) Plan and Trust vs every filed plan by assets

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

$17,983,290 Top 24% higher than 76% 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

Oaks 401(k) Plan and Trust 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. Oaks 401(k) Plan and Trust sits mid-pack in the medium band (201 participants).

EBSA filing schedule strip

Filing strip 941194137 · Oaks Club Room PY 2022 · 401(k)

Oaks 401(k) Plan and Trust · $18M · 201 · 76th

  • 5500 $18M
  • ASSETS 201
  • PCT 76th
  • EIN 401(k)
  • RANK near Zodiac Seats US Union Savings Plan
  • PHOTO ind #2609

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 →

Oaks 401(k) Plan and Trust in the asset neighbourhood

Centurion Investments, Inc. 401(k) Plan and TrustCenturion Investments, Inc. …$18MOaks 401(k) Plan and Trust$18MZodiac Seats US Union Savings PlanZodiac Seats US Union Saving…$18MD.a. Collins Construction Co., Inc. 401(k) PlanD.a. Collins Construction Co…$18MAmerican Crane & Equipment Corporation 401(k) PlanAmerican Crane & Equipment C…$18M
End-of-year total assets ($M) among Oaks 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$18M
Net Income-$5M
Employer EIN941194137
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oaks Club Room)

Sponsor-wide plan assets over time

All Oaks Club Room plans reported in each filing year

Latest sponsor-wide plan assets
$26M 47.21168929600757% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18M $26.5M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 201 $18M
2023 1 213 $22M
2024 1 206 $26M

Nearby 401(k) Plans in California

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

Oaks 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oaks 401(k) Plan and Trust, Total assets ($B): 0.01798329 · Participants: 201Oaks 401(k) Plan and TrustWells 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
Oaks 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Oaks 401(k) Plan and Trust side-by-side with 3 peers →

Oaks 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Zodiac Seats US Union Savings Plan in TX ($18M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Oaks 401(k) Plan and Trust assets move in 2022? ▼
Oaks 401(k) Plan and Trust declined sharply - down 20.1% during 2022, from $23M to $18M. Reported net income was -$5M.
How have Oaks Club Room plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaks Club Room's sponsor-wide assets grew 47.2%, from $18M to $26M.
Where does Oaks 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Oaks 401(k) Plan and Trust ranks in the 76th 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 Oaks 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Zodiac Seats US Union Savings Plan in TX ($18M, 382 participants).
Which 401(k) plans cover a similar participant headcount to Oaks 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 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 941194137.

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.