401(k) · DOL Form 5500 · 2022
Oak Motors Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 145
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $28,619
- Avg per participant Low balance/head
Official DOL plan name: Oak Motors Inc 401(k) Plan · Sponsored by Oak Motors Inc · Indiana · Retail Trade
$4M in assets, 145 participants
Oak Motors Inc's Oak Motors Inc 401(k) Plan reported $4M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #5,352 in Retail Trade (9,519 peers)
Coverage in Indiana
Oak Motors Inc 401(k) Plan covers 145 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $4M.
- #5,352
- in Retail Trade (9,519 peers)
- -9.6%
- assets change YoY
The plan reported a net loss of $441K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oak Motors Inc 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Oak Motors Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,149,762 47th percentile higher than 47% 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
Oak Motors 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. Oak Motors Inc 401(k) Plan sits mid-pack in the medium band (145 participants).
Form 5500 schedule snapshot
Filing strip 351657717 · Oak Motors Inc PY 2022 · 401(k)
Oak Motors Inc 401(k) Plan · $4M · 145 · 47th
- EOY $4M
- EOY 145
- EOY 47th
- EOY 401(k)
- EOY near 403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc.
- EOY ind #5352
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 Retail Trade retirement plans → · Plans in Indiana →
Oak Motors Inc 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$441K |
| Employer EIN | 351657717 |
| Plan Effective Date | 2009-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Motors Inc)
Sponsor-wide plan assets over time
All Oak Motors Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 11.586833172601224% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $4M |
| 2023 | 1 | 145 | $5M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Oak Motors Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is 403(b) Thrift Plan of Effective Planning and Innovative Communication, Inc. in HI ($4M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.
- Empower Health Services LLC 401(k) Profit Sharing Plan & Trust (IL) 145 · 0 off
- Pulverman 401(k) Plan (PA) 145 · 0 off
- Specialty Polymers, Inc. (OR) 145 · 0 off
- Storm Industries Inc. 401 K Plan (CA) 145 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.