401(k) · DOL Form 5500 · 2022

Oak Leaf Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
157
Participants Small participant base
55th
Percentile by assets National rank
$38,646
Avg per participant Low balance/head
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Official DOL plan name: Oak Leaf Management Employee 401(k) Plan · Sponsored by Oak Leaf Management Company, Inc. · Texas · Real Estate

$6M in assets, 157 participants

Oak Leaf Management Company, Inc.'s Oak Leaf Management Employee 401(k) Plan reported $6M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,626 in Real Estate (5,057 peers)

Coverage in Texas

Oak Leaf Management Employee 401(k) Plan covers 157 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#3,626
in Real Estate (5,057 peers)
-16.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oak Leaf Management Employee 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Oak Leaf Management Employee 401(k) Plan vs every filed plan by assets

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

$6,067,479 Top 45% higher than 55% 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

Oak Leaf Management Employee 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 Leaf Management Employee 401(k) Plan sits mid-pack in the medium band (157 participants).

DOL schedule card

Filing strip 741728779 · Oak Leaf Management Company, Inc. PY 2022 · 401(k)

Oak Leaf Management Employee 401(k) Plan · $6M · 157 · 55th

  • 5500 $6M
  • ASSETS 157
  • PCT 55th
  • EIN 401(k)
  • RANK near Talkot Capital, LLC 401(k) Profit Sharing Plan
  • PHOTO ind #3626

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 Texas →

Oak Leaf Management Employee 401(k) Plan in the asset neighbourhood

Oak Leaf Management Employee 401(k) PlanOak Leaf Management Employee…$6MTalkot Capital, LLC 401(k) Profit Sharing PlanTalkot Capital, LLC 401(k) P…$6MConceptions Reproductive Associates 401(k) PlanConceptions Reproductive Ass…$6MChc Solutions, Inc. Retirement PlanChc Solutions, Inc. Retireme…$6MFlorida Eye Associates, Inc. 401(k) PlanFlorida Eye Associates, Inc.…$6M
End-of-year total assets ($M) among Oak Leaf Management Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN741728779
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Leaf Management Company, Inc.)

Sponsor-wide plan assets over time

All Oak Leaf Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 11.736142803296064% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $6.07M $6.78M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 157 $6M
2023 1 147 $6M
2024 1 144 $7M

Nearby 401(k) Plans in Texas

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

Oak Leaf Management Employee 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Oak Leaf Management Employee 401(k) Plan, Total assets ($B): 0.006067479 · Participants: 157Oak Leaf Management Employee 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Oak Leaf Management Employee 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Oak Leaf Management Employee 401(k) Plan side-by-side with 3 peers →

Oak Leaf Management Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Talkot Capital, LLC 401(k) Profit Sharing Plan in CO ($6M); by covered participants it is We Transport Inc. Salaried 401(k) Plan in NY (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Oak Leaf Management Employee 401(k) Plan assets move in 2022? ▼
Oak Leaf Management Employee 401(k) Plan declined sharply - down 16.1% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Oak Leaf Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Leaf Management Company, Inc.'s sponsor-wide assets grew 11.7%, from $6M to $7M.
Which 401(k) plans are similar in size to Oak Leaf Management Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Talkot Capital, LLC 401(k) Profit Sharing Plan in CO ($6M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Oak Leaf Management Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is We Transport Inc. Salaried 401(k) Plan in NY (157 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 741728779.

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.