401(k) · DOL Form 5500 · 2022

Angel Oak Companies, LP 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
843
Participants Near avg headcount
82nd
Percentile by assets National rank
$33,725
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Angel Oak Companies 401(k) Profit Sharing Plan · Sponsored by Angel Oak Companies, LP · Georgia · Finance & Insurance

$28M in assets, 843 participants

Angel Oak Companies, LP's Angel Oak Companies 401(k) Profit Sharing Plan reported $28M in total assets and 843 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,593 in Finance & Insurance (9,261 peers)

Where Angel Oak Companies 401(k) Profit Sharing Plan sits by assets

Angel Oak Companies 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 843 participants (~$33,725/participant), down 10.0% in 2022.

#6,593
in Finance & Insurance (9,261 peers)
-10.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Angel Oak Companies 401(k) Profit Sharing Plan's outsized position by total assets

Angel Oak Companies 401(k) Profit Sharing Plan vs every filed plan by assets

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

$28,429,901 Top 18% higher than 82% 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

Angel Oak Companies 401(k) Profit Sharing 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. Angel Oak Companies 401(k) Profit Sharing Plan sits mid-pack in the medium band (843 participants).

Form 5500 schedule snapshot

Filing strip 270718181 · Angel Oak Companies, LP PY 2022 · 401(k)

Angel Oak Companies 401(k) Profit Sharing Plan · $28M · 843 · 82nd

  • 5500 $28M
  • ASSETS 843
  • PCT 82nd
  • EIN 401(k)
  • RANK near Aak USA Inc 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #6593

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 Finance & Insurance retirement plans → · Plans in Georgia →

Angel Oak Companies 401(k) Profit Sharing Plan in the asset neighbourhood

Angel Oak Companies 401(k) Profit Sharing PlanAngel Oak Companies 401(k) P…$28MAak USA Inc 401(k) Profit Sharing Plan & TrustAak USA Inc 401(k) Profit Sh…$28MTiffin Motor Homes, Inc. 401(k) Profit Sharing Retirement PlanTiffin Motor Homes, Inc. 401…$28MTriad Metals 401(k) Savings PlanTriad Metals 401(k) Savings …$28MBecket & Lee, LLP Employee Savings & Protection PlanBecket & Lee, LLP Employee S…$28M
End-of-year total assets ($M) among Angel Oak Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$3M
Employer EIN270718181
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Angel Oak Companies, LP)

Sponsor-wide plan assets over time

All Angel Oak Companies, LP plans reported in each filing year

Latest sponsor-wide plan assets
$28M 0.04645812871455303% vs 2022
2023 filing year
$28.4M$28.4M$28.4M$28.4M$28.4M 20222023 $28.4M $28.4M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 843 $28M
2023 1 384 $28M

Nearby 401(k) Plans in Georgia

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

Angel Oak Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Angel Oak Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.028429901 · Participants: 843Angel Oak Companies 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Angel Oak Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Angel Oak Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

Angel Oak Companies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Aak USA Inc 401(k) Profit Sharing Plan & Trust in NJ ($28M); by covered participants it is Madden Industrial Craftsmen, Inc. Employee 401(k) Savings Plan in OR (843 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (843 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 Angel Oak Companies 401(k) Profit Sharing Plan assets move in 2022? ▼
Angel Oak Companies 401(k) Profit Sharing Plan pulled back noticeably - down 10.0% during 2022, from $32M to $28M. Reported net income was -$3M.
How have Angel Oak Companies, LP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Angel Oak Companies, LP's sponsor-wide assets grew 0.0%, from $28M to $28M.
Where does Angel Oak Companies 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Angel Oak Companies 401(k) Profit Sharing Plan ranks in the 82nd 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 Angel Oak Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aak USA Inc 401(k) Profit Sharing Plan & Trust in NJ ($28M, 501 participants).
Which 401(k) plans cover a similar participant headcount to Angel Oak Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Madden Industrial Craftsmen, Inc. Employee 401(k) Savings Plan in OR (843 participants, $5M 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 270718181.

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.