Other · DOL Form 5500 · 2022
Oats, Inc Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 736
- Participants Near avg headcount
- 38th
- Percentile by assets National rank
- $3,500
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Oats Inc · Sponsored by Oats, Inc · Missouri · Other Services
$3M in assets, 736 participants
Oats, Inc's Tax Deferred Annuity Plan of Oats Inc reported $3M in total assets and 736 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #5,033 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Tax Deferred Annuity Plan of Oats Inc ranks #5,033 of 8,398 2022 filers by assets (779% of the sector average)-$3M for 736 participants.
- #5,033
- in Other Services (8,398 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $390K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tax Deferred Annuity Plan of Oats Inc's mid-pack asset rank among Other Services and all filers
Tax Deferred Annuity Plan of Oats Inc vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,576,177 38th percentile higher than 38% 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
Tax Deferred Annuity Plan of Oats Inc 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. Tax Deferred Annuity Plan of Oats Inc sits mid-pack in the medium band (736 participants).
EBSA filing schedule strip
Filing strip 431016961 · Oats, Inc PY 2022 · Other
Tax Deferred Annuity Plan of Oats Inc · $3M · 736 · 38th
- RANK $3M
- RANK 736
- RANK 38th
- RANK Other
- RANK near Notre Dame High School Tda 403b Plan
- RANK ind #5033
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 Other Services retirement plans → · Plans in Missouri →
Tax Deferred Annuity Plan of Oats Inc in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$390K |
| Employer EIN | 431016961 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oats, Inc)
Sponsor-wide plan assets over time
All Oats, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.175605946330551% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 736 | $3M |
| 2023 | 1 | 560 | $2M |
| 2024 | 1 | 579 | $2M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Saint Louis University 403(b) Annuity Plan $842M · 2,398
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $807M · 7,405
- Cox Savings Incentive Plan $708M · 11,821
- Bjc 403(b) Plan $371M · 5,418
- Webster University Defined Contribution Retirement Plan $207M · 706
Tax Deferred Annuity Plan of Oats Inc's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Notre Dame High School Tda 403b Plan in NY ($3M); by covered participants it is La Clinica De Familia, Inc. 401(k) Employees' Retirement Plan & Trust in NM (735 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (736 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.