Defined Benefit (Pension) · DOL Form 5500 · 2022

Oak Engineering, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$566,915
Avg per participant High balance/head
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Official DOL plan name: Oak Engineering, Inc. Defined Benefit Plan and Trust · Sponsored by Oak Engineering, Inc. · Illinois · Wholesale Trade

$2M in assets, 3 participants

Oak Engineering, Inc.'s Oak Engineering, Inc. Defined Benefit Plan and Trust reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,306 in Wholesale Trade (6,843 peers)

Oak Engineering, Inc. multi-year trail

Oak Engineering, Inc.'s plans moved +62.5% in assets from 2022 to 2024; this filing shows Oak Engineering, Inc. Defined Benefit Plan and Trust at $2M / 3 participants.

#1,306
in Wholesale Trade (6,843 peers)
+29.4%
assets growth YoY

Oak Engineering, Inc. Defined Benefit Plan and Trust among the smaller filed plans by assets

Oak Engineering, Inc. Defined Benefit Plan and Trust vs every filed plan by assets

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

$1,700,745 31st percentile higher than 31% 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 Engineering, Inc. Defined Benefit Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Engineering, Inc. Defined Benefit Plan and Trust is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 362659805 · Oak Engineering, Inc. PY 2022 · Defined Benefit (Pension)

Oak Engineering, Inc. Defined Benefit Plan and Trust · $2M · 3 · 31st

  • RANK $2M
  • RANK 3
  • RANK 31st
  • RANK Defined Benefit (Pension)
  • RANK near John W. Bristol & Co. Inc. Employees Retirement Plan
  • RANK ind #1306

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 Wholesale Trade retirement plans → · Plans in Illinois →

Oak Engineering, Inc. Defined Benefit Plan and Trust in the asset neighbourhood

Oak Engineering, Inc. Defined Benefit Plan and TrustOak Engineering, Inc. Define…$2MJohn W. Bristol & Co. Inc. Employees Retirement PlanJohn W. Bristol & Co. Inc. E…$2MJeffrey M. Verdon Law Group, LLP Defined Benefit Pension PlanJeffrey M. Verdon Law Group,…$2MDefined Benefit Pension Plan of Trillium Family Services, Inc. Dba Parry Center for ChildrenDefined Benefit Pension Plan…$2MHome Pipe & Supply Defined Benefit Pension Plan and TrustHome Pipe & Supply Defined B…$2M
End-of-year total assets ($M) among Oak Engineering, Inc. Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Oak Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oak Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 62.47152602220021% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.61M $5.86M ▲ +62.3%
Year Plans Participants Total Assets
2022 2 6 $4M
2023 2 6 $5M
2024 2 6 $6M

Oak Engineering, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$387K
Employer EIN362659805
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Oak Engineering, Inc. Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Oak Engineering, Inc. Defined Benefit Plan and Trust, Total assets ($B): 0.001700745 · Participants: 3Oak Engineering, Inc. Defined Benefit Plan and TrustCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Oak Engineering, Inc. Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Oak Engineering, Inc. Defined Benefit Plan and Trust side-by-side with 3 peers →

Oak Engineering, Inc. Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is John W. Bristol & Co. Inc. Employees Retirement Plan in NY ($2M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Engineering, Inc. Defined Benefit Plan and Trust assets move in 2022? ▼
Oak Engineering, Inc. Defined Benefit Plan and Trust grew sharply - up 29.4% during 2022, from $1M to $2M. Reported net income was $387K.
How have Oak Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Engineering, Inc.'s sponsor-wide assets grew 62.5%, from $4M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Oak Engineering, Inc. Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is John W. Bristol & Co. Inc. Employees Retirement Plan in NY ($2M, 19 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oak Engineering, Inc. Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 362659805.

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.