401(k) · DOL Form 5500 · 2022
Oakbridge Insurance Agency, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 226
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $43,056
- Avg per participant Low balance/head
Official DOL plan name: Oakbridge Insurance Agency, LLC Employee Savings Plan · Sponsored by Oakbridge Insurance Agency, LLC · Georgia · Finance & Insurance
$10M in assets, 226 participants
Oakbridge Insurance Agency, LLC's Oakbridge Insurance Agency, LLC Employee Savings Plan reported $10M in total assets and 226 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #4,422 in Finance & Insurance (9,261 peers)
Coverage in Georgia
Oakbridge Insurance Agency, LLC Employee Savings Plan covers 226 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $10M.
- #4,422
- in Finance & Insurance (9,261 peers)
- -5.2%
- assets change YoY
The plan reported a net loss of $536K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oakbridge Insurance Agency, LLC Employee Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Oakbridge Insurance Agency, LLC Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,730,636 Top 36% higher than 64% 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
Oakbridge Insurance Agency, LLC Employee Savings 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. Oakbridge Insurance Agency, LLC Employee Savings Plan sits mid-pack in the medium band (226 participants).
Published 5500 schedule card
Filing strip 853995724 · Oakbridge Insurance Agency, LLC PY 2022 · 401(k)
Oakbridge Insurance Agency, LLC Employee Savings Plan · $10M · 226 · 64th
- TYPE $10M
- TYPE 226
- TYPE 64th
- TYPE 401(k)
- TYPE near Blackstone Technology Group 401(k) Plan
- TYPE ind #4422
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 →
Oakbridge Insurance Agency, LLC Employee Savings Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$536K |
| Employer EIN | 853995724 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakbridge Insurance Agency, LLC)
Sponsor-wide plan assets over time
All Oakbridge Insurance Agency, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 156.04573020715193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 226 | $10M |
| 2023 | 1 | 278 | $15M |
| 2024 | 1 | 421 | $25M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Oakbridge Insurance Agency, LLC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Blackstone Technology Group 401(k) Plan in CA ($10M); by covered participants it is H&m Trucking, Inc. 401(k) Plan in NE (226 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Blackstone Technology Group 401(k) Plan (CA) $10M · 64
- Private Industry Council Retirement Savings Plan (PA) $10M · 316
- Brightkey 401(k) Retirement Plan (MD) $10M · 417
- Seam Group LLC 401(k) Plan (OH) $10M · 252
Similar participant headcount
Nearest other-state filings by covered participants (226 participants); asset peers above are excluded.
- H&m Trucking, Inc. 401(k) Plan (NE) 226 · 0 off
- Narragansett Brewing Company 401(k) Profit Sharing Plan & Trust (RI) 226 · 0 off
- Gf Machining Solutions Retirement Savings Plan (IL) 226 · 0 off
- Lift-All Company, Inc. Profit Sharing Plan (PA) 226 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.