Profit Sharing · DOL Form 5500 · 2022
Oak Lodge, LLC Profit Sharing Plan
Data updated 2026-08-25
- $936K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $117,032
- Avg per participant Below avg balance/head
Official DOL plan name: Oak Lodge, LLC Profit Sharing Plan · Sponsored by Oak Lodge, LLC · Ohio · Food Services & Accommodation
$936K in assets, 8 participants
Oak Lodge, LLC's Oak Lodge, LLC Profit Sharing Plan reported $936K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #2,659 in Food Services & Accommodation (4,592 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Oak Lodge, LLC Profit Sharing Plan ranks #2,659 of 4,592 2022 filers by assets (2090% of the sector average)-$936K for 8 participants.
- #2,659
- in Food Services & Accommodation (4,592 peers)
- -16.6%
- assets change YoY
The plan reported a net loss of $187K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oak Lodge, LLC Profit Sharing Plan among the smaller filed plans by assets
Oak Lodge, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$936,253 24th percentile higher than 24% 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
Oak Lodge, LLC Profit Sharing Plan 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 Lodge, LLC Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
Published 5500 schedule card
Filing strip 205943991 · Oak Lodge, LLC PY 2022 · Profit Sharing
Oak Lodge, LLC Profit Sharing Plan · $936K · 8 · 24th
- EOY $936K
- EOY 8
- EOY 24th
- EOY Profit Sharing
- EOY near Cupeyville School Retirement Plan School Retirement Plan
- EOY ind #2659
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 Food Services & Accommodation retirement plans → · Plans in Ohio →
Oak Lodge, LLC Profit Sharing Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $936K |
| Net Income | -$187K |
| Employer EIN | 205943991 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Lodge, LLC)
Sponsor-wide plan assets over time
All Oak Lodge, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 72.03790001206939% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $936K |
| 2023 | 1 | 8 | $1M |
| 2024 | 1 | 8 | $2M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Oak Lodge, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Cupeyville School Retirement Plan School Retirement Plan in PR ($936K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($936K here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.