401(k) · DOL Form 5500 · 2022

Bruce Oakley, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
604
Participants Below avg headcount
86th
Percentile by assets National rank
$63,572
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bruce Oakley, Inc. 401(k) Profit Sharing Plan · Sponsored by Bruce Oakley, Inc. · Arkansas · Transportation & Warehousing

$38M in assets, 604 participants

Bruce Oakley, Inc.'s Bruce Oakley, Inc. 401(k) Profit Sharing Plan reported $38M in total assets and 604 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #3,290 in Transportation & Warehousing (3,876 peers)

Coverage in Arkansas

Bruce Oakley, Inc. 401(k) Profit Sharing Plan covers 604 participants in Arkansas, about 22% of the average Arkansas filer (state average ~2,784 per filing). Assets: $38M.

#3,290
in Transportation & Warehousing (3,876 peers)
-17.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bruce Oakley, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Bruce Oakley, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$38,397,199 Top 14% higher than 86% 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

Bruce Oakley, Inc. 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. Bruce Oakley, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (604 participants).

Plan-year Form 5500 strip

Filing strip 710483822 · Bruce Oakley, Inc. PY 2022 · 401(k)

Bruce Oakley, Inc. 401(k) Profit Sharing Plan · $38M · 604 · 86th

  • VS-ST $38M
  • BOY 604
  • SCH 86th
  • EBSA 401(k)
  • PART near Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust
  • TYPE ind #3290

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 Transportation & Warehousing retirement plans → · Plans in Arkansas →

Bruce Oakley, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Bruce Oakley, Inc. 401(k) Profit Sharing PlanBruce Oakley, Inc. 401(k) Pr…$38MBolton Partners, Inc. 401(k) Profit Sharing Plan and TrustBolton Partners, Inc. 401(k)…$38MOneaz Credit Union 401(k) PlanOneaz Credit Union 401(k) Pl…$38MLaika, LLC Profit Sharing and 401(k) PlanLaika, LLC Profit Sharing an…$38MSavings Plan for Minnesota Represented Hourly EmployeesSavings Plan for Minnesota R…$38M
End-of-year total assets ($M) among Bruce Oakley, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arkansas filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$38M
Net Income-$8M
Employer EIN710483822
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bruce Oakley, Inc.)

Sponsor-wide plan assets over time

All Bruce Oakley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 38.277062865965824% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.4M $53.1M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 604 $38M
2023 1 601 $45M
2024 1 666 $53M

Nearby 401(k) Plans in Arkansas

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

Bruce Oakley, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -10010203040 Total assets ($B) Participants Bruce Oakley, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.038397199 · Participants: 604Bruce Oakley, Inc. 401(k) Profit Sharing PlanWalmart 401(k) Plan, Total assets ($B): 36.747577034 · Participants: 1687830Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.240139798 · Participants: 109234Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.448802275 · Participants: 30577Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.120265109 · Participants: 34174J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.09987819 · Participants: 10984Windstream 401(k) Plan
Bruce Oakley, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Bruce Oakley, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bruce Oakley, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust in MD ($38M); by covered participants it is Classic Care Health Services Inc in IL (604 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (604 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 Bruce Oakley, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Bruce Oakley, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.6% during 2022, from $47M to $38M. Reported net income was -$8M.
How have Bruce Oakley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce Oakley, Inc.'s sponsor-wide assets grew 38.3%, from $38M to $53M.
Where does Bruce Oakley, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bruce Oakley, Inc. 401(k) Profit Sharing Plan ranks in the 86th 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 Bruce Oakley, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bolton Partners, Inc. 401(k) Profit Sharing Plan and Trust in MD ($38M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Bruce Oakley, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Classic Care Health Services Inc in IL (604 participants, $69K 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 710483822.

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.