401(k) · DOL Form 5500 · 2022

Oak Tree Software, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
84
Participants Small participant base
53rd
Percentile by assets National rank
$68,447
Avg per participant Below avg balance/head
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Official DOL plan name: Oak Tree Software, Inc. 401(k) Plan · Sponsored by Oak Tree Software, Inc. · Oklahoma · Professional & Technical Services

$6M in assets, 84 participants

Oak Tree Software, Inc.'s Oak Tree Software, Inc. 401(k) Plan reported $6M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #11,075 in Professional & Technical Services (21,562 peers)

Oak Tree Software, Inc. multi-year trail

Oak Tree Software, Inc.'s plans moved +49.7% in assets from 2022 to 2024; this filing shows Oak Tree Software, Inc. 401(k) Plan at $6M / 84 participants.

#11,075
in Professional & Technical Services (21,562 peers)
-15.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oak Tree Software, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Oak Tree Software, Inc. 401(k) Plan vs every filed plan by assets

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

$5,749,582 Top 47% higher than 53% 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 Tree Software, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Tree Software, Inc. 401(k) Plan is a small filing (84 participants) on this national headcount ladder.

DOL schedule card

Filing strip 731484518 · Oak Tree Software, Inc. PY 2022 · 401(k)

Oak Tree Software, Inc. 401(k) Plan · $6M · 84 · 53rd

  • EOY $6M
  • 5500 84
  • ASSETS 53rd
  • PCT 401(k)
  • EIN near The City National Bank, Taylor 401(k) Plan
  • RANK ind #11075

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 Professional & Technical Services retirement plans → · Plans in Oklahoma →

Oak Tree Software, Inc. 401(k) Plan in the asset neighbourhood

Oak Tree Software, Inc. 401(k) PlanOak Tree Software, Inc. 401(…$6MThe City National Bank, Taylor 401(k) PlanThe City National Bank, Tayl…$6MDudley & Lake, LLC Profit Sharing PlanDudley & Lake, LLC Profit Sh…$6MRogers & Tenbrook, Inc. 401(k) PlanRogers & Tenbrook, Inc. 401(…$6MMills Iron Works, Inc. Profit Sharing/401(k) PlanMills Iron Works, Inc. Profi…$6M
End-of-year total assets ($M) among Oak Tree Software, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oak Tree Software, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oak Tree Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 49.66134929460959% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.75M $8.6M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 84 $6M
2023 1 185 $7M
2024 1 206 $9M

Oak Tree Software, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN731484518
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Oak Tree Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Oak Tree Software, Inc. 401(k) Plan, Total assets ($B): 0.005749582 · Participants: 84Oak Tree Software, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Oak Tree Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Oak Tree Software, Inc. 401(k) Plan side-by-side with 3 peers →

Oak Tree Software, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is The City National Bank, Taylor 401(k) Plan in TX ($6M); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Tree Software, Inc. 401(k) Plan assets move in 2022? ▼
Oak Tree Software, Inc. 401(k) Plan declined sharply - down 15.0% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Oak Tree Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Tree Software, Inc.'s sponsor-wide assets grew 49.7%, from $6M to $9M.
Which 401(k) plans are similar in size to Oak Tree Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The City National Bank, Taylor 401(k) Plan in TX ($6M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Oak Tree Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants, N/A 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 731484518.

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.