Profit Sharing · DOL Form 5500 · 2022

Three Oaks Ventures Inc. Profit Sharing Plan

Data updated 2026-08-25

$395K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$131,625
Avg per participant Near avg balance/head
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Official DOL plan name: Three Oaks Ventures Inc. Retirement Plan · Sponsored by Three Oaks Ventures Inc. · Florida · Administrative & Support Services

$395K in assets, 3 participants

Three Oaks Ventures Inc.'s Three Oaks Ventures Inc. Retirement Plan reported $395K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,674 in Administrative & Support Services (4,927 peers)

Three Oaks Ventures Inc. multi-year trail

Three Oaks Ventures Inc.'s plans moved +78.4% in assets from 2022 to 2024; this filing shows Three Oaks Ventures Inc. Retirement Plan at $395K / 3 participants.

#1,674
in Administrative & Support Services (4,927 peers)
+52.5%
assets growth YoY

Three Oaks Ventures Inc. Retirement Plan among the smaller filed plans by assets

Three Oaks Ventures Inc. Retirement Plan vs every filed plan by assets

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

$394,874 16th percentile higher than 16% 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

Three Oaks Ventures Inc. Retirement 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. Three Oaks Ventures Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 832893939 · Three Oaks Ventures Inc. PY 2022 · Profit Sharing

Three Oaks Ventures Inc. Retirement Plan · $395K · 3 · 16th

  • TYPE $395K
  • TYPE 3
  • TYPE 16th
  • TYPE Profit Sharing
  • TYPE near Bellazio Ventures, Inc. Retirement Plan
  • TYPE ind #1674

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 Administrative & Support Services retirement plans → · Plans in Florida →

Three Oaks Ventures Inc. Retirement Plan in the asset neighbourhood

Wheeler Ventures, Inc.$395KThree Oaks Ventures Inc. Retirement PlanThree Oaks Ventures Inc. Ret…$395KBellazio Ventures, Inc. Retirement PlanBellazio Ventures, Inc. Reti…$395KAditya Limited Partnership Profit Sharing PlanAditya Limited Partnership P…$395KSatispie LLC 401(k) Plan$395K
End-of-year total assets ($M) among Three Oaks Ventures Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Three Oaks Ventures Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Three Oaks Ventures Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$704K 78.38702978671678% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.39M $0.7M ▲ +79.5%
Year Plans Participants Total Assets
2022 1 3 $395K
2023 1 4 $547K
2024 1 4 $704K

Three Oaks Ventures Inc. filing trail (2022)

Total Assets (Beginning of Year)$259K
Net Assets (End of Year)$395K
Net Income$136K
Employer EIN832893939
Plan Effective Date2018-12-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Three Oaks Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Three Oaks Ventures Inc. Retirement Plan, Total assets ($B): 0.000394874 · Participants: 3Three Oaks Ventures Inc. Retirement PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Three Oaks Ventures Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Three Oaks Ventures Inc. Retirement Plan side-by-side with 3 peers →

Three Oaks Ventures Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Bellazio Ventures, Inc. Retirement Plan in NJ ($395K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($395K here).

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 Three Oaks Ventures Inc. Retirement Plan assets move in 2022? ▼
Three Oaks Ventures Inc. Retirement Plan surged - up 52.5% during 2022, from $259K to $395K. Reported net income was $136K.
How have Three Oaks Ventures Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Three Oaks Ventures Inc.'s sponsor-wide assets grew 78.4%, from $395K to $704K.
Where does Three Oaks Ventures Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Three Oaks Ventures Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Three Oaks Ventures Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bellazio Ventures, Inc. Retirement Plan in NJ ($395K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Three Oaks Ventures Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 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 832893939.

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.