401(k) · DOL Form 5500 · 2022

White Oak Global Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
274
Participants Below avg headcount
86th
Percentile by assets National rank
$139,231
Avg per participant Near avg balance/head
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Official DOL plan name: The White Oak 401(k) Plan · Sponsored by White Oak Global Advisors, LLC · California · Finance & Insurance

$38M in assets, 274 participants

White Oak Global Advisors, LLC's The White Oak 401(k) Plan reported $38M in total assets and 274 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.

  • #7,097 in Finance & Insurance (9,261 peers)

Coverage in California

The White Oak 401(k) Plan covers 274 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $38M.

#7,097
in Finance & Insurance (9,261 peers)
-6.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The White Oak 401(k) Plan's outsized position by total assets

The White Oak 401(k) Plan vs every filed plan by assets

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

$38,149,286 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

The White Oak 401(k) 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. The White Oak 401(k) Plan sits mid-pack in the medium band (274 participants).

Plan-year Form 5500 strip

Filing strip 260340395 · White Oak Global Advisors, LLC PY 2022 · 401(k)

The White Oak 401(k) Plan · $38M · 274 · 86th

  • PCT $38M
  • EIN 274
  • RANK 86th
  • PHOTO 401(k)
  • IND near Arcelormittal Tubular Products Shelby LLC Savings Plan for Production and Maintenance Employees
  • EOY ind #7097

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 California →

The White Oak 401(k) Plan in the asset neighbourhood

Arcelormittal Tubular Products Shelby LLC Savings Plan for Production and Maintenance EmployeesArcelormittal Tubular Produc…$38MGritman Medical Center Employee Retirement PlanGritman Medical Center Emplo…$38MThe White Oak 401(k) Plan$38MThe Ridgeview Industries Retirement Savings PlanThe Ridgeview Industries Ret…$38MMassmutual Ascend 401(k) Plan$38M
End-of-year total assets ($M) among The White Oak 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$38M
Net Income-$3M
Employer EIN260340395
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (White Oak Global Advisors, LLC)

Sponsor-wide plan assets over time

All White Oak Global Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 26.009548383159782% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.2M $48.1M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 274 $38M
2023 1 256 $46M
2024 1 233 $48M

Nearby 401(k) Plans in California

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

The White Oak 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The White Oak 401(k) Plan, Total assets ($B): 0.038149286 · Participants: 274The White Oak 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The White Oak 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The White Oak 401(k) Plan side-by-side with 3 peers →

The White Oak 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Arcelormittal Tubular Products Shelby LLC Savings Plan for Production and Maintenance Employees in PA ($38M); by covered participants it is Second Samuel Transport Inc 401(k) Plan in MI (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 The White Oak 401(k) Plan assets move in 2022? ▼
The White Oak 401(k) Plan pulled back noticeably - down 6.8% during 2022, from $41M to $38M. Reported net income was -$3M.
How have White Oak Global Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Oak Global Advisors, LLC's sponsor-wide assets grew 26.0%, from $38M to $48M.
Where does The White Oak 401(k) Plan rank by assets among Form 5500 filers? ▼
The White Oak 401(k) 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 The White Oak 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arcelormittal Tubular Products Shelby LLC Savings Plan for Production and Maintenance Employees in PA ($38M, 534 participants).
Which 401(k) plans cover a similar participant headcount to The White Oak 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Second Samuel Transport Inc 401(k) Plan in MI (274 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 260340395.

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.