401(k) · DOL Form 5500 · 2022

12 Oaks Management Services in 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
557
Participants Below avg headcount
34th
Percentile by assets National rank
$3,612
Avg per participant Low balance/head
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Official DOL plan name: 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust · Sponsored by 12 Oaks Management Services in · Texas · Other Services

$2M in assets, 557 participants

12 Oaks Management Services in's 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 557 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #4,796 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust ranks #4,796 of 8,398 2022 filers by assets (998% of the sector average)-$2M for 557 participants.

#4,796
in Other Services (8,398 peers)
+3.0%
assets growth YoY

12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,011,665 34th percentile higher than 34% 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

12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust 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. 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (557 participants).

Plan-year Form 5500 strip

Filing strip 752418094 · 12 Oaks Management Services in PY 2022 · 401(k)

12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust · $2M · 557 · 34th

  • ASSETS $2M
  • PCT 557
  • EIN 34th
  • RANK 401(k)
  • PHOTO near Sd & Associates, Inc. Profit Sharing 401(k) Plan
  • IND ind #4796

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 Other Services retirement plans → · Plans in Texas →

12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust12 Oaks Management Services …$2MSd & Associates, Inc. Profit Sharing 401(k) PlanSd & Associates, Inc. Profit…$2MHorizon Management, Inc. 401(k) Profit Sharing PlanHorizon Management, Inc. 401…$2MChurchill Opco Holding LLC 401(k) PlanChurchill Opco Holding LLC 4…$2MExpress Employment Professionals 401(k) Retirement Savings PlanExpress Employment Professio…$2M
End-of-year total assets ($M) among 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$58K
Employer EIN752418094
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (12 Oaks Management Services in)

Sponsor-wide plan assets over time

All 12 Oaks Management Services in plans reported in each filing year

Latest sponsor-wide plan assets
$3M 53.252107085424264% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.01M $3.08M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 557 $2M
2023 1 900 $3M
2024 1 1,036 $3M

Nearby 401(k) Plans in Texas

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

12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002011665 · Participants: 55712 Oaks Management Services in 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sd & Associates, Inc. Profit Sharing 401(k) Plan in CA ($2M); by covered participants it is Haile Gold Mine, Inc. 401(k) Profit Sharing Plan in SC (557 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (557 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 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust edged up modestly - up 3.0% during 2022, from $2M to $2M. Reported net income was $58K.
How have 12 Oaks Management Services in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 12 Oaks Management Services in's sponsor-wide assets grew 53.3%, from $2M to $3M.
Which 401(k) plans are similar in size to 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sd & Associates, Inc. Profit Sharing 401(k) Plan in CA ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Haile Gold Mine, Inc. 401(k) Profit Sharing Plan in SC (557 participants, $19M 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 752418094.

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.