Profit Sharing · DOL Form 5500 · 2022

Oak Associates Ltd. Profit Sharing Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
13
Participants Small participant base
82nd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Oak Associates Profit Sharing Plan · Sponsored by Oak Associates Ltd. · Ohio · Finance & Insurance

$28M in assets, 13 participants

Oak Associates Ltd.'s Oak Associates Profit Sharing Plan reported $28M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,571 in Finance & Insurance (9,261 peers)

Where Oak Associates Profit Sharing Plan sits by assets

Oak Associates Profit Sharing Plan sits in the top quartile of all filed plans by assets, $28M for 13 participants (~$2.2M/participant), down 29.3% in 2022.

#6,571
in Finance & Insurance (9,261 peers)
-29.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oak Associates Profit Sharing Plan's outsized position by total assets

Oak Associates Profit Sharing Plan vs every filed plan by assets

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

$28,119,691 Top 18% higher than 82% 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 Associates Profit Sharing 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 Associates Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 341818085 · Oak Associates Ltd. PY 2022 · Profit Sharing

Oak Associates Profit Sharing Plan · $28M · 13 · 82nd

  • PCT $28M
  • PCT 13
  • PCT 82nd
  • PCT Profit Sharing
  • PCT near Buffalo Laborers Security Fund
  • PCT ind #6571

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 Ohio →

Oak Associates Profit Sharing Plan in the asset neighbourhood

Oak Associates Profit Sharing PlanOak Associates Profit Sharin…$28MBuffalo Laborers Security FundBuffalo Laborers Security Fu…$28MNw Bricklayers & Allied Craftworkers DC Retirement PlanNw Bricklayers & Allied Craf…$28MAutobody Products, Inc. Profit Sharing PlanAutobody Products, Inc. Prof…$28MReit Management Corp. Profit Sharing PlanReit Management Corp. Profit…$28M
End-of-year total assets ($M) among Oak Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$28M
Net Income-$12M
Employer EIN341818085
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Associates Ltd.)

Sponsor-wide plan assets over time

All Oak Associates Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 56.17303191560675% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $28.1M $43.9M ▲ +56.2%
Year Plans Participants Total Assets
2022 1 13 $28M
2023 1 10 $37M
2024 1 10 $44M

Nearby Profit Sharing Plans in Ohio

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

Oak Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Oak Associates Profit Sharing Plan, Total assets ($B): 0.028119691 · Participants: 13Oak Associates Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Oak Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Oak Associates Profit Sharing Plan side-by-side with 3 peers →

Oak Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Buffalo Laborers Security Fund in NY ($28M); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Associates Profit Sharing Plan assets move in 2022? ▼
Oak Associates Profit Sharing Plan declined sharply - down 29.3% during 2022, from $40M to $28M. Reported net income was -$12M.
How have Oak Associates Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Associates Ltd.'s sponsor-wide assets grew 56.2%, from $28M to $44M.
Where does Oak Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oak Associates Profit Sharing Plan ranks in the 82nd 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 Profit Sharing plans are similar in size to Oak Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Buffalo Laborers Security Fund in NY ($28M, 1,282 participants).
Which Profit Sharing plans cover a similar participant headcount to Oak Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Act Two, Inc., Profit Sharing Plan in AR (13 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 341818085.

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.