Profit Sharing · DOL Form 5500 · 2022
Oak Associates Ltd. Profit Sharing Plan
Data updated 2026-08-11
- $28M
- Total assets
- 13
- Participants
- 82nd
- Percentile by assets
- $2.2M
- Avg per participant
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.
- 82nd percentile by assets (of 139,126 plans)
- #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.
- $28M
- total plan assets (2022 EOY)
- 13
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $2.2M
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Oak Associates Profit Sharing Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$12M |
| Employer EIN | 341818085 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Associates Ltd.)
| 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
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Oak Associates Profit Sharing Plan by total assets, not by location.
- Buffalo Laborers Security Fund (NY) $28M · 1,282
- Nw Bricklayers & Allied Craftworkers DC Retirement Plan (OR) $28M · 768
- Autobody Products, Inc. Profit Sharing Plan (PA) $28M · 125
- Reit Management Corp. Profit Sharing Plan (NY) $28M · 14
Frequently Asked Questions
How did Oak Associates Profit Sharing Plan assets move in 2022? ▼
How have Oak Associates Ltd. plan assets changed over time? ▼
Where does Oak Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Oak Associates Profit Sharing Plan? ▼
Next read for Oak Associates Profit Sharing Plan
Scale reading
Ways to act on Oak Associates Profit Sharing Plan's numbers.
- By total assets, Oak Associates Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Oak Associates Ltd.'s sponsor-wide assets have grown 56.2% since 2022 across 3 plan years on file. More Finance & Insurance plans