Profit Sharing · DOL Form 5500 · 2022

Oaklare Management, Corp. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
29th
Percentile by assets National rank
$233,302
Avg per participant Above avg balance/head
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Official DOL plan name: Oaklare Management, Corp. Retirement Plan · Sponsored by Oaklare Management, Corp. · Virginia · Administrative & Support Services

$1M in assets, 6 participants

Oaklare Management, Corp.'s Oaklare Management, Corp. Retirement Plan reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,564 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Oaklare Management, Corp. Retirement Plan ranks #2,564 of 4,927 2022 filers by assets (2061% of the sector average)-$1M for 6 participants.

#2,564
in Administrative & Support Services (4,927 peers)
+0.8%
assets growth YoY

Oaklare Management, Corp. Retirement Plan among the smaller filed plans by assets

Oaklare Management, Corp. Retirement Plan vs every filed plan by assets

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

$1,399,813 29th percentile higher than 29% 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

Oaklare Management, Corp. 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. Oaklare Management, Corp. Retirement Plan is a micro filing (6 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 472503236 · Oaklare Management, Corp. PY 2022 · Profit Sharing

Oaklare Management, Corp. Retirement Plan · $1M · 6 · 29th

  • EOY $1M
  • EOY 6
  • EOY 29th
  • EOY Profit Sharing
  • EOY near Zivr Inc. Retirement Plan
  • EOY ind #2564

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 Virginia →

Oaklare Management, Corp. Retirement Plan in the asset neighbourhood

Oaklare Management, Corp. Retirement PlanOaklare Management, Corp. Re…$1MZivr Inc. Retirement Plan$1MCca Wealth Strategies Inc. Retirement PlanCca Wealth Strategies Inc. R…$1MButler-Whatley Enterprises Inc Retirement PlanButler-Whatley Enterprises I…$1MMapaca Corp. Profit Sharing PlanMapaca Corp. Profit Sharing …$1M
End-of-year total assets ($M) among Oaklare Management, Corp. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$12K
Employer EIN472503236
Plan Effective Date2014-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Oaklare Management, Corp.)

Sponsor-wide plan assets over time

All Oaklare Management, Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 18.92567078602642% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.4M $1.13M ▼ -19.3%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 8 $1M
2024 1 7 $1M

Nearby Profit Sharing Plans in Virginia

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

Oaklare Management, Corp. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Oaklare Management, Corp. Retirement Plan, Total assets ($M): 1.399813 · Participants: 6Oaklare Management, Corp. Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings Plan
Oaklare Management, Corp. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Oaklare Management, Corp. Retirement Plan side-by-side with 3 peers →

Oaklare Management, Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Zivr Inc. Retirement Plan in MN ($1M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Oaklare Management, Corp. Retirement Plan assets move in 2022? ▼
Oaklare Management, Corp. Retirement Plan held essentially flat - up 0.8% during 2022, from $1M to $1M. Reported net income was $12K.
How have Oaklare Management, Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaklare Management, Corp.'s sponsor-wide assets declined 18.9%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Oaklare Management, Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Zivr Inc. Retirement Plan in MN ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Oaklare Management, Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 472503236.

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.