401(k) · DOL Form 5500 · 2023

Oak S2mg Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$13K
Total assets Small plan by assets
3
Participants Small participant base
2nd
Percentile by assets National rank
$4,242
Avg per participant Low balance/head
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Official DOL plan name: Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Oak S2mg Enterprises, Inc. · California · Construction

$13K in assets, 3 participants

Oak S2mg Enterprises, Inc.'s Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan reported $13K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #127 in Construction (9,030 peers)

Oak S2mg Enterprises, Inc. multi-year trail

Oak S2mg Enterprises, Inc.'s plans moved -93.0% in assets from 2022 to 2024; this filing shows Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan at $13K / 3 participants.

#127
in Construction (9,030 peers)
-85.2%
assets change YoY

The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,725 2nd percentile higher than 2% of 127,068 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 2023

Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from $86K in the plan year 2022 filing to -$73K in the plan year 2023 filing.
  • Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $86K in the plan year 2022 filing to $13K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 882209010 · Oak S2mg Enterprises, Inc. PY 2023 · 401(k)

Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan · $13K · 3 · 2nd

  • PART $13K
  • PART 3
  • PART 2nd
  • PART 401(k)
  • PART near Kd Endeavors, Inc. 401(k) Plan
  • PART ind #127

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 Construction retirement plans → · Plans in California →

Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Oak S2mg Enterprises, Inc. 401(k) Profit Sharing PlanOak S2mg Enterprises, Inc. 4…$13KKd Endeavors, Inc. 401(k) PlanKd Endeavors, Inc. 401(k) Pl…$13KAfc Appliance Services, Inc. 401(k) Profit Sharing PlanAfc Appliance Services, Inc.…$13KShock International Holdings, Inc. 401(k) PlanShock International Holdings…$13KHylife Foods Windom 401(k) PlanHylife Foods Windom 401(k) P…$13K
End-of-year total assets ($M) among Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oak S2mg Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oak S2mg Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6K 93.02697093016477% vs 2022
2024 filing year
$0M$0.05M$0.1M 202220232024 $0.09M $0.01M ▼ -88.9%
Year Plans Participants Total Assets
2022 1 3 $86K
2023 1 3 $13K
2024 1 3 $6K

Oak S2mg Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$86K
Net Assets (End of Year)$13K
Net Income-$73K
Employer EIN882209010
Plan Effective Date2022-05-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000012725 · Participants: 3Oak S2mg Enterprises, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kd Endeavors, Inc. 401(k) Plan in TN ($13K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan contracted severely - down 85.2% during 2023, from $86K to $13K. Reported net income was -$73K.
How have Oak S2mg Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak S2mg Enterprises, Inc.'s sponsor-wide assets declined 93.0%, from $86K to $6K.
Where does Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kd Endeavors, Inc. 401(k) Plan in TN ($13K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Oak S2mg Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 882209010.

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.