401(k) · DOL Form 5500 · 2022
Black Oak Investments Co. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $356,539
- Avg per participant High balance/head
Official DOL plan name: Black Oak Investments Co. 401(k) Profit Sharing Plan · Sponsored by Black Oak Investments Co. · California · Real Estate
$1M in assets, 3 participants
Black Oak Investments Co.'s Black Oak Investments Co. 401(k) Profit Sharing Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #2,145 in Real Estate (5,057 peers)
Black Oak Investments Co. multi-year trail
Black Oak Investments Co.'s plans moved +19.6% in assets from 2022 to 2023; this filing shows Black Oak Investments Co. 401(k) Profit Sharing Plan at $1M / 3 participants.
- #2,145
- in Real Estate (5,057 peers)
- +11.4%
- assets growth YoY
Black Oak Investments Co. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Black Oak Investments Co. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,069,617 26th percentile higher than 26% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Black Oak Investments Co. 401(k) Profit Sharing 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. Black Oak Investments Co. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 943408332 · Black Oak Investments Co. PY 2022 · 401(k)
Black Oak Investments Co. 401(k) Profit Sharing Plan · $1M · 3 · 26th
- EBSA $1M
- EBSA 3
- EBSA 26th
- EBSA 401(k)
- EBSA near Suncoast Skin Solutions 401(k) Plan
- EBSA ind #2145
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 Real Estate retirement plans → · Plans in California →
Black Oak Investments Co. 401(k) Profit Sharing Plan in the asset neighbourhood
Black Oak Investments Co. multi-year asset trail
Sponsor-wide plan assets over time
All Black Oak Investments Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 19.58448678358702% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $1M |
Black Oak Investments Co. filing trail (2022)
| Total Assets (Beginning of Year) | $960K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $110K |
| Employer EIN | 943408332 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Black Oak Investments Co. 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 Suncoast Skin Solutions 401(k) Plan in FL ($1M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 (3 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.