Profit Sharing · DOL Form 5500 · 2023

Oak Lodge, LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$158,613
Avg per participant Above avg balance/head
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Official DOL plan name: Oak Lodge, LLC Profit Sharing Plan · Sponsored by Oak Lodge, LLC · Ohio · Food Services & Accommodation

$1M in assets, 8 participants

Oak Lodge, LLC's Oak Lodge, LLC Profit Sharing Plan reported $1M in total assets and 8 participants in its 2023 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.

  • #2,364 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Oak Lodge, LLC Profit Sharing Plan ranks #2,364 of 3,828 2023 filers by assets (1542% of the sector average)-$1M for 8 participants.

#2,364
in Food Services & Accommodation (3,828 peers)
+35.5%
assets growth YoY

Oak Lodge, LLC Profit Sharing Plan among the smaller filed plans by assets

Oak Lodge, LLC Profit Sharing Plan vs every filed plan by assets

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

$1,268,903 26th percentile higher than 26% 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 Lodge, LLC 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 Lodge, LLC Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak Lodge, LLC Profit Sharing Plan reported net income rose from -$187K in the plan year 2022 filing to $333K in the plan year 2023 filing.
  • Oak Lodge, LLC Profit Sharing Plan end-of-year assets rose from $936K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205943991 · Oak Lodge, LLC PY 2023 · Profit Sharing

Oak Lodge, LLC Profit Sharing Plan · $1M · 8 · 26th

  • PART $1M
  • PART 8
  • PART 26th
  • PART Profit Sharing
  • PART near Creative Finance & Investments, LLC Profit Sharing
  • PART ind #2364

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Oak Lodge, LLC Profit Sharing Plan in the asset neighbourhood

Oak Lodge, LLC Profit Sharing PlanOak Lodge, LLC Profit Sharin…$1MCreative Finance & Investments, LLC Profit SharingCreative Finance & Investmen…$1MGoodwill Industries of Hawaii, Inc. Health and Welfare Retirement Plan & TrustGoodwill Industries of Hawai…$1MCans Consulting, Inc. Retirement PlanCans Consulting, Inc. Retire…$1MAyala Preventive Medicine P.S.C. Retirement PlanAyala Preventive Medicine P.…$1M
End-of-year total assets ($M) among Oak Lodge, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$936K
Net Assets (End of Year)$1M
Net Income$333K
Employer EIN205943991
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Lodge, LLC)

Sponsor-wide plan assets over time

All Oak Lodge, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 72.03790001206939% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.94M $1.61M ▲ +71.3%
Year Plans Participants Total Assets
2022 1 8 $936K
2023 1 8 $1M
2024 1 8 $2M

Nearby Profit Sharing Plans in Ohio

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

Oak Lodge, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Oak Lodge, LLC Profit Sharing Plan, Total assets ($B): 0.001268903 · Participants: 8Oak Lodge, LLC Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Oak Lodge, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Oak Lodge, LLC Profit Sharing Plan side-by-side with 3 peers →

Oak Lodge, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Creative Finance & Investments, LLC Profit Sharing in MT ($1M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Lodge, LLC Profit Sharing Plan assets move in 2023? ▼
Oak Lodge, LLC Profit Sharing Plan surged - up 35.5% during 2023, from $936K to $1M. Reported net income was $333K.
How have Oak Lodge, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Lodge, LLC's sponsor-wide assets grew 72.0%, from $936K to $2M.
Which Profit Sharing plans are similar in size to Oak Lodge, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Creative Finance & Investments, LLC Profit Sharing in MT ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Oak Lodge, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 205943991.

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.