401(k) · DOL Form 5500 · 2023

Oakland Insurance Agency 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
25
Participants Small participant base
46th
Percentile by assets National rank
$213,753
Avg per participant Above avg balance/head
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Official DOL plan name: Oakland Insurance Agency 401(k) Profit Sharing Plan · Sponsored by Oakland Insurance Agency · Michigan · Finance & Insurance

$5M in assets, 25 participants

Oakland Insurance Agency's Oakland Insurance Agency 401(k) Profit Sharing Plan reported $5M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,873 in Finance & Insurance (8,869 peers)

Oakland Insurance Agency multi-year trail

Oakland Insurance Agency's plans moved +50.7% in assets from 2022 to 2024; this filing shows Oakland Insurance Agency 401(k) Profit Sharing Plan at $5M / 25 participants.

#2,873
in Finance & Insurance (8,869 peers)
+27.0%
assets growth YoY

Oakland Insurance Agency 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Oakland Insurance Agency 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,343,813 46th percentile higher than 46% 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

Oakland Insurance Agency 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakland Insurance Agency 401(k) Profit Sharing Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakland Insurance Agency 401(k) Profit Sharing Plan reported net income rose from -$196K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oakland Insurance Agency 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Oakland Insurance Agency 401(k) Profit Sharing Plan reported participants rose from 24 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383549764 · Oakland Insurance Agency PY 2023 · 401(k)

Oakland Insurance Agency 401(k) Profit Sharing Plan · $5M · 25 · 46th

  • EIN $5M
  • RANK 25
  • PHOTO 46th
  • IND 401(k)
  • EOY near Company 401(k) Plan
  • 5500 ind #2873

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 Finance & Insurance retirement plans → · Plans in Michigan →

Oakland Insurance Agency 401(k) Profit Sharing Plan in the asset neighbourhood

Oakland Insurance Agency 401(k) Profit Sharing PlanOakland Insurance Agency 401…$5MCompany 401(k) Plan$5MMcclancy Foods and Flavors LLC Capital Accumulation PlanMcclancy Foods and Flavors L…$5MA G M Marine Contractors, Inc. 401(k) PlanA G M Marine Contractors, In…$5MCapstone Plants Inc. 401 (K) PlanCapstone Plants Inc. 401 (K)…$5M
End-of-year total assets ($M) among Oakland Insurance Agency 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oakland Insurance Agency multi-year asset trail

Sponsor-wide plan assets over time

All Oakland Insurance Agency plans reported in each filing year

Latest sponsor-wide plan assets
$6M 50.73685846244354% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.21M $6.34M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 24 $4M
2023 1 25 $5M
2024 1 26 $6M

Oakland Insurance Agency filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN383549764
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Oakland Insurance Agency 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Oakland Insurance Agency 401(k) Profit Sharing Plan, Total assets ($B): 0.005343813 · Participants: 25Oakland Insurance Agency 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Oakland Insurance Agency 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Oakland Insurance Agency 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oakland Insurance Agency 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Company 401(k) Plan in FL ($5M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Oakland Insurance Agency 401(k) Profit Sharing Plan assets move in 2023? ▼
Oakland Insurance Agency 401(k) Profit Sharing Plan grew sharply - up 27.0% during 2023, from $4M to $5M. Reported net income was $1M.
How have Oakland Insurance Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakland Insurance Agency's sponsor-wide assets grew 50.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Oakland Insurance Agency 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Company 401(k) Plan in FL ($5M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Oakland Insurance Agency 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 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 383549764.

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.