401(k) · DOL Form 5500 · 2023

Oak Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
34th
Percentile by assets National rank
$872,388
Avg per participant High balance/head
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Official DOL plan name: Oak Engineering, Inc. Retirement Plan and Trust · Sponsored by Oak Engineering, Inc. · Illinois · Wholesale Trade

$3M in assets, 3 participants

Oak Engineering, Inc.'s Oak Engineering, Inc. Retirement Plan and Trust reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,435 in Wholesale Trade (6,309 peers)

Oak Engineering, Inc. multi-year trail

Oak Engineering, Inc.'s plans moved +62.5% in assets from 2022 to 2024; this filing shows Oak Engineering, Inc. Retirement Plan and Trust at $3M / 3 participants.

#1,435
in Wholesale Trade (6,309 peers)
+37.3%
assets growth YoY

Oak Engineering, Inc. Retirement Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Oak Engineering, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$2,617,165 34th percentile higher than 34% 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 Engineering, Inc. Retirement Plan and Trust 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 Engineering, Inc. Retirement Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak Engineering, Inc. Retirement Plan and Trust reported net income rose from -$357K in the plan year 2022 filing to $712K in the plan year 2023 filing.
  • Oak Engineering, Inc. Retirement Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362659805 · Oak Engineering, Inc. PY 2023 · 401(k)

Oak Engineering, Inc. Retirement Plan and Trust · $3M · 3 · 34th

  • BOY $3M
  • SCH 3
  • EBSA 34th
  • PART 401(k)
  • TYPE near Scottish Rite Masonic Museum & Library Retirement Plan
  • NET ind #1435

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 Wholesale Trade retirement plans → · Plans in Illinois →

Oak Engineering, Inc. Retirement Plan and Trust in the asset neighbourhood

Oak Engineering, Inc. Retirement Plan and TrustOak Engineering, Inc. Retire…$3MScottish Rite Masonic Museum & Library Retirement PlanScottish Rite Masonic Museum…$3MBates Trucking Co Inc 401(k) Profit Sharing Plan & TrustBates Trucking Co Inc 401(k)…$3MMilo's Hamburgers 401(k) Plan$3MHowry Residential Services 401(k) PlanHowry Residential Services 4…$3M
End-of-year total assets ($M) among Oak Engineering, Inc. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oak Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oak Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 62.47152602220021% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.61M $5.86M ▲ +62.3%
Year Plans Participants Total Assets
2022 2 6 $4M
2023 2 6 $5M
2024 2 6 $6M

Oak Engineering, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$712K
Employer EIN362659805
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Oak Engineering, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Oak Engineering, Inc. Retirement Plan and Trust, Total assets ($B): 0.002617165 · Participants: 3Oak Engineering, Inc. Retirement Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Oak Engineering, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Oak Engineering, Inc. Retirement Plan and Trust side-by-side with 3 peers →

Oak Engineering, Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Scottish Rite Masonic Museum & Library Retirement Plan in MA ($3M); 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 Engineering, Inc. Retirement Plan and Trust assets move in 2023? ▼
Oak Engineering, Inc. Retirement Plan and Trust surged - up 37.3% during 2023, from $2M to $3M. Reported net income was $712K.
How have Oak Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Engineering, Inc.'s sponsor-wide assets grew 62.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Oak Engineering, Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Scottish Rite Masonic Museum & Library Retirement Plan in MA ($3M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Oak Engineering, Inc. Retirement Plan and Trust? ▼
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 362659805.

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.