401(k) · DOL Form 5500 · 2023
Oak Ridge Investments, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $451,482
- Avg per participant High balance/head
Official DOL plan name: Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust · Sponsored by Oak Ridge Investments, LLC · Illinois · Finance & Insurance
$5M in assets, 11 participants
Oak Ridge Investments, LLC's Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust reported $5M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #2,777 in Finance & Insurance (8,869 peers)
Oak Ridge Investments, LLC multi-year trail
Oak Ridge Investments, LLC's plans moved +41.7% in assets from 2022 to 2024; this filing shows Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust at $5M / 11 participants.
- #2,777
- in Finance & Insurance (8,869 peers)
- +20.7%
- assets growth YoY
Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,966,300 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust reported net income rose from -$385K in the plan year 2022 filing to $851K in the plan year 2023 filing.
- Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 364142388 · Oak Ridge Investments, LLC PY 2023 · 401(k)
Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust · $5M · 11 · 44th
- PHOTO $5M
- IND 11
- EOY 44th
- 5500 401(k)
- ASSETS near Carrus Healthcare 401(k) Plan
- PCT ind #2777
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 Illinois →
Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust in the asset neighbourhood
Oak Ridge Investments, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Oak Ridge Investments, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 41.68873064324925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $4M |
| 2023 | 1 | 11 | $5M |
| 2024 | 1 | 11 | $6M |
Oak Ridge Investments, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $851K |
| Employer EIN | 364142388 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Carrus Healthcare 401(k) Plan in TX ($5M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 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 (11 participants); asset peers above are excluded.
- True Colors International, Inc. Retirement Plan (CA) 11 · 0 off
- Fresno Neon Sign Co., Inc. 401(k) Profit Sharing Plan (CA) 11 · 0 off
- Bg Logistics, Inc. 401(k) Plan (FL) 11 · 0 off
- Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.