401(k) · DOL Form 5500 · 2023

Oakes & Fosher LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
26th
Percentile by assets National rank
$142,746
Avg per participant Near avg balance/head
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Official DOL plan name: Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Oakes & Fosher LLC · Missouri · Professional & Technical Services

$1M in assets, 9 participants

Oakes & Fosher LLC's Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 9 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.

  • #4,332 in Professional & Technical Services (20,321 peers)

Oakes & Fosher LLC multi-year trail

Oakes & Fosher LLC's plans moved -13.1% in assets from 2022 to 2024; this filing shows Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust at $1M / 9 participants.

#4,332
in Professional & Technical Services (20,321 peers)
-13.4%
assets change YoY

The plan reported a net loss of $199K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,284,715 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

Oakes & Fosher LLC 401(k) Profit Sharing Plan & 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. Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust reported net income fell from -$30K in the plan year 2022 filing to -$199K in the plan year 2023 filing.
  • Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010797111 · Oakes & Fosher LLC PY 2023 · 401(k)

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust · $1M · 9 · 26th

  • ASSETS $1M
  • PCT 9
  • EIN 26th
  • RANK 401(k)
  • PHOTO near Bock Ventures Retirement Plan
  • IND ind #4332

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 Professional & Technical Services retirement plans → · Plans in Missouri →

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Oakes & Fosher LLC 401(k) Profit Sharing Plan & TrustOakes & Fosher LLC 401(k) Pr…$1MBock Ventures Retirement Plan$1MKabobjo Foods, Inc. 401(k) PlanKabobjo Foods, Inc. 401(k) P…$1MStillwater Construction Group, LLC 401(k) PlanStillwater Construction Grou…$1MG H Insurance & Financial Services Retirement PlanG H Insurance & Financial Se…$1M
End-of-year total assets ($M) among Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oakes & Fosher LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oakes & Fosher LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 13.058384265847161% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M 202220232024 $1.48M $1.29M ▼ -12.8%
Year Plans Participants Total Assets
2022 1 9 $1M
2023 1 9 $1M
2024 1 8 $1M

Oakes & Fosher LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$199K
Employer EIN010797111
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001284715 · Participants: 9Oakes & Fosher LLC 401(k) Profit Sharing Plan & TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Bock Ventures Retirement Plan in FL ($1M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 13.4% during 2023, from $1M to $1M. Reported net income was -$199K.
How have Oakes & Fosher LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakes & Fosher LLC's sponsor-wide assets declined 13.1%, from $1M to $1M.
Which 401(k) plans are similar in size to Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bock Ventures Retirement Plan in FL ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Oakes & Fosher LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 010797111.

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.