401(k) · DOL Form 5500 · 2023

Oakland Management Corp 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
872
Participants Near avg headcount
68th
Percentile by assets National rank
$18,340
Avg per participant Low balance/head
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Official DOL plan name: Oakland Management Tax-Deferred Savings Plan · Sponsored by Oakland Management Corp · Michigan · Real Estate

$16M in assets, 872 participants

Oakland Management Corp's Oakland Management Tax-Deferred Savings Plan reported $16M in total assets and 872 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,951 in Real Estate (4,727 peers)

Oakland Management Corp multi-year trail

Oakland Management Corp's plans moved +62.1% in assets from 2022 to 2024; this filing shows Oakland Management Tax-Deferred Savings Plan at $16M / 872 participants.

#3,951
in Real Estate (4,727 peers)
+31.9%
assets growth YoY

Oakland Management Tax-Deferred Savings Plan's outsized position by total assets

Oakland Management Tax-Deferred Savings Plan vs every filed plan by assets

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

$15,992,431 Top 32% higher than 68% 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 Management Tax-Deferred Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakland Management Tax-Deferred Savings Plan sits mid-pack in the medium band (872 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakland Management Tax-Deferred Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Oakland Management Tax-Deferred Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 383196699 · Oakland Management Corp PY 2023 · 401(k)

Oakland Management Tax-Deferred Savings Plan · $16M · 872 · 68th

  • NET $16M
  • BOOK 872
  • VS-ST 68th
  • BOY 401(k)
  • SCH near Maxmara USA, Inc. Retirement Savings Plan
  • EBSA ind #3951

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 Real Estate retirement plans → · Plans in Michigan →

Oakland Management Tax-Deferred Savings Plan in the asset neighbourhood

Oakland Management Tax-Deferred Savings PlanOakland Management Tax-Defer…$16MMaxmara USA, Inc. Retirement Savings PlanMaxmara USA, Inc. Retirement…$16MSkyview Cooling Company 401(k) Profit Sharing PlanSkyview Cooling Company 401(…$16MPrecision Custom Components, LLC 401(k) PlanPrecision Custom Components,…$16MFiondella, Milone & Lasaracina 401(k) PlanFiondella, Milone & Lasaraci…$16M
End-of-year total assets ($M) among Oakland Management Tax-Deferred Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oakland Management Corp multi-year asset trail

Sponsor-wide plan assets over time

All Oakland Management Corp plans reported in each filing year

Latest sponsor-wide plan assets
$20M 62.08158779238515% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.1M $19.7M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 869 $12M
2023 1 872 $16M
2024 1 1,013 $20M

Oakland Management Corp filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN383196699
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Oakland Management Tax-Deferred Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Oakland Management Tax-Deferred Savings Plan, Total assets ($B): 0.015992431 · Participants: 872Oakland Management Tax-Deferred Savings 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 Management Tax-Deferred Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Oakland Management Tax-Deferred Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Maxmara USA, Inc. Retirement Savings Plan in NY ($16M); by covered participants it is Quincy Medical Group Retirement Trust in IL (872 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (872 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 Management Tax-Deferred Savings Plan assets move in 2023?
Oakland Management Tax-Deferred Savings Plan surged - up 31.9% during 2023, from $12M to $16M. Reported net income was $4M.
How have Oakland Management Corp plan assets changed over time?
Across 3 plan years on file (2022-2024), Oakland Management Corp's sponsor-wide assets grew 62.1%, from $12M to $20M.
Which 401(k) plans are similar in size to Oakland Management Tax-Deferred Savings Plan?
Among 401(k) plans in other states, the closest by assets is Maxmara USA, Inc. Retirement Savings Plan in NY ($16M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Oakland Management Tax-Deferred Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Quincy Medical Group Retirement Trust in IL (872 participants, N/A in assets).