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
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
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.
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 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
| 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 EIN | 383196699 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (872 participants); asset peers above are excluded.
- Quincy Medical Group Retirement Trust (IL) 872 · 0 off
- Croell, Inc. 401(k) Plan (IA) 872 · 0 off
- Capital Consultants Management Corporation 401(k) Salary Reduction (AZ) 872 · 0 off
- Hallkeen Management, Inc. 401(k) Retirement Plan (MA) 872 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.