401(k) · DOL Form 5500 · 2023

Iron Oak Home Loans, Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
29th
Percentile by assets National rank
$282,430
Avg per participant High balance/head
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Official DOL plan name: Iron Oak Home Loans Employee Profit Sharing Plan 401(k) · Sponsored by Iron Oak Home Loans, Inc · California · Real Estate

$2M in assets, 6 participants

Iron Oak Home Loans, Inc's Iron Oak Home Loans Employee Profit Sharing Plan 401(k) reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,264 in Real Estate (4,727 peers)

Iron Oak Home Loans, Inc multi-year trail

Iron Oak Home Loans, Inc's plans moved +22.7% in assets from 2022 to 2024; this filing shows Iron Oak Home Loans Employee Profit Sharing Plan 401(k) at $2M / 6 participants.

#2,264
in Real Estate (4,727 peers)
+1.1%
assets growth YoY

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) among the smaller filed plans by assets

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) vs every filed plan by assets

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

$1,694,577 29th percentile higher than 29% 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

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iron Oak Home Loans Employee Profit Sharing Plan 401(k) is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iron Oak Home Loans Employee Profit Sharing Plan 401(k) reported net income fell from $290K in the plan year 2022 filing to $19K in the plan year 2023 filing.
  • Iron Oak Home Loans Employee Profit Sharing Plan 401(k) end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680441197 · Iron Oak Home Loans, Inc PY 2023 · 401(k)

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) · $2M · 6 · 29th

  • EIN $2M
  • RANK 6
  • PHOTO 29th
  • IND 401(k)
  • EOY near Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust
  • 5500 ind #2264

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 California →

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) in the asset neighbourhood

Iron Oak Home Loans Employee Profit Sharing Plan 401(k)Iron Oak Home Loans Employee…$2MDavis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & TrustDavis Gillett Mottern & Sims…$2MMenconi & Schoelkopf Fine Art, LLC Profit Sharing PlanMenconi & Schoelkopf Fine Ar…$2MNational Pool Partners Retirement PlanNational Pool Partners Retir…$2MLangefeld, Czapla, & Associates, D.D.S., P.C. Profit Sharing PlanLangefeld, Czapla, & Associa…$2M
End-of-year total assets ($M) among Iron Oak Home Loans Employee Profit Sharing Plan 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iron Oak Home Loans, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Iron Oak Home Loans, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 22.661528921007758% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.68M $2.06M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M
2024 1 6 $2M

Iron Oak Home Loans, Inc filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$19K
Employer EIN680441197
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Iron Oak Home Loans Employee Profit Sharing Plan 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Iron Oak Home Loans Employee Profit Sharing Plan 401(k), Total assets ($B): 0.001694577 · Participants: 6Iron Oak Home Loans Employee Profit Sharing Plan 401(k)Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Iron Oak Home Loans Employee Profit Sharing Plan 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Iron Oak Home Loans Employee Profit Sharing Plan 401(k) side-by-side with 3 peers →

Iron Oak Home Loans Employee Profit Sharing Plan 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust in GA ($2M); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Iron Oak Home Loans Employee Profit Sharing Plan 401(k) assets move in 2023? ▼
Iron Oak Home Loans Employee Profit Sharing Plan 401(k) edged up modestly - up 1.1% during 2023, from $2M to $2M. Reported net income was $19K.
How have Iron Oak Home Loans, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iron Oak Home Loans, Inc's sponsor-wide assets grew 22.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Iron Oak Home Loans Employee Profit Sharing Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust in GA ($2M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Iron Oak Home Loans Employee Profit Sharing Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants, $1M 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 680441197.

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.