401(k) · DOL Form 5500 · 2022

White Oak Management, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
2,213
Participants Above avg headcount
79th
Percentile by assets National rank
$10,479
Avg per participant Low balance/head
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Official DOL plan name: White Oak Management, Inc. Retirement Plan · Sponsored by White Oak Management, Inc. · South Carolina · Healthcare & Social Assistance

$23M in assets, 2,213 participants

White Oak Management, Inc.'s White Oak Management, Inc. Retirement Plan reported $23M in total assets and 2,213 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,551 in Healthcare & Social Assistance (20,060 peers)

Coverage in South Carolina

White Oak Management, Inc. Retirement Plan covers 2,213 participants in South Carolina, 6.0x the typical South Carolina plan (state average ~369 per filing). Assets: $23M.

#16,551
in Healthcare & Social Assistance (20,060 peers)
+5.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

White Oak Management, Inc. Retirement Plan's outsized position by total assets

White Oak Management, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,190,186 Top 21% higher than 79% of 139,123 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 2022

White Oak Management, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. White Oak Management, Inc. Retirement Plan lands in the large band (2,213 participants).

Published 5500 schedule card

Filing strip 621099917 · White Oak Management, Inc. PY 2022 · 401(k)

White Oak Management, Inc. Retirement Plan · $23M · 2,213 · 79th

  • ASSETS $23M
  • ASSETS 2,213
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near Architects Hawaii, Ltd. 401(k) Profit Sharing Plan
  • ASSETS ind #16551

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 Healthcare & Social Assistance retirement plans → · Plans in South Carolina →

White Oak Management, Inc. Retirement Plan in the asset neighbourhood

White Oak Management, Inc. Retirement PlanWhite Oak Management, Inc. R…$23MArchitects Hawaii, Ltd. 401(k) Profit Sharing PlanArchitects Hawaii, Ltd. 401(…$23MDelta Dental of Colorado Savings and Retirement PlanDelta Dental of Colorado Sav…$23MC.G. Roxane 401(k) Plan$23MCenter for Internet Security 401(k) PlanCenter for Internet Security…$23M
End-of-year total assets ($M) among White Oak Management, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN621099917
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (White Oak Management, Inc.)

Sponsor-wide plan assets over time

All White Oak Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 10.079807035614117% vs 2022
2023 filing year
$22M$23M$24M$25M$26M 20222023 $23.2M $25.5M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 2,213 $23M
2023 1 2,082 $26M

Nearby 401(k) Plans in South Carolina

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

White Oak Management, Inc. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants White Oak Management, Inc. Retirement Plan, Total assets ($B): 0.023190186 · Participants: 2213White Oak Management, Inc. Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
White Oak Management, Inc. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare White Oak Management, Inc. Retirement Plan side-by-side with 3 peers →

White Oak Management, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Architects Hawaii, Ltd. 401(k) Profit Sharing Plan in HI ($23M); by covered participants it is Din Tai Fung Retirement Plan in CA (2,212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,213 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did White Oak Management, Inc. Retirement Plan assets move in 2022? ▼
White Oak Management, Inc. Retirement Plan grew at a solid clip - up 5.5% during 2022, from $22M to $23M. Reported net income was $1M.
How have White Oak Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), White Oak Management, Inc.'s sponsor-wide assets grew 10.1%, from $23M to $26M.
Where does White Oak Management, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
White Oak Management, Inc. Retirement Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to White Oak Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Architects Hawaii, Ltd. 401(k) Profit Sharing Plan in HI ($23M, 96 participants).
Which 401(k) plans cover a similar participant headcount to White Oak Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Din Tai Fung Retirement Plan in CA (2,212 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621099917.

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.