401(k) · DOL Form 5500 · 2023

Oak River Farms LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
43
Participants Small participant base
43rd
Percentile by assets National rank
$108,336
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ag Real Estate 401(k) Plan · Sponsored by Oak River Farms LLC · Washington · Real Estate

$5M in assets, 43 participants

Oak River Farms LLC's Ag Real Estate 401(k) Plan reported $5M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,966 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Ag Real Estate 401(k) Plan ranks #2,966 of 4,727 2023 filers by assets (557% of the sector average)-$5M for 43 participants.

#2,966
in Real Estate (4,727 peers)
+6.5%
assets growth YoY

Ag Real Estate 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Ag Real Estate 401(k) Plan vs every filed plan by assets

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

$4,658,455 43rd percentile higher than 43% 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

Ag Real Estate 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ag Real Estate 401(k) Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ag Real Estate 401(k) Plan reported net income rose from -$64K in the plan year 2022 filing to $283K in the plan year 2023 filing.
  • Ag Real Estate 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ag Real Estate 401(k) Plan reported participants fell from 44 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 843085975 · Oak River Farms LLC PY 2023 · 401(k)

Ag Real Estate 401(k) Plan · $5M · 43 · 43rd

  • BOY $5M
  • BOY 43
  • BOY 43rd
  • BOY 401(k)
  • BOY near Peters Kalail & Markakis Co., L.P.a. Savings Plan
  • BOY ind #2966

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 Washington →

Ag Real Estate 401(k) Plan in the asset neighbourhood

Ag Real Estate 401(k) Plan$5MPeters Kalail & Markakis Co., L.P.a. Savings PlanPeters Kalail & Markakis Co.…$5MCommunity Health & Dental 401(k) PlanCommunity Health & Dental 40…$5MPetree and Seibert Family Dentistry, P.C. 401(k) PlanPetree and Seibert Family De…$5MRevelation Pharmacy Retirement Savings PlanRevelation Pharmacy Retireme…$5M
End-of-year total assets ($M) among Ag Real Estate 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$283K
Employer EIN843085975
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak River Farms LLC)

Sponsor-wide plan assets over time

All Oak River Farms LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.275866419717364% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.37M $5.44M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 44 $4M
2023 1 43 $5M
2024 1 26 $5M

Nearby 401(k) Plans in Washington

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

Ag Real Estate 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Ag Real Estate 401(k) Plan, Total assets ($B): 0.004658455 · Participants: 43Ag Real Estate 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Ag Real Estate 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Ag Real Estate 401(k) Plan side-by-side with 3 peers →

Ag Real Estate 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Peters Kalail & Markakis Co., L.P.a. Savings Plan in OH ($5M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Ag Real Estate 401(k) Plan assets move in 2023? ▼
Ag Real Estate 401(k) Plan grew at a solid clip - up 6.5% during 2023, from $4M to $5M. Reported net income was $283K.
How have Oak River Farms LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak River Farms LLC's sponsor-wide assets grew 24.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Ag Real Estate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peters Kalail & Markakis Co., L.P.a. Savings Plan in OH ($5M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Ag Real Estate 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M 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 843085975.

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.