401(k) · DOL Form 5500 · 2023

Bruce Oakley, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
601
Participants Below avg headcount
84th
Percentile by assets National rank
$74,466
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bruce Oakley, Inc. 401(k) Profit Sharing Plan · Sponsored by Bruce Oakley, Inc. · Arkansas · Transportation & Warehousing

$45M in assets, 601 participants

Bruce Oakley, Inc.'s Bruce Oakley, Inc. 401(k) Profit Sharing Plan reported $45M in total assets and 601 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,788 in Transportation & Warehousing (3,362 peers)

Coverage in Arkansas

Bruce Oakley, Inc. 401(k) Profit Sharing Plan covers 601 participants in Arkansas, about 22% of the average Arkansas filer (state average ~2,784 per filing). Assets: $45M.

#2,788
in Transportation & Warehousing (3,362 peers)
+16.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Bruce Oakley, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Bruce Oakley, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$44,754,027 Top 16% higher than 84% 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

Bruce Oakley, Inc. 401(k) Profit Sharing 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. Bruce Oakley, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (601 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bruce Oakley, Inc. 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Bruce Oakley, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 710483822 · Bruce Oakley, Inc. PY 2023 · 401(k)

Bruce Oakley, Inc. 401(k) Profit Sharing Plan · $45M · 601 · 84th

  • RANK $45M
  • RANK 601
  • RANK 84th
  • RANK 401(k)
  • RANK near Mid Penn Bank Retirement Plan
  • RANK ind #2788

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 Transportation & Warehousing retirement plans → · Plans in Arkansas →

Bruce Oakley, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Profit Sharing Plan & Trust of South Carolina Oncology Associates, P. a.Profit Sharing Plan & Trust …$45MBruce Oakley, Inc. 401(k) Profit Sharing PlanBruce Oakley, Inc. 401(k) Pr…$45MMid Penn Bank Retirement Plan$45MFujimi Corporation Profit Sharing & Pension PlanFujimi Corporation Profit Sh…$45MThe International Association of Lions Clubs 401(k) Savings PlanThe International Associatio…$45M
End-of-year total assets ($M) among Bruce Oakley, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arkansas filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN710483822
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bruce Oakley, Inc.)

Sponsor-wide plan assets over time

All Bruce Oakley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 38.277062865965824% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.4M $53.1M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 604 $38M
2023 1 601 $45M
2024 1 666 $53M

Nearby 401(k) Plans in Arkansas

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

Bruce Oakley, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Bruce Oakley, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.044754027 · Participants: 601Bruce Oakley, Inc. 401(k) Profit Sharing PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Bruce Oakley, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Bruce Oakley, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Bruce Oakley, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Mid Penn Bank Retirement Plan in PA ($45M); by covered participants it is Summit Electric Supply Co. 401(k) Plan in NM (601 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (601 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 Bruce Oakley, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Bruce Oakley, Inc. 401(k) Profit Sharing Plan grew sharply - up 16.6% during 2023, from $38M to $45M. Reported net income was $6M.
How have Bruce Oakley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bruce Oakley, Inc.'s sponsor-wide assets grew 38.3%, from $38M to $53M.
Where does Bruce Oakley, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Bruce Oakley, Inc. 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bruce Oakley, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid Penn Bank Retirement Plan in PA ($45M, 571 participants).
Which 401(k) plans cover a similar participant headcount to Bruce Oakley, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Summit Electric Supply Co. 401(k) Plan in NM (601 participants, $80M 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 710483822.

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.