401(k) · DOL Form 5500 · 2023

Twin Oaks Estate, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
149
Participants Small participant base
33rd
Percentile by assets National rank
$16,511
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Twin Oaks Estate 401(k) Profit Sharing Plan · Sponsored by Twin Oaks Estate, Inc. · Missouri · Healthcare & Social Assistance

$2M in assets, 149 participants

Twin Oaks Estate, Inc.'s Twin Oaks Estate 401(k) Profit Sharing Plan reported $2M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,783 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Twin Oaks Estate 401(k) Profit Sharing Plan covers 149 participants in Missouri, about 20% of the average Missouri filer (state average ~737 per filing). Assets: $2M.

#5,783
in Healthcare & Social Assistance (17,684 peers)
+24.3%
assets growth YoY

Twin Oaks Estate 401(k) Profit Sharing Plan among the smaller filed plans by assets

Twin Oaks Estate 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,460,167 33rd percentile higher than 33% 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

Twin Oaks Estate 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. Twin Oaks Estate 401(k) Profit Sharing Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Twin Oaks Estate 401(k) Profit Sharing Plan reported net income rose from -$333K in the plan year 2022 filing to $482K in the plan year 2023 filing.
  • Twin Oaks Estate 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Twin Oaks Estate 401(k) Profit Sharing Plan reported participants rose from 141 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 431216334 · Twin Oaks Estate, Inc. PY 2023 · 401(k)

Twin Oaks Estate 401(k) Profit Sharing Plan · $2M · 149 · 33rd

  • EOY $2M
  • EOY 149
  • EOY 33rd
  • EOY 401(k)
  • EOY near Jerry.Ai 401(k) Plan
  • EOY ind #5783

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 Missouri →

Twin Oaks Estate 401(k) Profit Sharing Plan in the asset neighbourhood

Twin Oaks Estate 401(k) Profit Sharing PlanTwin Oaks Estate 401(k) Prof…$2MJerry.Ai 401(k) Plan$2MVideo Voice Data Communications 401(k) PlanVideo Voice Data Communicati…$2M50floor 401(k) Plan$2MThomas & Fees Accountancy Corporation 401(k) Profit Sharing PlanThomas & Fees Accountancy Co…$2M
End-of-year total assets ($M) among Twin Oaks Estate 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$482K
Employer EIN431216334
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Twin Oaks Estate, Inc.)

Sponsor-wide plan assets over time

All Twin Oaks Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 46.57177354020197% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.98M $2.9M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 141 $2M
2023 1 149 $2M
2024 1 150 $3M

Nearby 401(k) Plans in Missouri

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

Twin Oaks Estate 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Twin Oaks Estate 401(k) Profit Sharing Plan, Total assets ($B): 0.002460167 · Participants: 149Twin Oaks Estate 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Twin Oaks Estate 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Twin Oaks Estate 401(k) Profit Sharing Plan side-by-side with 3 peers →

Twin Oaks Estate 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Jerry.Ai 401(k) Plan in CA ($2M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Twin Oaks Estate 401(k) Profit Sharing Plan assets move in 2023? ▼
Twin Oaks Estate 401(k) Profit Sharing Plan grew sharply - up 24.3% during 2023, from $2M to $2M. Reported net income was $482K.
How have Twin Oaks Estate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twin Oaks Estate, Inc.'s sponsor-wide assets grew 46.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Twin Oaks Estate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jerry.Ai 401(k) Plan in CA ($2M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Twin Oaks Estate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 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 431216334.

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.