401(k) · DOL Form 5500 · 2023

Oakman Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
32nd
Percentile by assets National rank
$263,118
Avg per participant High balance/head
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Official DOL plan name: Oakman Group Retirement Plan · Sponsored by Oakman Group, Inc. · Tennessee · Finance & Insurance

$2M in assets, 9 participants

Oakman Group, Inc.'s Oakman Group Retirement Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,979 in Finance & Insurance (8,869 peers)

Oakman Group, Inc. multi-year trail

Oakman Group, Inc.'s plans moved +54.1% in assets from 2022 to 2024; this filing shows Oakman Group Retirement Plan at $2M / 9 participants.

#1,979
in Finance & Insurance (8,869 peers)
+79.6%
assets growth YoY

Oakman Group Retirement Plan among the smaller filed plans by assets

Oakman Group Retirement Plan vs every filed plan by assets

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

$2,368,065 32nd percentile higher than 32% 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

Oakman Group Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakman Group Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakman Group Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Oakman Group Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Oakman Group Retirement Plan reported net income rose from $614K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 842271256 · Oakman Group, Inc. PY 2023 · 401(k)

Oakman Group Retirement Plan · $2M · 9 · 32nd

  • PART $2M
  • PART 9
  • PART 32nd
  • PART 401(k)
  • PART near Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust
  • PART ind #1979

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Oakman Group Retirement Plan in the asset neighbourhood

Oakman Group Retirement Plan$2MEdu Healthcare LLC 401(k) Profit Sharing Plan & TrustEdu Healthcare LLC 401(k) Pr…$2MSemiconductor Support Services, Co. 401(k) PlanSemiconductor Support Servic…$2MMurray & James Consulting, Inc. 401(k) Profit Sharing Plan & TrustMurray & James Consulting, I…$2MWpcs International - Suisun City, Inc. 401(k) PlanWpcs International - Suisun …$2M
End-of-year total assets ($M) among Oakman Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oakman Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oakman Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 54.144064905030895% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.32M $2.03M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 9 $2M
2024 1 9 $2M

Oakman Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN842271256
Plan Effective Date2019-07-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Oakman Group Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Oakman Group Retirement Plan, Total assets ($B): 0.002368065 · Participants: 9Oakman Group Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Oakman Group Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Oakman Group Retirement Plan side-by-side with 3 peers →

Oakman Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust in NC ($2M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Oakman Group Retirement Plan assets move in 2023? ▼
Oakman Group Retirement Plan surged - up 79.6% during 2023, from $1M to $2M. Reported net income was $1M.
How have Oakman Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakman Group, Inc.'s sponsor-wide assets grew 54.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Oakman Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edu Healthcare LLC 401(k) Profit Sharing Plan & Trust in NC ($2M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Oakman Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 842271256.

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.