401(k) · DOL Form 5500 · 2023

The Oaks Park Association 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
33
Participants Small participant base
27th
Percentile by assets National rank
$45,763
Avg per participant Low balance/head
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Official DOL plan name: Oaks Park 401(k) Plan · Sponsored by The Oaks Park Association · Oregon · Arts, Entertainment & Recreation

$2M in assets, 33 participants

The Oaks Park Association's Oaks Park 401(k) Plan reported $2M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,538 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Oaks Park 401(k) Plan ranks #1,538 of 2,945 2023 filers by assets (1839% of the sector average)-$2M for 33 participants.

#1,538
in Arts, Entertainment & Recreation (2,945 peers)
-5.1%
assets change YoY

The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oaks Park 401(k) Plan among the smaller filed plans by assets

Oaks Park 401(k) Plan vs every filed plan by assets

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

$1,510,170 27th percentile higher than 27% 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

Oaks Park 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. Oaks Park 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 930825821 · The Oaks Park Association PY 2023 · 401(k)

Oaks Park 401(k) Plan · $2M · 33 · 27th

  • SCH $2M
  • EBSA 33
  • PART 27th
  • TYPE 401(k)
  • NET near Red Horse Market 401(k) Profit Sharing Plan
  • BOOK ind #1538

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 Arts, Entertainment & Recreation retirement plans → · Plans in Oregon →

Oaks Park 401(k) Plan in the asset neighbourhood

Oaks Park 401(k) Plan$2MRed Horse Market 401(k) Profit Sharing PlanRed Horse Market 401(k) Prof…$2MCota 401(k) Plan$2MThe Francis Law Firm PLLC 401(k)Profitsharing Plan Formerly Francis & Austin PLLC 401(k) PspThe Francis Law Firm PLLC 40…$2MFamily Practice Associates of Western Kansas, LLC Retirement PlanFamily Practice Associates o…$2M
End-of-year total assets ($M) among Oaks Park 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$80K
Employer EIN930825821
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Oaks Park Association)

Sponsor-wide plan assets over time

All The Oaks Park Association plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.909791612864776% vs 2023
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M$1.9M 20232024 $1.51M $1.8M ▲ +19.2%
Year Plans Participants Total Assets
2023 1 33 $2M
2024 1 45 $2M

Nearby 401(k) Plans in Oregon

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

Oaks Park 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Oaks Park 401(k) Plan, Total assets ($B): 0.00151017 · Participants: 33Oaks Park 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Oaks Park 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oaks Park 401(k) Plan side-by-side with 3 peers →

Oaks Park 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Red Horse Market 401(k) Profit Sharing Plan in NY ($2M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Oaks Park 401(k) Plan assets move in 2023? ▼
Oaks Park 401(k) Plan pulled back noticeably - down 5.1% during 2023, from $2M to $2M. Reported net income was -$80K.
How have The Oaks Park Association plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Oaks Park Association's sponsor-wide assets grew 18.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Oaks Park 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red Horse Market 401(k) Profit Sharing Plan in NY ($2M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Oaks Park 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 930825821.

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.