401(k) · DOL Form 5500 · 2023

Oak Motors Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 145
Participants Small participant base: 43rd
Percentile by assets National rank: $31,935
Avg per participant Low balance/head

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Official DOL plan name: Oak Motors Inc 401(k) Plan · Sponsored by Oak Motors Inc · Indiana · Retail Trade

$5M in assets, 145 participants

Oak Motors Inc's Oak Motors Inc 401(k) Plan reported $5M in total assets and 145 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.

#4,502 in Retail Trade (8,414 peers)

Coverage in Indiana

Oak Motors Inc 401(k) Plan covers 145 participants in Indiana, about 27% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#4,502
in Retail Trade (8,414 peers): +11.6%
assets growth YoY

Oak Motors Inc 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Oak Motors Inc 401(k) Plan vs every filed plan by assets

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

$4,630,588 43rd percentile higher than 43% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Oak Motors Inc 401(k) 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. Oak Motors Inc 401(k) Plan sits mid-pack in the medium band (145 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Oak Motors Inc 401(k) Plan reported net income rose from -$441K in the plan year 2022 filing to $481K in the plan year 2023 filing.
Oak Motors Inc 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351657717 · Oak Motors Inc PY 2023 · 401(k)

Oak Motors Inc 401(k) Plan · $5M · 145 · 43rd

BOOK $5M
VS-ST 145
BOY 43rd
SCH 401(k)
EBSA near Charles Pratt & Company, LLC.
PART ind #4502

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 Retail Trade retirement plans → · Plans in Indiana →

End-of-year total assets ($M) among Oak Motors Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$481K
Employer EIN	351657717
Plan Effective Date	2009-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Oak Motors Inc)

Latest sponsor-wide plan assets: $5M 11.586833172601224% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	145	$4M
2023	1	145	$5M

Nearby 401(k) Plans in Indiana

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

Oak Motors Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Oak Motors Inc 401(k) Plan side-by-side with 3 peers →

Oak Motors Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Charles Pratt & Company, LLC. in NY ($5M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Charles Pratt & Company, LLC. (NY) $5M · 9
Abbott Label, Inc. 401(k) Plan (TX) $5M · 235
The Parker Avery Group 401(k) Plan (GA) $5M · 30
Dillard-Lewis, Inc. Dba Highland Express 401(k) Plan (NC) $5M · 129

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

Fabian Oil Inc Profit Sharing Plan and Trust (ME) 145 · 0 off
P.D.I. Foods, LLC 401(k) Profit Sharing Plan and Trust (MN) 145 · 0 off
Hg Detroit Consulting, LLC 401(k) Profit Sharing Plan & Trust (CO) 145 · 0 off
Dfa of California 401(k) Plan (CA) 145 · 0 off

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 Oak Motors Inc 401(k) Plan assets move in 2023? ▼

Oak Motors Inc 401(k) Plan grew at a solid clip - up 11.6% during 2023, from $4M to $5M. Reported net income was $481K.

How have Oak Motors Inc plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Oak Motors Inc's sponsor-wide assets grew 11.6%, from $4M to $5M.

Which 401(k) plans are similar in size to Oak Motors Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Charles Pratt & Company, LLC. in NY ($5M, 9 participants).

Which 401(k) plans cover a similar participant headcount to Oak Motors Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A 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 351657717.