401(k) · DOL Form 5500 · 2023
Kris Oaks Construction Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 197
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $12,874
- Avg per participant Low balance/head
Official DOL plan name: Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Kris Oaks Construction Inc · New York · Construction
$3M in assets, 197 participants
Kris Oaks Construction Inc's Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 197 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.
- #2,810 in Construction (9,030 peers)
Coverage in New York
Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust covers 197 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $3M.
- #2,810
- in Construction (9,030 peers)
- +47.4%
- assets growth YoY
Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,536,129 33rd percentile higher than 33% 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
Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust 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. Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $378K in the plan year 2022 filing to $815K in the plan year 2023 filing.
- Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 159 in the plan year 2022 filing to 197 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 841665514 · Kris Oaks Construction Inc PY 2023 · 401(k)
Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust · $3M · 197 · 33rd
- RANK $3M
- PHOTO 197
- IND 33rd
- EOY 401(k)
- 5500 near Choice Academies, Inc. 401(k) Plan
- ASSETS ind #2810
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 Construction retirement plans → · Plans in New York →
Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $815K |
| Employer EIN | 841665514 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kris Oaks Construction Inc)
Sponsor-wide plan assets over time
All Kris Oaks Construction Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 98.10260054892149% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $2M |
| 2023 | 1 | 197 | $3M |
| 2024 | 1 | 227 | $3M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Kris Oaks Construction Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Choice Academies, Inc. 401(k) Plan in AZ ($3M); by covered participants it is Rave 401(k) Plan in MA (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- Rave 401(k) Plan (MA) 197 · 0 off
- Pubco Corporation and Subsidiaries 401(k) Plan (OH) 197 · 0 off
- Exeter Government Services, LLC 401(k) Retirement (MD) 197 · 0 off
- Acton Medical Associates, P.C. 401(k) Profit Sharing Plan (MA) 197 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.