401(k) · DOL Form 5500 · 2023
Oakbrook Corporation 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 255
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $45,039
- Avg per participant Low balance/head
Official DOL plan name: Oakbrook Corporation Salary Deferral Profit Sharing Plan · Sponsored by Oakbrook Corporation · Wisconsin · Real Estate
$11M in assets, 255 participants
Oakbrook Corporation's Oakbrook Corporation Salary Deferral Profit Sharing Plan reported $11M in total assets and 255 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,717 in Real Estate (4,727 peers)
Coverage in Wisconsin
Oakbrook Corporation Salary Deferral Profit Sharing Plan covers 255 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.
- #3,717
- in Real Estate (4,727 peers)
- +18.9%
- assets growth YoY
Oakbrook Corporation Salary Deferral Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Oakbrook Corporation Salary Deferral Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,484,966 Top 38% higher than 62% 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
Oakbrook Corporation Salary Deferral 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. Oakbrook Corporation Salary Deferral Profit Sharing Plan sits mid-pack in the medium band (255 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oakbrook Corporation Salary Deferral Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Oakbrook Corporation Salary Deferral Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Oakbrook Corporation Salary Deferral Profit Sharing Plan reported participants fell from 261 in the plan year 2022 filing to 255 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 391591030 · Oakbrook Corporation PY 2023 · 401(k)
Oakbrook Corporation Salary Deferral Profit Sharing Plan · $11M · 255 · 62nd
- PHOTO $11M
- IND 255
- EOY 62nd
- 5500 401(k)
- ASSETS near Senko Advanced Components 401(k) Plan
- PCT ind #3717
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 Real Estate retirement plans → · Plans in Wisconsin →
Oakbrook Corporation Salary Deferral Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 391591030 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakbrook Corporation)
Sponsor-wide plan assets over time
All Oakbrook Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 41.94329667739519% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 261 | $10M |
| 2023 | 1 | 255 | $11M |
| 2024 | 1 | 265 | $14M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Oakbrook Corporation Salary Deferral Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Senko Advanced Components 401(k) Plan in MA ($11M); by covered participants it is Johnson & Towers Inc. Thrift Savings Plan in NJ (255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Senko Advanced Components 401(k) Plan (MA) $11M · 133
- Elettric 80 Inc. 401(k) Profit Sharing Plan & Trust (IL) $11M · 131
- J.a. Watts, Inc. 401(k) Plan (IL) $11M · 134
- Ball Ventures, LLC, 401(k) Plan (ID) $11M · 571
Similar participant headcount
Nearest other-state filings by covered participants (255 participants); asset peers above are excluded.
- Johnson & Towers Inc. Thrift Savings Plan (NJ) 255 · 0 off
- Acquistapace Harvesting, Inc. 401(k) Plan (CA) 255 · 0 off
- Sai360 401(k) Savings Plan (IL) 255 · 0 off
- Cleaveland/Price, Inc. 401(k) Plan (PA) 255 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.