401(k) · DOL Form 5500 · 2023

The Oaks Country Club 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
66
Participants Small participant base
33rd
Percentile by assets National rank
$37,332
Avg per participant Low balance/head
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Official DOL plan name: The Oaks Country Club 401(k) Profit Sharing Plan · Sponsored by The Oaks Country Club · Oklahoma · Arts, Entertainment & Recreation

$2M in assets, 66 participants

The Oaks Country Club's The Oaks Country Club 401(k) Profit Sharing Plan reported $2M in total assets and 66 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.

  • #1,654 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, The Oaks Country Club 401(k) Profit Sharing Plan ranks #1,654 of 2,945 2023 filers by assets (1127% of the sector average)-$2M for 66 participants.

#1,654
in Arts, Entertainment & Recreation (2,945 peers)
+20.7%
assets growth YoY

The Oaks Country Club 401(k) Profit Sharing Plan among the smaller filed plans by assets

The Oaks Country Club 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,463,885 33rd percentile higher than 33% 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

The Oaks Country Club 401(k) Profit Sharing 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. The Oaks Country Club 401(k) Profit Sharing Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Oaks Country Club 401(k) Profit Sharing Plan reported net income rose from -$380K in the plan year 2022 filing to $423K in the plan year 2023 filing.
  • The Oaks Country Club 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Oaks Country Club 401(k) Profit Sharing Plan reported participants rose from 61 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 730551473 · The Oaks Country Club PY 2023 · 401(k)

The Oaks Country Club 401(k) Profit Sharing Plan · $2M · 66 · 33rd

  • IND $2M
  • IND 66
  • IND 33rd
  • IND 401(k)
  • IND near Cbigg Management LLC 401(k) Plan
  • IND ind #1654

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 Oklahoma →

The Oaks Country Club 401(k) Profit Sharing Plan in the asset neighbourhood

The Oaks Country Club 401(k) Profit Sharing PlanThe Oaks Country Club 401(k)…$2MCbigg Management LLC 401(k) PlanCbigg Management LLC 401(k) …$2MAvion Consulting 401(k) Profit Sharing Plan and TrustAvion Consulting 401(k) Prof…$2MOestreicher Construction Corporation 401(k) Profit Sharing PlanOestreicher Construction Cor…$2MCathy Home Care Ltd. Safe Harbor 401(k) PlanCathy Home Care Ltd. Safe Ha…$2M
End-of-year total assets ($M) among The Oaks Country Club 401(k) Profit Sharing 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$423K
Employer EIN730551473
Plan Effective Date1980-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Oaks Country Club)

Sponsor-wide plan assets over time

All The Oaks Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.466584623464323% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $2.04M $1.89M ▼ -7.4%
Year Plans Participants Total Assets
2022 1 61 $2M
2023 1 66 $2M
2024 1 74 $2M

Nearby 401(k) Plans in Oklahoma

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

The Oaks Country Club 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Oaks Country Club 401(k) Profit Sharing Plan, Total assets ($B): 0.002463885 · Participants: 66The Oaks Country Club 401(k) Profit Sharing PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
The Oaks Country Club 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

The Oaks Country Club 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Cbigg Management LLC 401(k) Plan in TX ($2M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

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 The Oaks Country Club 401(k) Profit Sharing Plan assets move in 2023?
The Oaks Country Club 401(k) Profit Sharing Plan grew sharply - up 20.7% during 2023, from $2M to $2M. Reported net income was $423K.
How have The Oaks Country Club plan assets changed over time?
Across 3 plan years on file (2022-2024), The Oaks Country Club's sponsor-wide assets declined 7.5%, from $2M to $2M.
Which 401(k) plans are similar in size to The Oaks Country Club 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Cbigg Management LLC 401(k) Plan in TX ($2M, 458 participants).
Which 401(k) plans cover a similar participant headcount to The Oaks Country Club 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants, $3M in assets).