401(k) · DOL Form 5500 · 2023

Skyoak Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$559K
Total assets Small plan by assets
36
Participants Small participant base
19th
Percentile by assets National rank
$15,541
Avg per participant Low balance/head
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Official DOL plan name: Skyoak Capital, Inc. Pooled Employer Plan No. 1 · Sponsored by Skyoak Capital, Inc. · Nevada · Finance & Insurance

$559K in assets, 36 participants

Skyoak Capital, Inc.'s Skyoak Capital, Inc. Pooled Employer Plan No. 1 reported $559K in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,036 in Finance & Insurance (8,869 peers)

Skyoak Capital, Inc. multi-year trail

Skyoak Capital, Inc.'s plans moved +88.8% in assets from 2023 to 2024; this filing shows Skyoak Capital, Inc. Pooled Employer Plan No. 1 at $559K / 36 participants.

#1,036
in Finance & Insurance (8,869 peers)
+77.1%
assets growth YoY

Skyoak Capital, Inc. Pooled Employer Plan No. 1 among the smaller filed plans by assets

Skyoak Capital, Inc. Pooled Employer Plan No. 1 vs every filed plan by assets

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

$559,482 19th percentile higher than 19% 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

Skyoak Capital, Inc. Pooled Employer Plan No. 1 among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Skyoak Capital, Inc. Pooled Employer Plan No. 1 is a small filing (36 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 271989872 · Skyoak Capital, Inc. PY 2023 · 401(k)

Skyoak Capital, Inc. Pooled Employer Plan No. 1 · $559K · 36 · 19th

  • RANK $559K
  • RANK 36
  • RANK 19th
  • RANK 401(k)
  • RANK near USA Power Punch, Inc. 401(k) Profit Sharing Plan
  • RANK ind #1036

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 Finance & Insurance retirement plans → · Plans in Nevada →

Skyoak Capital, Inc. Pooled Employer Plan No. 1 in the asset neighbourhood

Skyoak Capital, Inc. Pooled Employer Plan No. 1Skyoak Capital, Inc. Pooled …$559KUSA Power Punch, Inc. 401(k) Profit Sharing PlanUSA Power Punch, Inc. 401(k)…$559KPenn Health Partners, LLC 401(k) Profit Sharing PlanPenn Health Partners, LLC 40…$559KKali49a Inc 401(k) Plan$559KArchive 401(k) Plan$560K
End-of-year total assets ($M) among Skyoak Capital, Inc. Pooled Employer Plan No. 1 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Skyoak Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Skyoak Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 88.83610196574688% vs 2023
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 20232024 $0.56M $1.06M ▲ +89.3%
Year Plans Participants Total Assets
2023 1 36 $559K
2024 1 155 $1M

Skyoak Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$316K
Net Assets (End of Year)$559K
Net Income$244K
Employer EIN271989872
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

Skyoak Capital, Inc. Pooled Employer Plan No. 1 vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Skyoak Capital, Inc. Pooled Employer Plan No. 1, Total assets ($B): 0.000559482 · Participants: 36Skyoak Capital, Inc. Pooled Employer Plan No. 1The Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Skyoak Capital, Inc. Pooled Employer Plan No. 1 vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Skyoak Capital, Inc. Pooled Employer Plan No. 1 side-by-side with 3 peers →

Skyoak Capital, Inc. Pooled Employer Plan No. 1's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is USA Power Punch, Inc. 401(k) Profit Sharing Plan in CT ($559K); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($559K here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Skyoak Capital, Inc. Pooled Employer Plan No. 1 assets move in 2023? ▼
Skyoak Capital, Inc. Pooled Employer Plan No. 1 surged - up 77.1% during 2023, from $316K to $559K. Reported net income was $244K.
How have Skyoak Capital, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Skyoak Capital, Inc.'s sponsor-wide assets grew 88.8%, from $559K to $1M.
Where does Skyoak Capital, Inc. Pooled Employer Plan No. 1 rank by assets among Form 5500 filers? ▼
Skyoak Capital, Inc. Pooled Employer Plan No. 1 ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Skyoak Capital, Inc. Pooled Employer Plan No. 1? ▼
Among 401(k) plans in other states, the closest by assets is USA Power Punch, Inc. 401(k) Profit Sharing Plan in CT ($559K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Skyoak Capital, Inc. Pooled Employer Plan No. 1? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 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 271989872.

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.