401(k) · DOL Form 5500 · 2023

Oakworks, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
91
Participants Small participant base
48th
Percentile by assets National rank
$66,533
Avg per participant Below avg balance/head
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Official DOL plan name: Oakworks, Inc. 401(k) Profit Sharing Plan · Sponsored by Oakworks, Inc. · Pennsylvania · Manufacturing

$6M in assets, 91 participants

Oakworks, Inc.'s Oakworks, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,975 in Manufacturing (18,722 peers)

Oakworks, Inc. multi-year trail

Oakworks, Inc.'s plans moved +45.6% in assets from 2022 to 2024; this filing shows Oakworks, Inc. 401(k) Profit Sharing Plan at $6M / 91 participants.

#5,975
in Manufacturing (18,722 peers)
+22.7%
assets growth YoY

Oakworks, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Oakworks, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,054,537 48th percentile higher than 48% 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

Oakworks, Inc. 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. Oakworks, Inc. 401(k) Profit Sharing Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakworks, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oakworks, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Oakworks, Inc. 401(k) Profit Sharing Plan reported participants rose from 86 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521462439 · Oakworks, Inc. PY 2023 · 401(k)

Oakworks, Inc. 401(k) Profit Sharing Plan · $6M · 91 · 48th

  • PART $6M
  • PART 91
  • PART 48th
  • PART 401(k)
  • PART near Re/Max Results 401(k) Savings and Retirement Plan
  • PART ind #5975

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Oakworks, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Oakworks, Inc. 401(k) Profit Sharing PlanOakworks, Inc. 401(k) Profit…$6MRe/Max Results 401(k) Savings and Retirement PlanRe/Max Results 401(k) Saving…$6MCathexis 401(k) Plan$6MVutex, Inc. 401(k) Plan$6MTransportation Specialist 401(k) & Profit Sharing PlanTransportation Specialist 40…$6M
End-of-year total assets ($M) among Oakworks, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oakworks, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oakworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.630566684052866% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.93M $7.18M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 86 $5M
2023 1 91 $6M
2024 1 96 $7M

Oakworks, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN521462439
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Oakworks, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Oakworks, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006054537 · Participants: 91Oakworks, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Oakworks, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Oakworks, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oakworks, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Re/Max Results 401(k) Savings and Retirement Plan in MN ($6M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Oakworks, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Oakworks, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.7% during 2023, from $5M to $6M. Reported net income was $1M.
How have Oakworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakworks, Inc.'s sponsor-wide assets grew 45.6%, from $5M to $7M.
Which 401(k) plans are similar in size to Oakworks, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Re/Max Results 401(k) Savings and Retirement Plan in MN ($6M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Oakworks, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techaspect 401(k) Plan in CA (91 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 521462439.

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.