401(k) · DOL Form 5500 · 2023

Oakley Transportation Group, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,118
Participants Near avg headcount
63rd
Percentile by assets National rank
$10,818
Avg per participant Low balance/head
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Official DOL plan name: Oakley Transportation Group 401(k) Plan · Sponsored by Oakley Transportation Group, Inc. · Florida · Transportation & Warehousing

$12M in assets, 1,118 participants

Oakley Transportation Group, Inc.'s Oakley Transportation Group 401(k) Plan reported $12M in total assets and 1,118 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #2,124 in Transportation & Warehousing (3,362 peers)

Oakley Transportation Group, Inc. multi-year trail

Oakley Transportation Group, Inc.'s plans moved +30.1% in assets from 2022 to 2024; this filing shows Oakley Transportation Group 401(k) Plan at $12M / 1,118 participants.

#2,124
in Transportation & Warehousing (3,362 peers)
+10.7%
assets growth YoY

Oakley Transportation Group 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Oakley Transportation Group 401(k) Plan vs every filed plan by assets

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

$12,093,996 Top 37% higher than 63% 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

Oakley Transportation Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakley Transportation Group 401(k) Plan lands in the large band (1,118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakley Transportation Group 401(k) Plan reported net income rose from -$921K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oakley Transportation Group 401(k) Plan reported participants rose from 804 in the plan year 2022 filing to 1,118 in the plan year 2023 filing.
  • Oakley Transportation Group 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471451534 · Oakley Transportation Group, Inc. PY 2023 · 401(k)

Oakley Transportation Group 401(k) Plan · $12M · 1,118 · 63rd

  • EOY $12M
  • 5500 1,118
  • ASSETS 63rd
  • PCT 401(k)
  • EIN near Vintners Distributors, Inc. Profit Sharing Plan
  • RANK ind #2124

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Oakley Transportation Group 401(k) Plan in the asset neighbourhood

Oakley Transportation Group 401(k) PlanOakley Transportation Group …$12MVintners Distributors, Inc. Profit Sharing PlanVintners Distributors, Inc. …$12MReece Supply Company Profit Sharing Plan and TrustReece Supply Company Profit …$12MHouck Services, Inc. Salary Savings PlanHouck Services, Inc. Salary …$12MEdmunds Govtech, Inc. 401(k) PlanEdmunds Govtech, Inc. 401(k)…$12M
End-of-year total assets ($M) among Oakley Transportation Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oakley Transportation Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oakley Transportation Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 30.11425152691139% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $10.9M $14.2M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 804 $11M
2023 1 1,118 $12M
2024 1 886 $14M

Oakley Transportation Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN471451534
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Oakley Transportation Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Oakley Transportation Group 401(k) Plan, Total assets ($B): 0.012093996 · Participants: 1118Oakley Transportation Group 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Oakley Transportation Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Oakley Transportation Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Vintners Distributors, Inc. Profit Sharing Plan in CA ($12M); by covered participants it is Norm's 401(k) Plan in CA (1,118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,118 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 Oakley Transportation Group 401(k) Plan assets move in 2023?
Oakley Transportation Group 401(k) Plan grew at a solid clip - up 10.7% during 2023, from $11M to $12M. Reported net income was $1M.
How have Oakley Transportation Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Oakley Transportation Group, Inc.'s sponsor-wide assets grew 30.1%, from $11M to $14M.
Which 401(k) plans are similar in size to Oakley Transportation Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Vintners Distributors, Inc. Profit Sharing Plan in CA ($12M, 688 participants).
Which 401(k) plans cover a similar participant headcount to Oakley Transportation Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Norm's 401(k) Plan in CA (1,118 participants, $13M in assets).