401(k) · DOL Form 5500 · 2023

Oakbridge Insurance Agency, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
278
Participants Below avg headcount
67th
Percentile by assets National rank
$53,956
Avg per participant Low balance/head
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Official DOL plan name: Oakbridge Insurance Agency, LLC Employee Savings Plan · Sponsored by Oakbridge Insurance Agency, LLC · Georgia · Finance & Insurance

$15M in assets, 278 participants

Oakbridge Insurance Agency, LLC's Oakbridge Insurance Agency, LLC Employee Savings Plan reported $15M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,640 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Oakbridge Insurance Agency, LLC Employee Savings Plan covers 278 participants in Georgia, about 25% of the average Georgia filer (state average ~1,096 per filing). Assets: $15M.

#4,640
in Finance & Insurance (8,869 peers)
+54.2%
assets growth YoY

Oakbridge Insurance Agency, LLC Employee Savings Plan's outsized position by total assets

Oakbridge Insurance Agency, LLC Employee Savings Plan vs every filed plan by assets

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

$14,999,860 Top 33% higher than 67% 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

Oakbridge Insurance Agency, LLC Employee Savings 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. Oakbridge Insurance Agency, LLC Employee Savings Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakbridge Insurance Agency, LLC Employee Savings Plan reported net income rose from -$536K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Oakbridge Insurance Agency, LLC Employee Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Oakbridge Insurance Agency, LLC Employee Savings Plan reported participants rose from 226 in the plan year 2022 filing to 278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 853995724 · Oakbridge Insurance Agency, LLC PY 2023 · 401(k)

Oakbridge Insurance Agency, LLC Employee Savings Plan · $15M · 278 · 67th

  • IND $15M
  • IND 278
  • IND 67th
  • IND 401(k)
  • IND near Nueske Meats Retirement Savings Plan and Trust
  • IND ind #4640

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 Georgia →

Oakbridge Insurance Agency, LLC Employee Savings Plan in the asset neighbourhood

Oakbridge Insurance Agency, LLC Employee Savings PlanOakbridge Insurance Agency, …$15MNueske Meats Retirement Savings Plan and TrustNueske Meats Retirement Savi…$15MOklahoma Otolaryngology Associates Profit Sharing PlanOklahoma Otolaryngology Asso…$15MIBEW Local Union No. 527 Annuity PlanIBEW Local Union No. 527 Ann…$15MJitterbit, Inc. 401(k)Plan$15M
End-of-year total assets ($M) among Oakbridge Insurance Agency, LLC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$15M
Net Income$5M
Employer EIN853995724
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakbridge Insurance Agency, LLC)

Sponsor-wide plan assets over time

All Oakbridge Insurance Agency, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 156.04573020715193% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $9.73M $24.9M ▲ +156.0%
Year Plans Participants Total Assets
2022 1 226 $10M
2023 1 278 $15M
2024 1 421 $25M

Nearby 401(k) Plans in Georgia

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

Oakbridge Insurance Agency, LLC Employee Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Oakbridge Insurance Agency, LLC Employee Savings Plan, Total assets ($B): 0.01499986 · Participants: 278Oakbridge Insurance Agency, LLC Employee Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Oakbridge Insurance Agency, LLC Employee Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Oakbridge Insurance Agency, LLC Employee Savings Plan side-by-side with 3 peers →

Oakbridge Insurance Agency, LLC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Nueske Meats Retirement Savings Plan and Trust in WI ($15M); by covered participants it is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Oakbridge Insurance Agency, LLC Employee Savings Plan assets move in 2023? ▼
Oakbridge Insurance Agency, LLC Employee Savings Plan surged - up 54.2% during 2023, from $10M to $15M. Reported net income was $5M.
How have Oakbridge Insurance Agency, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakbridge Insurance Agency, LLC's sponsor-wide assets grew 156.0%, from $10M to $25M.
Which 401(k) plans are similar in size to Oakbridge Insurance Agency, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nueske Meats Retirement Savings Plan and Trust in WI ($15M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Oakbridge Insurance Agency, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 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 853995724.

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.