401(k) · DOL Form 5500 · 2023

Oakland Nursery, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
339
Participants Below avg headcount
78th
Percentile by assets National rank
$80,752
Avg per participant Below avg balance/head
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Official DOL plan name: Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust · Sponsored by Oakland Nursery, Inc. · Ohio · Agriculture, Forestry & Fishing

$27M in assets, 339 participants

Oakland Nursery, Inc.'s Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust reported $27M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #1,095 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Ohio

Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust covers 339 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $27M.

#1,095
in Agriculture, Forestry & Fishing (1,288 peers)
+21.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust's outsized position by total assets

Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$27,374,844 Top 22% higher than 78% 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

Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust 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. Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust reported participants fell from 350 in the plan year 2022 filing to 339 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310860843 · Oakland Nursery, Inc. PY 2023 · 401(k)

Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust · $27M · 339 · 78th

  • NET $27M
  • BOOK 339
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Co-Op 401(k) Plan
  • EBSA ind #1095

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Ohio →

Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust in the asset neighbourhood

Maysteel Industries, LLC 401(k) Retirement Savings PlanMaysteel Industries, LLC 401…$27MMerit Distribution Group 401(k) PlanMerit Distribution Group 401…$27MOakland Nursery, Inc. Employee 401(k) Retirement Plan and TrustOakland Nursery, Inc. Employ…$27MCo-Op 401(k) Plan$27MThe Mallory Group 401(k) Savings PlanThe Mallory Group 401(k) Sav…$27M
End-of-year total assets ($M) among Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN310860843
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakland Nursery, Inc.)

Sponsor-wide plan assets over time

All Oakland Nursery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 19.08315819667366% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.5M $26.8M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 350 $22M
2023 1 339 $27M
2024 1 330 $27M

Nearby 401(k) Plans in Ohio

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

Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust, Total assets ($B): 0.027374844 · Participants: 339Oakland Nursery, Inc. Employee 401(k) Retirement Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Co-Op 401(k) Plan in WA ($27M); by covered participants it is Simply Storage Management , LLC 401(k) Plan in FL (339 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust assets move in 2023? ▼
Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust grew sharply - up 21.8% during 2023, from $22M to $27M. Reported net income was $5M.
How have Oakland Nursery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakland Nursery, Inc.'s sponsor-wide assets grew 19.1%, from $22M to $27M.
Where does Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Co-Op 401(k) Plan in WA ($27M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Oakland Nursery, Inc. Employee 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Simply Storage Management , LLC 401(k) Plan in FL (339 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 310860843.

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.