401(k) · DOL Form 5500 · 2023
Oakridge Homes II, Ltd. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $2.7M
- Avg per participant High balance/head
Official DOL plan name: Oakridge Homes II, Ltd. Retirement Savings Plan · Sponsored by Oakridge Homes II, Ltd. · Washington · Construction
$22M in assets, 8 participants
Oakridge Homes II, Ltd.'s Oakridge Homes II, Ltd. Retirement Savings Plan reported $22M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #6,563 in Construction (9,030 peers)
Oakridge Homes II, Ltd. multi-year trail
Oakridge Homes II, Ltd.'s plans moved +10.0% in assets from 2022 to 2024; this filing shows Oakridge Homes II, Ltd. Retirement Savings Plan at $22M / 8 participants.
- #6,563
- in Construction (9,030 peers)
- -1.3%
- assets change YoY
The plan reported a net loss of $295K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oakridge Homes II, Ltd. Retirement Savings Plan's outsized position by total assets
Oakridge Homes II, Ltd. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,634,610 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oakridge Homes II, Ltd. Retirement Savings Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakridge Homes II, Ltd. Retirement Savings Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oakridge Homes II, Ltd. Retirement Savings Plan reported net income fell from $1M in the plan year 2022 filing to -$295K in the plan year 2023 filing.
- Oakridge Homes II, Ltd. Retirement Savings Plan end-of-year assets fell from $22M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 911929461 · Oakridge Homes II, Ltd. PY 2023 · 401(k)
Oakridge Homes II, Ltd. Retirement Savings Plan · $22M · 8 · 74th
- IND $22M
- IND 8
- IND 74th
- IND 401(k)
- IND near The Meramec Group Inc Ees Pr Sh Plan
- IND ind #6563
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 Construction retirement plans → · Plans in Washington →
Oakridge Homes II, Ltd. Retirement Savings Plan in the asset neighbourhood
Oakridge Homes II, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Oakridge Homes II, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 10.028756244542082% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $22M |
| 2023 | 1 | 8 | $22M |
| 2024 | 1 | 8 | $24M |
Oakridge Homes II, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$295K |
| Employer EIN | 911929461 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Oakridge Homes II, Ltd. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is The Meramec Group Inc Ees Pr Sh Plan in MO ($22M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- The Meramec Group Inc Ees Pr Sh Plan (MO) $22M · 89
- Murata Savings Plan (MA) $22M · 101
- Ledyard National Bank Employees' Savings & Profit Sharing Plan and Trust (NH) $22M · 112
- C4 Therapeutics, Inc. 401(k) Plan (MA) $22M · 147
Similar participant headcount
Nearest other-state filings by covered participants (8 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.