401(k) · DOL Form 5500 · 2023

Oak Tree Software, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
185
Participants Below avg headcount
51st
Percentile by assets National rank
$37,532
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oak Tree Software, Inc. 401(k) Plan · Sponsored by Oak Tree Software, Inc. · Oklahoma · Professional & Technical Services

$7M in assets, 185 participants

Oak Tree Software, Inc.'s Oak Tree Software, Inc. 401(k) Plan reported $7M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,009 in Professional & Technical Services (20,321 peers)

Coverage in Oklahoma

Oak Tree Software, Inc. 401(k) Plan covers 185 participants in Oklahoma, about 24% of the average Oklahoma filer (state average ~760 per filing). Assets: $7M.

#10,009
in Professional & Technical Services (20,321 peers)
+20.8%
assets growth YoY

Oak Tree Software, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Oak Tree Software, Inc. 401(k) Plan vs every filed plan by assets

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

$6,943,391 Top 49% higher than 51% 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

Oak Tree Software, Inc. 401(k) 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. Oak Tree Software, Inc. 401(k) Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak Tree Software, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oak Tree Software, Inc. 401(k) Plan reported participants rose from 84 in the plan year 2022 filing to 185 in the plan year 2023 filing.
  • Oak Tree Software, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 731484518 · Oak Tree Software, Inc. PY 2023 · 401(k)

Oak Tree Software, Inc. 401(k) Plan · $7M · 185 · 51st

  • EOY $7M
  • EOY 185
  • EOY 51st
  • EOY 401(k)
  • EOY near Integrity Employee Leasing Retirement Plan
  • EOY ind #10009

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 Professional & Technical Services retirement plans → · Plans in Oklahoma →

Oak Tree Software, Inc. 401(k) Plan in the asset neighbourhood

Oak Tree Software, Inc. 401(k) PlanOak Tree Software, Inc. 401(…$7MIntegrity Employee Leasing Retirement PlanIntegrity Employee Leasing R…$7MIntegrity Employee Leasing Retirement PlanIntegrity Employee Leasing R…$7MConcord Building and Design Center 401(k) PlanConcord Building and Design …$7MCave 401(k) Plan$7M
End-of-year total assets ($M) among Oak Tree Software, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN731484518
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Tree Software, Inc.)

Sponsor-wide plan assets over time

All Oak Tree Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 49.66134929460959% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.75M $8.6M ▲ +49.6%
Year Plans Participants Total Assets
2022 1 84 $6M
2023 1 185 $7M
2024 1 206 $9M

Nearby 401(k) Plans in Oklahoma

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

Oak Tree Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Oak Tree Software, Inc. 401(k) Plan, Total assets ($B): 0.006943391 · Participants: 185Oak Tree Software, Inc. 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Oak Tree Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Oak Tree Software, Inc. 401(k) Plan side-by-side with 3 peers →

Oak Tree Software, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Integrity Employee Leasing Retirement Plan in FL ($7M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Oak Tree Software, Inc. 401(k) Plan assets move in 2023? ▼
Oak Tree Software, Inc. 401(k) Plan grew sharply - up 20.8% during 2023, from $6M to $7M. Reported net income was $1M.
How have Oak Tree Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Tree Software, Inc.'s sponsor-wide assets grew 49.7%, from $6M to $9M.
Which 401(k) plans are similar in size to Oak Tree Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integrity Employee Leasing Retirement Plan in FL ($7M, 1,091 participants).
Which 401(k) plans cover a similar participant headcount to Oak Tree Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aerie Pharmaceuticals 401(k) Plan in TX (185 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 731484518.

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.