401(k) · DOL Form 5500 · 2023

Oaks Club Room 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
213
Participants Below avg headcount
74th
Percentile by assets National rank
$102,233
Avg per participant Below avg balance/head
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Official DOL plan name: Oaks 401(k) Plan and Trust · Sponsored by Oaks Club Room · California · Arts, Entertainment & Recreation

$22M in assets, 213 participants

Oaks Club Room's Oaks 401(k) Plan and Trust reported $22M in total assets and 213 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.

  • #2,485 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

Oaks 401(k) Plan and Trust covers 213 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $22M.

#2,485
in Arts, Entertainment & Recreation (2,945 peers)
+21.1%
assets growth YoY

Oaks 401(k) Plan and Trust's outsized position by total assets

Oaks 401(k) Plan and Trust vs every filed plan by assets

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

$21,775,599 Top 26% higher than 74% 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

Oaks 401(k) 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. Oaks 401(k) Plan and Trust sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oaks 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Oaks 401(k) Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Oaks 401(k) Plan and Trust reported participants rose from 201 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941194137 · Oaks Club Room PY 2023 · 401(k)

Oaks 401(k) Plan and Trust · $22M · 213 · 74th

  • IND $22M
  • IND 213
  • IND 74th
  • IND 401(k)
  • IND near Global Infotek 401(k) Profit Sharing Plan
  • IND ind #2485

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Oaks 401(k) Plan and Trust in the asset neighbourhood

Oaks 401(k) Plan and Trust$22MGlobal Infotek 401(k) Profit Sharing PlanGlobal Infotek 401(k) Profit…$22MAnderson Automotive Retirement PlanAnderson Automotive Retireme…$22MWesterman, Inc. 401(k) Plan$22MTsl Company Holdings, Ltd. Profit Sharing & Savings PlanTsl Company Holdings, Ltd. P…$22M
End-of-year total assets ($M) among Oaks 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN941194137
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oaks Club Room)

Sponsor-wide plan assets over time

All Oaks Club Room plans reported in each filing year

Latest sponsor-wide plan assets
$26M 47.21168929600757% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18M $26.5M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 201 $18M
2023 1 213 $22M
2024 1 206 $26M

Nearby 401(k) Plans in California

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

Oaks 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oaks 401(k) Plan and Trust, Total assets ($B): 0.021775599 · Participants: 213Oaks 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Oaks 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Oaks 401(k) Plan and Trust side-by-side with 3 peers →

Oaks 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Global Infotek 401(k) Profit Sharing Plan in VA ($22M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Oaks 401(k) Plan and Trust assets move in 2023? ▼
Oaks 401(k) Plan and Trust grew sharply - up 21.1% during 2023, from $18M to $22M. Reported net income was $4M.
How have Oaks Club Room plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaks Club Room's sponsor-wide assets grew 47.2%, from $18M to $26M.
Which 401(k) plans are similar in size to Oaks 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Global Infotek 401(k) Profit Sharing Plan in VA ($22M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Oaks 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 941194137.

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.