401(k) · DOL Form 5500 · 2023

Oak View Farms, L.L.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
265
Participants Below avg headcount
39th
Percentile by assets National rank
$13,987
Avg per participant Low balance/head
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Official DOL plan name: Oak View Farms, L.L.C. 401(k) Plan · Sponsored by Oak View Farms, L.L.C. · Iowa · Agriculture, Forestry & Fishing

$4M in assets, 265 participants

Oak View Farms, L.L.C.'s Oak View Farms, L.L.C. 401(k) Plan reported $4M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

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

Coverage in Iowa

Oak View Farms, L.L.C. 401(k) Plan covers 265 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: $4M.

#511
in Agriculture, Forestry & Fishing (1,288 peers)
+45.8%
assets growth YoY

Oak View Farms, L.L.C. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Oak View Farms, L.L.C. 401(k) Plan vs every filed plan by assets

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

$3,706,550 39th percentile higher than 39% 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 View Farms, L.L.C. 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 View Farms, L.L.C. 401(k) Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak View Farms, L.L.C. 401(k) Plan reported net income rose from -$93K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oak View Farms, L.L.C. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Oak View Farms, L.L.C. 401(k) Plan reported participants fell from 277 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391895496 · Oak View Farms, L.L.C. PY 2023 · 401(k)

Oak View Farms, L.L.C. 401(k) Plan · $4M · 265 · 39th

  • SCH $4M
  • EBSA 265
  • PART 39th
  • TYPE 401(k)
  • NET near Poindexter Nut Company, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #511

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 Iowa →

Oak View Farms, L.L.C. 401(k) Plan in the asset neighbourhood

Oak View Farms, L.L.C. 401(k) PlanOak View Farms, L.L.C. 401(k…$4MPoindexter Nut Company, Inc. 401(k) Profit Sharing PlanPoindexter Nut Company, Inc.…$4MBrunton Technologies, Inc. 401(k) Profit Sharing Plan & TrustBrunton Technologies, Inc. 4…$4MKaweah Container 401(k) Plan$4MWheat Montana 401(k) Plan & TrustWheat Montana 401(k) Plan & …$4M
End-of-year total assets ($M) among Oak View Farms, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN391895496
Plan Effective Date2016-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak View Farms, L.L.C.)

Sponsor-wide plan assets over time

All Oak View Farms, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 94.15255747428246% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.54M $4.94M ▲ +94.5%
Year Plans Participants Total Assets
2022 1 277 $3M
2023 1 265 $4M
2024 1 315 $5M

Nearby 401(k) Plans in Iowa

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

Oak View Farms, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Oak View Farms, L.L.C. 401(k) Plan, Total assets ($B): 0.00370655 · Participants: 265Oak View Farms, L.L.C. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Oak View Farms, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Oak View Farms, L.L.C. 401(k) Plan side-by-side with 3 peers →

Oak View Farms, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Poindexter Nut Company, Inc. 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 View Farms, L.L.C. 401(k) Plan assets move in 2023? ▼
Oak View Farms, L.L.C. 401(k) Plan surged - up 45.8% during 2023, from $3M to $4M. Reported net income was $1M.
How have Oak View Farms, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak View Farms, L.L.C.'s sponsor-wide assets grew 94.2%, from $3M to $5M.
Which 401(k) plans are similar in size to Oak View Farms, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Poindexter Nut Company, Inc. 401(k) Profit Sharing Plan in CA ($4M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Oak View Farms, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 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 391895496.

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.