401(k) · DOL Form 5500 · 2023

Oikos Holdings LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
15
Participants Small participant base
51st
Percentile by assets National rank
$466,204
Avg per participant High balance/head
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Official DOL plan name: Oikos Holdings LLC Incentive Savings Plan · Sponsored by Oikos Holdings LLC · New York · Finance & Insurance

$7M in assets, 15 participants

Oikos Holdings LLC's Oikos Holdings LLC Incentive Savings Plan reported $7M in total assets and 15 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.

  • #3,242 in Finance & Insurance (8,869 peers)

Oikos Holdings LLC multi-year trail

Oikos Holdings LLC's plans moved +40.5% in assets from 2022 to 2024; this filing shows Oikos Holdings LLC Incentive Savings Plan at $7M / 15 participants.

#3,242
in Finance & Insurance (8,869 peers)
+14.9%
assets growth YoY

Oikos Holdings LLC Incentive Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Oikos Holdings LLC Incentive Savings Plan vs every filed plan by assets

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

$6,993,061 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

Oikos Holdings LLC Incentive Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oikos Holdings LLC Incentive Savings Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oikos Holdings LLC Incentive Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $906K in the plan year 2023 filing.
  • Oikos Holdings LLC Incentive Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Oikos Holdings LLC Incentive Savings Plan reported participants fell from 17 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208894647 · Oikos Holdings LLC PY 2023 · 401(k)

Oikos Holdings LLC Incentive Savings Plan · $7M · 15 · 51st

  • PCT $7M
  • PCT 15
  • PCT 51st
  • PCT 401(k)
  • PCT near Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan
  • PCT ind #3242

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 Finance & Insurance retirement plans → · Plans in New York →

Oikos Holdings LLC Incentive Savings Plan in the asset neighbourhood

Oikos Holdings LLC Incentive Savings PlanOikos Holdings LLC Incentive…$7MEmployees of Smith-Rowe, LLC 401(k) Profit Sharing PlanEmployees of Smith-Rowe, LLC…$7MJetty United 401(k) Plan$7MJetty United 401(k) Plan$7M401(k) Profit-Sharing Plan for Employees of Information & Referral Federation of Los Angeles County401(k) Profit-Sharing Plan f…$7M
End-of-year total assets ($M) among Oikos Holdings LLC Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oikos Holdings LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oikos Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 40.481360322418176% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.09M $8.55M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 17 $6M
2023 1 15 $7M
2024 1 17 $9M

Oikos Holdings LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$906K
Employer EIN208894647
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Oikos Holdings LLC Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Oikos Holdings LLC Incentive Savings Plan, Total assets ($B): 0.006993061 · Participants: 15Oikos Holdings LLC Incentive Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Oikos Holdings LLC Incentive Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Oikos Holdings LLC Incentive Savings Plan side-by-side with 3 peers →

Oikos Holdings LLC Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan in NC ($7M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Oikos Holdings LLC Incentive Savings Plan assets move in 2023? ▼
Oikos Holdings LLC Incentive Savings Plan grew at a solid clip - up 14.9% during 2023, from $6M to $7M. Reported net income was $906K.
How have Oikos Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oikos Holdings LLC's sponsor-wide assets grew 40.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Oikos Holdings LLC Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan in NC ($7M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Oikos Holdings LLC Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 208894647.

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.