401(k) · DOL Form 5500 · 2023

Royal Oak Enterprises 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
812
Participants Near avg headcount
77th
Percentile by assets National rank
$31,824
Avg per participant Low balance/head
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Official DOL plan name: Royal Oak Enterprises 401(k) Retirement Plan · Sponsored by Royal Oak Enterprises · Georgia · Manufacturing

$26M in assets, 812 participants

Royal Oak Enterprises's Royal Oak Enterprises 401(k) Retirement Plan reported $26M in total assets and 812 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,753 in Manufacturing (18,722 peers)

Where Royal Oak Enterprises 401(k) Retirement Plan sits by assets

Royal Oak Enterprises 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 812 participants (~$31,824/participant), up 3.8% in 2023.

#12,753
in Manufacturing (18,722 peers)
+3.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Royal Oak Enterprises 401(k) Retirement Plan's outsized position by total assets

Royal Oak Enterprises 401(k) Retirement Plan vs every filed plan by assets

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

$25,840,688 Top 23% higher than 77% 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

Royal Oak Enterprises 401(k) Retirement 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. Royal Oak Enterprises 401(k) Retirement Plan sits mid-pack in the medium band (812 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Royal Oak Enterprises 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $913K in the plan year 2023 filing.
  • Royal Oak Enterprises 401(k) Retirement Plan reported participants rose from 493 in the plan year 2022 filing to 812 in the plan year 2023 filing.
  • Royal Oak Enterprises 401(k) Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582496832 · Royal Oak Enterprises PY 2023 · 401(k)

Royal Oak Enterprises 401(k) Retirement Plan · $26M · 812 · 77th

  • EOY $26M
  • EOY 812
  • EOY 77th
  • EOY 401(k)
  • EOY near The Goodman-Gable-Gould Company 401(k) Profit Sharing Plan and Trust
  • EOY ind #12753

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 Manufacturing retirement plans → · Plans in Georgia →

Royal Oak Enterprises 401(k) Retirement Plan in the asset neighbourhood

Roth Staffing Companies, LP 401(k) PlanRoth Staffing Companies, LP …$26MRoyal Oak Enterprises 401(k) Retirement PlanRoyal Oak Enterprises 401(k)…$26MThe Goodman-Gable-Gould Company 401(k) Profit Sharing Plan and TrustThe Goodman-Gable-Gould Comp…$26MClark, Partington, Hart & Hart Employees Profit Sharing Plan & TrustClark, Partington, Hart & Ha…$26MOutsourcing Strategies, Inc. 401(k) Profit Sharing PlanOutsourcing Strategies, Inc.…$26M
End-of-year total assets ($M) among Royal Oak Enterprises 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$913K
Employer EIN582496832
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Oak Enterprises)

Sponsor-wide plan assets over time

All Royal Oak Enterprises plans reported in each filing year

Latest sponsor-wide plan assets
$29M 16.440407121020012% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.9M $29M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 493 $25M
2023 1 812 $26M
2024 1 747 $29M

Nearby 401(k) Plans in Georgia

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

Royal Oak Enterprises 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Royal Oak Enterprises 401(k) Retirement Plan, Total assets ($B): 0.025840688 · Participants: 812Royal Oak Enterprises 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Royal Oak Enterprises 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Royal Oak Enterprises 401(k) Retirement Plan side-by-side with 3 peers →

Royal Oak Enterprises 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is The Goodman-Gable-Gould Company 401(k) Profit Sharing Plan and Trust in MD ($26M); by covered participants it is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC (812 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (812 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 Royal Oak Enterprises 401(k) Retirement Plan assets move in 2023? ▼
Royal Oak Enterprises 401(k) Retirement Plan edged up modestly - up 3.8% during 2023, from $25M to $26M. Reported net income was $913K.
How have Royal Oak Enterprises plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Oak Enterprises's sponsor-wide assets grew 16.4%, from $25M to $29M.
Where does Royal Oak Enterprises 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Royal Oak Enterprises 401(k) Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Royal Oak Enterprises 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Goodman-Gable-Gould Company 401(k) Profit Sharing Plan and Trust in MD ($26M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Royal Oak Enterprises 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Autism Society of North Carolina 401(k) Profit Sharing Plan in NC (812 participants, $8M 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 582496832.

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.