Profit Sharing · DOL Form 5500 · 2023

Oak Associates Ltd. Profit Sharing Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
10
Participants Small participant base
82nd
Percentile by assets National rank
$3.7M
Avg per participant High balance/head
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Official DOL plan name: Oak Associates Profit Sharing Plan · Sponsored by Oak Associates Ltd. · Ohio · Finance & Insurance

$37M in assets, 10 participants

Oak Associates Ltd.'s Oak Associates Profit Sharing Plan reported $37M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,432 in Finance & Insurance (8,869 peers)

Where Oak Associates Profit Sharing Plan sits by assets

Oak Associates Profit Sharing Plan sits in the top quartile of all filed plans by assets, $37M for 10 participants (~$3.7M/participant), up 30.8% in 2023.

#6,432
in Finance & Insurance (8,869 peers)
+30.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oak Associates Profit Sharing Plan's outsized position by total assets

Oak Associates Profit Sharing Plan vs every filed plan by assets

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

$36,781,047 Top 18% higher than 82% 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 Associates Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Associates Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak Associates Profit Sharing Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Oak Associates Profit Sharing Plan end-of-year assets rose from $28M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Oak Associates Profit Sharing Plan reported participants fell from 13 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341818085 · Oak Associates Ltd. PY 2023 · Profit Sharing

Oak Associates Profit Sharing Plan · $37M · 10 · 82nd

  • EIN $37M
  • EIN 10
  • EIN 82nd
  • EIN Profit Sharing
  • EIN near United Food and Commercial Workers Local 1500 Annuity Plan
  • EIN ind #6432

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 Ohio →

Oak Associates Profit Sharing Plan in the asset neighbourhood

United Food and Commercial Workers Local 1500 Annuity PlanUnited Food and Commercial W…$37MOak Associates Profit Sharing PlanOak Associates Profit Sharin…$37MRh Capital Associates Profit Sharing PlanRh Capital Associates Profit…$37MHaleon Puerto Rico 401(k) PlanHaleon Puerto Rico 401(k) Pl…$37MEah, Inc. Retirement Plan$37M
End-of-year total assets ($M) among Oak Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$37M
Net Income$9M
Employer EIN341818085
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Associates Ltd.)

Sponsor-wide plan assets over time

All Oak Associates Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 56.17303191560675% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $28.1M $43.9M ▲ +56.2%
Year Plans Participants Total Assets
2022 1 13 $28M
2023 1 10 $37M
2024 1 10 $44M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Oak Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Oak Associates Profit Sharing Plan, Total assets ($B): 0.036781047 · Participants: 10Oak Associates Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Oak Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Oak Associates Profit Sharing Plan side-by-side with 3 peers →

Oak Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is United Food and Commercial Workers Local 1500 Annuity Plan in NY ($37M); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Associates Profit Sharing Plan assets move in 2023? ▼
Oak Associates Profit Sharing Plan surged - up 30.8% during 2023, from $28M to $37M. Reported net income was $9M.
How have Oak Associates Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Associates Ltd.'s sponsor-wide assets grew 56.2%, from $28M to $44M.
Where does Oak Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oak Associates Profit Sharing Plan ranks in the 82nd 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 Profit Sharing plans are similar in size to Oak Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is United Food and Commercial Workers Local 1500 Annuity Plan in NY ($37M, 6,904 participants).
Which Profit Sharing plans cover a similar participant headcount to Oak Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dibs Co. Retirement Plan in MA (10 participants, $348K 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 341818085.

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.