Profit Sharing · DOL Form 5500 · 2023
Oak Associates Ltd. Profit Sharing Plan
Data updated 2026-08-11
- $37M
- Total assets
- 10
- Participants
- 82nd
- Percentile by assets
- $3.7M
- Avg per participant
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.
- 82nd percentile by assets (of 127,072 plans)
- #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.
- $37M
- total plan assets (2023 EOY)
- 10
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $3.7M
- avg assets per participant
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.
Oak Associates Profit Sharing Plan vs the 2023 asset distribution
By assets, Oak Associates Profit Sharing Plan outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $9M |
| Employer EIN | 341818085 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Associates Ltd.)
| 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
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Oak Associates Profit Sharing Plan by total assets, not by location.
- United Food and Commercial Workers Local 1500 Annuity Plan (NY) $37M · 6,904
- Rh Capital Associates Profit Sharing Plan (NY) $37M · 4
- Haleon Puerto Rico 401(k) Plan (NJ) $37M · 844
- Eah, Inc. Retirement Plan (CA) $37M · 639
Frequently Asked Questions
How did Oak Associates Profit Sharing Plan assets move in 2023? ▼
How have Oak Associates Ltd. plan assets changed over time? ▼
Where does Oak Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Oak Associates Profit Sharing Plan? ▼
Next read for Oak Associates Profit Sharing Plan
Scale reading
Ways to act on Oak Associates Profit Sharing Plan's numbers.
- By total assets, Oak Associates Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- Oak Associates Ltd.'s sponsor-wide assets have grown 56.2% since 2022 across 3 plan years on file. More Finance & Insurance plans