401(k) · DOL Form 5500 · 2023

White Oak Global Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
256
Participants Below avg headcount
85th
Percentile by assets National rank
$178,306
Avg per participant Above avg balance/head
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Official DOL plan name: The White Oak 401(k) Plan · Sponsored by White Oak Global Advisors, LLC · California · Finance & Insurance

$46M in assets, 256 participants

White Oak Global Advisors, LLC's The White Oak 401(k) Plan reported $46M in total assets and 256 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,777 in Finance & Insurance (8,869 peers)

Coverage in California

The White Oak 401(k) Plan covers 256 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $46M.

#6,777
in Finance & Insurance (8,869 peers)
+19.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The White Oak 401(k) Plan's outsized position by total assets

The White Oak 401(k) Plan vs every filed plan by assets

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

$45,646,426 Top 15% higher than 85% 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

The White Oak 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. The White Oak 401(k) Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The White Oak 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The White Oak 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • The White Oak 401(k) Plan reported participants fell from 274 in the plan year 2022 filing to 256 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260340395 · White Oak Global Advisors, LLC PY 2023 · 401(k)

The White Oak 401(k) Plan · $46M · 256 · 85th

  • VS-ST $46M
  • VS-ST 256
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Park Lawn 401(k) Plan
  • VS-ST ind #6777

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 California →

The White Oak 401(k) Plan in the asset neighbourhood

The White Oak 401(k) Plan$46MPark Lawn 401(k) Plan$46MCifc Asset Management LLC Retirement PlanCifc Asset Management LLC Re…$46MIndependent Project Analysis, Inc. 401(k) PlanIndependent Project Analysis…$46MAllegacy Retirement Savings PlanAllegacy Retirement Savings …$46M
End-of-year total assets ($M) among The White Oak 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$7M
Employer EIN260340395
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (White Oak Global Advisors, LLC)

Sponsor-wide plan assets over time

All White Oak Global Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 26.009548383159782% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.2M $48.1M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 274 $38M
2023 1 256 $46M
2024 1 233 $48M

Nearby 401(k) Plans in California

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

The White Oak 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The White Oak 401(k) Plan, Total assets ($B): 0.045646426 · Participants: 256The White Oak 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The White Oak 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The White Oak 401(k) Plan side-by-side with 3 peers →

The White Oak 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Park Lawn 401(k) Plan in TX ($46M); by covered participants it is Nwsl Retirement Plan in IL (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 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 The White Oak 401(k) Plan assets move in 2023? ▼
The White Oak 401(k) Plan grew sharply - up 19.7% during 2023, from $38M to $46M. Reported net income was $7M.
How have White Oak Global Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Oak Global Advisors, LLC's sponsor-wide assets grew 26.0%, from $38M to $48M.
Where does The White Oak 401(k) Plan rank by assets among Form 5500 filers? ▼
The White Oak 401(k) Plan ranks in the 85th 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 The White Oak 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Park Lawn 401(k) Plan in TX ($46M, 1,852 participants).
Which 401(k) plans cover a similar participant headcount to The White Oak 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (256 participants, $2M 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 260340395.

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.