401(k) · DOL Form 5500 · 2023

Spring Oaks Capital 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
217
Participants Below avg headcount
34th
Percentile by assets National rank
$11,946
Avg per participant Low balance/head
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Official DOL plan name: Spring Oaks Capital 401(k) Plan · Sponsored by Spring Oaks Capital · Virginia · Finance & Insurance

$3M in assets, 217 participants

Spring Oaks Capital's Spring Oaks Capital 401(k) Plan reported $3M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,065 in Finance & Insurance (8,869 peers)

Coverage in Virginia

Spring Oaks Capital 401(k) Plan covers 217 participants in Virginia, about 28% of the average Virginia filer (state average ~782 per filing). Assets: $3M.

#2,065
in Finance & Insurance (8,869 peers)
+133.4%
assets growth YoY

Spring Oaks Capital 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Spring Oaks Capital 401(k) Plan vs every filed plan by assets

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

$2,592,207 34th percentile higher than 34% 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

Spring Oaks Capital 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. Spring Oaks Capital 401(k) Plan sits mid-pack in the medium band (217 participants).

Plan-year Form 5500 strip

Filing strip 842869830 · Spring Oaks Capital PY 2023 · 401(k)

Spring Oaks Capital 401(k) Plan · $3M · 217 · 34th

  • BOOK $3M
  • BOOK 217
  • BOOK 34th
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  • BOOK near Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust
  • BOOK ind #2065

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 Virginia →

Spring Oaks Capital 401(k) Plan in the asset neighbourhood

Spring Oaks Capital 401(k) PlanSpring Oaks Capital 401(k) P…$3MSoutheastern Psychiatric Assoc 401(k) Profit Sharing Plan & TrustSoutheastern Psychiatric Ass…$3MAll Medical Personnel, Inc 401(k) PlanAll Medical Personnel, Inc 4…$3MGibbel Insurance Agency, Inc. Salary Savings PlanGibbel Insurance Agency, Inc…$3MSteven J. Covici, Md, Facs, P.C. Profit Sharing Plan & TrustSteven J. Covici, Md, Facs, …$3M
End-of-year total assets ($M) among Spring Oaks Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN842869830
Plan Effective Date2021-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Spring Oaks Capital)

Sponsor-wide plan assets over time

All Spring Oaks Capital plans reported in each filing year

Latest sponsor-wide plan assets
$4M 57.858496640121714% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 20232024 $2.59M $4.09M ▲ +57.9%
Year Plans Participants Total Assets
2023 1 217 $3M
2024 1 245 $4M

Nearby 401(k) Plans in Virginia

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

Spring Oaks Capital 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Spring Oaks Capital 401(k) Plan, Total assets ($B): 0.002592207 · Participants: 217Spring Oaks Capital 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Spring Oaks Capital 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Spring Oaks Capital 401(k) Plan side-by-side with 3 peers →

Spring Oaks Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust in MA ($3M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Spring Oaks Capital 401(k) Plan assets move in 2023? ▼
Spring Oaks Capital 401(k) Plan surged - up 133.4% during 2023, from $1M to $3M. Reported net income was $1M.
How have Spring Oaks Capital plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Spring Oaks Capital's sponsor-wide assets grew 57.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Spring Oaks Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southeastern Psychiatric Assoc 401(k) Profit Sharing Plan & Trust in MA ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Spring Oaks Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M 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 842869830.

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.