Profit Sharing · DOL Form 5500 · 2023

Oats, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
560
Participants Below avg headcount
33rd
Percentile by assets National rank
$4,425
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Oats, Inc. · Sponsored by Oats, Inc. · Missouri · Other Services

$2M in assets, 560 participants

Oats, Inc.'s Tax Deferred Annuity Plan of Oats, Inc. reported $2M in total assets and 560 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,507 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Tax Deferred Annuity Plan of Oats, Inc. ranks #4,507 of 7,857 2023 filers by assets (810% of the sector average)-$2M for 560 participants.

#4,507
in Other Services (7,857 peers)
-3.8%
assets change YoY

The plan reported a net loss of $98K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Plan of Oats, Inc. among the smaller filed plans by assets

Tax Deferred Annuity Plan of Oats, Inc. vs every filed plan by assets

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

$2,478,171 33rd percentile higher than 33% 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

Tax Deferred Annuity Plan of Oats, Inc. 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. Tax Deferred Annuity Plan of Oats, Inc. sits mid-pack in the medium band (560 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Oats, Inc. reported net income rose from -$390K in the plan year 2022 filing to -$98K in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Oats, Inc. reported participants fell from 736 in the plan year 2022 filing to 560 in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Oats, Inc. end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 431016961 · Oats, Inc. PY 2023 · Profit Sharing

Tax Deferred Annuity Plan of Oats, Inc. · $2M · 560 · 33rd

  • EOY $2M
  • EOY 560
  • EOY 33rd
  • EOY Profit Sharing
  • EOY near John M. Ketner Do Profit Sharing Plan
  • EOY ind #4507

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 Other Services retirement plans → · Plans in Missouri →

Tax Deferred Annuity Plan of Oats, Inc. in the asset neighbourhood

Tax Deferred Annuity Plan of Oats, Inc.Tax Deferred Annuity Plan of…$2MJohn M. Ketner Do Profit Sharing PlanJohn M. Ketner Do Profit Sha…$2MCoastal Rec Ventures Inc. Retirement PlanCoastal Rec Ventures Inc. Re…$2MWright Titus Agency Profit Sharing Plan and TrustWright Titus Agency Profit S…$2MFlynn Enterprises LLC Restated Profit Sharing PlanFlynn Enterprises LLC Restat…$2M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Oats, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$98K
Employer EIN431016961
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oats, Inc.)

Sponsor-wide plan assets over time

All Oats, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.175605946330551% vs 2022
2024 filing year
$2.45M$2.5M$2.55M$2.6M 202220232024 $2.58M $2.47M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 736 $3M
2023 1 560 $2M
2024 1 579 $2M

Nearby Profit Sharing Plans in Missouri

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

Tax Deferred Annuity Plan of Oats, Inc. vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Tax Deferred Annuity Plan of Oats, Inc., Total assets ($B): 0.002478171 · Participants: 560Tax Deferred Annuity Plan of Oats, Inc.Boilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
Tax Deferred Annuity Plan of Oats, Inc. vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Tax Deferred Annuity Plan of Oats, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan of Oats, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is John M. Ketner Do Profit Sharing Plan in MI ($2M); by covered participants it is Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan in PR (561 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (560 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 Tax Deferred Annuity Plan of Oats, Inc. assets move in 2023? ▼
Tax Deferred Annuity Plan of Oats, Inc. edged down modestly - down 3.8% during 2023, from $3M to $2M. Reported net income was -$98K.
How have Oats, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oats, Inc.'s sponsor-wide assets declined 4.2%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Tax Deferred Annuity Plan of Oats, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is John M. Ketner Do Profit Sharing Plan in MI ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Tax Deferred Annuity Plan of Oats, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ballester Hermanos, Inc. Retirement Plan Hermanos, Inc. Retirement Plan in PR (561 participants, $30M 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 431016961.

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.