401(k) · DOL Form 5500 · 2023

Athletics Investment Group LLC Dba Oakland Athletics Baseball Company 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
1,481
Participants Near avg headcount
81st
Percentile by assets National rank
$23,889
Avg per participant Low balance/head
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Official DOL plan name: Athletics Investment Group 401(k) Plan · Sponsored by Athletics Investment Group LLC Dba Oakland Athletics Baseball Company · California · Arts, Entertainment & Recreation

$35M in assets, 1,481 participants

Athletics Investment Group LLC Dba Oakland Athletics Baseball Company's Athletics Investment Group 401(k) Plan reported $35M in total assets and 1,481 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,620 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

Athletics Investment Group 401(k) Plan covers 1,481 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $35M.

#2,620
in Arts, Entertainment & Recreation (2,945 peers)
+25.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Athletics Investment Group 401(k) Plan's outsized position by total assets

Athletics Investment Group 401(k) Plan vs every filed plan by assets

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

$35,379,581 Top 19% higher than 81% 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

Athletics Investment Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athletics Investment Group 401(k) Plan lands in the large band (1,481 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Athletics Investment Group 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Athletics Investment Group 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Athletics Investment Group 401(k) Plan reported participants rose from 1,309 in the plan year 2022 filing to 1,481 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943232189 · Athletics Investment Group LLC Dba Oakland Athletics Baseball Company PY 2023 · 401(k)

Athletics Investment Group 401(k) Plan · $35M · 1,481 · 81st

  • PCT $35M
  • EIN 1,481
  • RANK 81st
  • PHOTO 401(k)
  • IND near Pine Hall Brick Co., Inc. Savings and Profit Sharing Retirement Plan
  • EOY ind #2620

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Athletics Investment Group 401(k) Plan in the asset neighbourhood

Athletics Investment Group 401(k) PlanAthletics Investment Group 4…$35MPine Hall Brick Co., Inc. Savings and Profit Sharing Retirement PlanPine Hall Brick Co., Inc. Sa…$35MFunko 401(k) Plan$35MInter Ikea Retirement and Savings PlanInter Ikea Retirement and Sa…$35MWestern Carriers, Inc. Profit Sharing PlanWestern Carriers, Inc. Profi…$35M
End-of-year total assets ($M) among Athletics Investment Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN943232189
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athletics Investment Group LLC Dba Oakland Athletics Baseball Company)

Sponsor-wide plan assets over time

All Athletics Investment Group LLC Dba Oakland Athletics Baseball Company plans reported in each filing year

Latest sponsor-wide plan assets
$109M 21.708901937714288% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89.8M $109M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 1,468 $90M
2023 2 1,616 $103M
2024 2 1,514 $109M

Nearby 401(k) Plans in California

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

Athletics Investment Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Athletics Investment Group 401(k) Plan, Total assets ($B): 0.035379581 · Participants: 1481Athletics Investment Group 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
Athletics Investment Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Athletics Investment Group 401(k) Plan side-by-side with 3 peers →

Athletics Investment Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pine Hall Brick Co., Inc. Savings and Profit Sharing Retirement Plan in NC ($35M); by covered participants it is Oshkosh Corporation Tax Deferred Plan for Production Employees in WI (1,481 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,481 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 Athletics Investment Group 401(k) Plan assets move in 2023? ▼
Athletics Investment Group 401(k) Plan grew sharply - up 25.8% during 2023, from $28M to $35M. Reported net income was $7M.
How have Athletics Investment Group LLC Dba Oakland Athletics Baseball Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athletics Investment Group LLC Dba Oakland Athletics Baseball Company's sponsor-wide assets grew 21.7%, from $90M to $109M.
Where does Athletics Investment Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Athletics Investment Group 401(k) Plan ranks in the 81st 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 Athletics Investment Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pine Hall Brick Co., Inc. Savings and Profit Sharing Retirement Plan in NC ($35M, 309 participants).
Which 401(k) plans cover a similar participant headcount to Athletics Investment Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oshkosh Corporation Tax Deferred Plan for Production Employees in WI (1,481 participants, $135M 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 943232189.

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.