401(k) · DOL Form 5500 · 2023

Angel Oak Companies 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
384
Participants Below avg headcount
78th
Percentile by assets National rank
$74,071
Avg per participant Below avg balance/head
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Official DOL plan name: Angel Oak Companies 401(k) Profit Sharing Plan · Sponsored by Angel Oak Companies · Georgia · Finance & Insurance

$28M in assets, 384 participants

Angel Oak Companies's Angel Oak Companies 401(k) Profit Sharing Plan reported $28M in total assets and 384 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,946 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Angel Oak Companies 401(k) Profit Sharing Plan covers 384 participants in Georgia, about 35% of the average Georgia filer (state average ~1,096 per filing). Assets: $28M.

#5,946
in Finance & Insurance (8,869 peers)
+0.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Angel Oak Companies 401(k) Profit Sharing Plan's outsized position by total assets

Angel Oak Companies 401(k) Profit Sharing Plan vs every filed plan by assets

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

$28,443,109 Top 22% higher than 78% 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

Angel Oak Companies 401(k) Profit Sharing 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. Angel Oak Companies 401(k) Profit Sharing Plan sits mid-pack in the medium band (384 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Angel Oak Companies 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $13K in the plan year 2023 filing.
  • Angel Oak Companies 401(k) Profit Sharing Plan reported participants fell from 843 in the plan year 2022 filing to 384 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270718181 · Angel Oak Companies PY 2023 · 401(k)

Angel Oak Companies 401(k) Profit Sharing Plan · $28M · 384 · 78th

  • BOOK $28M
  • BOOK 384
  • BOOK 78th
  • BOOK 401(k)
  • BOOK near Riverhills Healthcare, Inc. Profit Sharing/Savings Retirement Plan
  • BOOK ind #5946

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 Georgia →

Angel Oak Companies 401(k) Profit Sharing Plan in the asset neighbourhood

Global Professional Services Group, Inc. 401(k) PlanGlobal Professional Services…$28MAngel Oak Companies 401(k) Profit Sharing PlanAngel Oak Companies 401(k) P…$28MRiverhills Healthcare, Inc. Profit Sharing/Savings Retirement PlanRiverhills Healthcare, Inc. …$28MPerdue, Brandon, Fielder, Collins and Mott 401(k) PlanPerdue, Brandon, Fielder, Co…$28MDelaware Nation Companies Retirement Savings PlanDelaware Nation Companies Re…$28M
End-of-year total assets ($M) among Angel Oak Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$28M
Net Income$13K
Employer EIN270718181
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Angel Oak Companies)

Sponsor-wide plan assets over time

All Angel Oak Companies plans reported in each filing year

Latest sponsor-wide plan assets
$28M 0.04645812871455303% vs 2022
2023 filing year
$28.4M$28.4M$28.4M$28.4M$28.4M 20222023 $28.4M $28.4M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 843 $28M
2023 1 384 $28M

Nearby 401(k) Plans in Georgia

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

Angel Oak Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Angel Oak Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.028443109 · Participants: 384Angel Oak Companies 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Angel Oak Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Angel Oak Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

Angel Oak Companies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Riverhills Healthcare, Inc. Profit Sharing/Savings Retirement Plan in OH ($28M); by covered participants it is Spectrum Construction LLC 401(k) Profit Plan & Trust in NV (384 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (384 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 Angel Oak Companies 401(k) Profit Sharing Plan assets move in 2023? ▼
Angel Oak Companies 401(k) Profit Sharing Plan held essentially flat - up 0.0% during 2023, from $28M to $28M. Reported net income was $13K.
How have Angel Oak Companies plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Angel Oak Companies's sponsor-wide assets grew 0.0%, from $28M to $28M.
Where does Angel Oak Companies 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Angel Oak Companies 401(k) Profit Sharing Plan ranks in the 78th 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 Angel Oak Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riverhills Healthcare, Inc. Profit Sharing/Savings Retirement Plan in OH ($28M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Angel Oak Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spectrum Construction LLC 401(k) Profit Plan & Trust in NV (384 participants, $51K 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 270718181.

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.