Profit Sharing · DOL Form 5500 · 2023
Oakdale Estates Inc Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Oakdale Estates Inc Profit Sharing Plan · Sponsored by Oakdale Estates Inc · Wisconsin · Retail Trade
$6M in assets, 4 participants
Oakdale Estates Inc's Oakdale Estates Inc Profit Sharing Plan reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #4,908 in Retail Trade (8,414 peers)
Oakdale Estates Inc multi-year trail
Oakdale Estates Inc's plans moved +45.9% in assets from 2022 to 2024; this filing shows Oakdale Estates Inc Profit Sharing Plan at $6M / 4 participants.
- #4,908
- in Retail Trade (8,414 peers)
- +31.4%
- assets growth YoY
Oakdale Estates Inc Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Oakdale Estates Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,035,782 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oakdale Estates Inc Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakdale Estates Inc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oakdale Estates Inc Profit Sharing Plan reported net income rose from $383K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Oakdale Estates Inc Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391091709 · Oakdale Estates Inc PY 2023 · Profit Sharing
Oakdale Estates Inc Profit Sharing Plan · $6M · 4 · 48th
- TYPE $6M
- NET 4
- BOOK 48th
- VS-ST Profit Sharing
- BOY near Employee Benefit Plan for Employees of Detroit Area Agency on Aging
- SCH ind #4908
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 Retail Trade retirement plans → · Plans in Wisconsin →
Oakdale Estates Inc Profit Sharing Plan in the asset neighbourhood
Oakdale Estates Inc multi-year asset trail
Sponsor-wide plan assets over time
All Oakdale Estates Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 45.91029385729097% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $5M |
| 2023 | 1 | 4 | $6M |
| 2024 | 1 | 5 | $7M |
Oakdale Estates Inc filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 391091709 |
| Plan Effective Date | 1973-09-18 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Oakdale Estates Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Employee Benefit Plan for Employees of Detroit Area Agency on Aging in MI ($6M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.