401(k) · DOL Form 5500 · 2023
O.K. Lumber Company 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $147,733
- Avg per participant Above avg balance/head
Official DOL plan name: O.K. Lumber Sawdust Fund · Sponsored by O.K. Lumber Company · California · Retail Trade
$3M in assets, 18 participants
O.K. Lumber Company's O.K. Lumber Sawdust Fund reported $3M in total assets and 18 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.
- #3,843 in Retail Trade (8,414 peers)
O.K. Lumber Company multi-year trail
O.K. Lumber Company's plans moved +24.8% in assets from 2022 to 2024; this filing shows O.K. Lumber Sawdust Fund at $3M / 18 participants.
- #3,843
- in Retail Trade (8,414 peers)
- +20.5%
- assets growth YoY
O.K. Lumber Sawdust Fund's mid-pack asset rank among Retail Trade and all filers
O.K. Lumber Sawdust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,659,191 34th percentile higher than 34% 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
O.K. Lumber Sawdust Fund among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O.K. Lumber Sawdust Fund is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O.K. Lumber Sawdust Fund reported net income rose from -$838K in the plan year 2022 filing to $452K in the plan year 2023 filing.
- O.K. Lumber Sawdust Fund end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- O.K. Lumber Sawdust Fund reported participants fell from 20 in the plan year 2022 filing to 18 in the plan year 2023 filing.
DOL schedule card
Filing strip 942562544 · O.K. Lumber Company PY 2023 · 401(k)
O.K. Lumber Sawdust Fund · $3M · 18 · 34th
- VS-ST $3M
- BOY 18
- SCH 34th
- EBSA 401(k)
- PART near Nogin 401(k) Plan
- TYPE ind #3843
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 California →
O.K. Lumber Sawdust Fund in the asset neighbourhood
O.K. Lumber Company multi-year asset trail
Sponsor-wide plan assets over time
All O.K. Lumber Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 24.799225677000187% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $2M |
| 2023 | 1 | 18 | $3M |
| 2024 | 1 | 16 | $3M |
O.K. Lumber Company filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $452K |
| Employer EIN | 942562544 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
O.K. Lumber Sawdust Fund's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Nogin 401(k) Plan in NY ($3M); by covered participants it is Philotechnics, Ltd. 401(k) Plan in TN (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.