401(k) · DOL Form 5500 · 2023

Four Oaks Family and Children Services 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
740
Participants Near avg headcount
74th
Percentile by assets National rank
$28,920
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Four Oaks Enterprise Retirement Plan · Sponsored by Four Oaks Family and Children Services · Iowa · Healthcare & Social Assistance

$21M in assets, 740 participants

Four Oaks Family and Children Services's Four Oaks Enterprise Retirement Plan reported $21M in total assets and 740 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,802 in Healthcare & Social Assistance (17,684 peers)

Four Oaks Family and Children Services multi-year trail

Four Oaks Family and Children Services's plans moved +18.7% in assets from 2022 to 2024; this filing shows Four Oaks Enterprise Retirement Plan at $21M / 740 participants.

#13,802
in Healthcare & Social Assistance (17,684 peers)
+15.3%
assets growth YoY

Four Oaks Enterprise Retirement Plan's outsized position by total assets

Four Oaks Enterprise Retirement Plan vs every filed plan by assets

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

$21,400,940 Top 26% higher than 74% 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

Four Oaks Enterprise Retirement 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. Four Oaks Enterprise Retirement Plan sits mid-pack in the medium band (740 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Four Oaks Enterprise Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Four Oaks Enterprise Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Four Oaks Enterprise Retirement Plan reported participants rose from 725 in the plan year 2022 filing to 740 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 420998726 · Four Oaks Family and Children Services PY 2023 · 401(k)

Four Oaks Enterprise Retirement Plan · $21M · 740 · 74th

  • PCT $21M
  • EIN 740
  • RANK 74th
  • PHOTO 401(k)
  • IND near Paya, Inc. 401(k) Plan
  • EOY ind #13802

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Four Oaks Enterprise Retirement Plan in the asset neighbourhood

Four Oaks Enterprise Retirement PlanFour Oaks Enterprise Retirem…$21MPaya, Inc. 401(k) Plan$21MLanphere Enterprises, Inc. 401(k) Retirement Plan and TrustLanphere Enterprises, Inc. 4…$21MSacred Heart Schools, Inc. 401(k) PlanSacred Heart Schools, Inc. 4…$21MMill Rock Packaging Partners Retirement Savings PlanMill Rock Packaging Partners…$21M
End-of-year total assets ($M) among Four Oaks Enterprise Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Four Oaks Family and Children Services multi-year asset trail

Sponsor-wide plan assets over time

All Four Oaks Family and Children Services plans reported in each filing year

Latest sponsor-wide plan assets
$22M 18.71955602661193% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.6M $22M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 725 $19M
2023 1 740 $21M
2024 1 760 $22M

Four Oaks Family and Children Services filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN420998726
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Four Oaks Enterprise Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Four Oaks Enterprise Retirement Plan, Total assets ($B): 0.02140094 · Participants: 740Four Oaks Enterprise Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Four Oaks Enterprise Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Four Oaks Enterprise Retirement Plan side-by-side with 3 peers →

Four Oaks Enterprise Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Paya, Inc. 401(k) Plan in GA ($21M); by covered participants it is Sappi North America, Inc. Salaried Investment Plan in MA (740 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (740 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 Four Oaks Enterprise Retirement Plan assets move in 2023? ▼
Four Oaks Enterprise Retirement Plan grew sharply - up 15.3% during 2023, from $19M to $21M. Reported net income was $3M.
How have Four Oaks Family and Children Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Four Oaks Family and Children Services's sponsor-wide assets grew 18.7%, from $19M to $22M.
Which 401(k) plans are similar in size to Four Oaks Enterprise Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paya, Inc. 401(k) Plan in GA ($21M, 322 participants).
Which 401(k) plans cover a similar participant headcount to Four Oaks Enterprise Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sappi North America, Inc. Salaried Investment Plan in MA (740 participants, $348M 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 420998726.

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.