401(k) · DOL Form 5500 · 2024
Blue Oak Management Services Inc 401(k) Plan
Data updated 2026-08-25
- $73K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 5th
- Percentile by assets National rank
Official DOL plan name: Blue Oak Management Services Inc 401(k) Plan · Sponsored by Blue Oak Management Services Inc · Texas · Professional & Technical Services
$73K in assets, N/A participants
Blue Oak Management Services Inc's Blue Oak Management Services Inc 401(k) Plan reported $73K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.
- #870 in Professional & Technical Services (20,173 peers)
Blue Oak Management Services Inc multi-year trail
Blue Oak Management Services Inc's plans moved -64.0% in assets from 2023 to 2024; this filing shows Blue Oak Management Services Inc 401(k) Plan at $73K / N/A participants.
- #870
- in Professional & Technical Services (20,173 peers)
- -64.0%
- assets change YoY
The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Blue Oak Management Services Inc 401(k) Plan among the smaller filed plans by assets
Blue Oak Management Services Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,357 5th percentile higher than 5% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Blue Oak Management Services Inc 401(k) Plan reported net income fell from $204K in the plan year 2023 filing to -$130K in the plan year 2024 filing.
- Blue Oak Management Services Inc 401(k) Plan reported participants fell from 1 in the plan year 2023 filing to N/A in the plan year 2024 filing.
- Blue Oak Management Services Inc 401(k) Plan end-of-year assets fell from $204K in the plan year 2023 filing to $73K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 932484264 · Blue Oak Management Services Inc PY 2024 · 401(k)
Blue Oak Management Services Inc 401(k) Plan · $73K · N/A · 5th
- VS-ST $73K
- VS-ST N/A
- VS-ST 5th
- VS-ST 401(k)
- VS-ST near Innovations by Gomes Incorporated 401(k) Profit Sharing Plan
- VS-ST ind #870
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 Professional & Technical Services retirement plans → · Plans in Texas →
Blue Oak Management Services Inc 401(k) Plan in the asset neighbourhood
Blue Oak Management Services Inc multi-year asset trail
Sponsor-wide plan assets over time
All Blue Oak Management Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $73K 64.0053974484789% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $204K |
| 2024 | 1 | N/A | $73K |
Blue Oak Management Services Inc filing trail (2024)
| Total Assets (Beginning of Year) | $204K |
|---|---|
| Net Assets (End of Year) | $73K |
| Net Income | -$130K |
| Employer EIN | 932484264 |
| Plan Effective Date | 2023-07-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Blue Oak Management Services Inc 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Texas, the nearest 401(k) by end-of-year assets is Innovations by Gomes Incorporated 401(k) Profit Sharing Plan in MI at $73K (this filing: $73K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73K here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.