401(k) · DOL Form 5500 · 2024
Oaktown Management Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $698K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $232,722
- Avg per participant Above avg balance/head
Official DOL plan name: Oaktown Management Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Oaktown Management Group, Inc. · California · Administrative & Support Services
$698K in assets, 3 participants
Oaktown Management Group, Inc.'s Oaktown Management Group, Inc. 401(k) Profit Sharing Plan reported $698K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #1,870 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Oaktown Management Group, Inc. 401(k) Profit Sharing Plan ranks #1,870 of 4,368 2024 filers by assets (4133% of the sector average)-$698K for 3 participants.
- #1,870
- in Administrative & Support Services (4,368 peers)
- -6.0%
- assets change YoY
The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oaktown Management Group, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Oaktown Management Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$698,167 20th percentile higher than 20% 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
Oaktown Management Group, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oaktown Management Group, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oaktown Management Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $270K in the plan year 2023 filing to -$45K in the plan year 2024 filing.
- Oaktown Management Group, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $743K in the plan year 2023 filing to $698K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 861246861 · Oaktown Management Group, Inc. PY 2024 · 401(k)
Oaktown Management Group, Inc. 401(k) Profit Sharing Plan · $698K · 3 · 20th
- PART $698K
- PART 3
- PART 20th
- PART 401(k)
- PART near Lord Hobo Brewing Company 401(k) Plan
- PART ind #1870
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 Administrative & Support Services retirement plans → · Plans in California →
Oaktown Management Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $743K |
|---|---|
| Net Assets (End of Year) | $698K |
| Net Income | -$45K |
| Employer EIN | 861246861 |
| Plan Effective Date | 2021-01-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oaktown Management Group, Inc.)
Sponsor-wide plan assets over time
All Oaktown Management Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $698K 47.812141408410156% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $472K |
| 2023 | 1 | 3 | $743K |
| 2024 | 1 | 3 | $698K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Oaktown Management Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lord Hobo Brewing Company 401(k) Plan in MA ($698K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($698K here).
- Lord Hobo Brewing Company 401(k) Plan (MA) $698K · 90
- Ozzy Jiwani Inc 401(k) Plan (GA) $698K · 1
- At Home Independent Living, Inc. 401(k) Plan (NY) $698K · 16
- Enterprise Marine Group, Inc. 401(k) Plan (VA) $698K · 4
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.