401(k) · DOL Form 5500 · 2024

Mid Oaks Investments LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
9
Participants Small participant base
53rd
Percentile by assets National rank
$960,384
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mid Oaks Investments LLC 401(k) Plan · Sponsored by Mid Oaks Investments LLC · Illinois · Professional & Technical Services

$9M in assets, 9 participants

Mid Oaks Investments LLC's Mid Oaks Investments LLC 401(k) Plan reported $9M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,241 in Professional & Technical Services (20,173 peers)

Mid Oaks Investments LLC multi-year trail

Mid Oaks Investments LLC's plans moved +47.1% in assets from 2022 to 2024; this filing shows Mid Oaks Investments LLC 401(k) Plan at $9M / 9 participants.

#10,241
in Professional & Technical Services (20,173 peers)
+19.3%
assets growth YoY

Mid Oaks Investments LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mid Oaks Investments LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,643,454 Top 47% higher than 53% of 123,620 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 2024

Mid Oaks Investments LLC 401(k) 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. Mid Oaks Investments LLC 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mid Oaks Investments LLC 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 363995640 · Mid Oaks Investments LLC PY 2024 · 401(k)

Mid Oaks Investments LLC 401(k) Plan · $9M · 9 · 53rd

  • TYPE $9M
  • TYPE 9
  • TYPE 53rd
  • TYPE 401(k)
  • TYPE near Catanese Group 401(k) Profit Sharing Plan
  • TYPE ind #10241

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 Illinois →

Mid Oaks Investments LLC 401(k) Plan in the asset neighbourhood

Mid Oaks Investments LLC 401(k) PlanMid Oaks Investments LLC 401…$9MCatanese Group 401(k) Profit Sharing PlanCatanese Group 401(k) Profit…$9MEquity Cooperative Livestock Sales Association 401(k) Salary Reduction Plan and TrustEquity Cooperative Livestock…$9MPaymax Services, Inc. 401(k) Profit Sharing PlanPaymax Services, Inc. 401(k)…$9MNew Carbon Company, LLC 401(k) Retirement PlanNew Carbon Company, LLC 401(…$9M
End-of-year total assets ($M) among Mid Oaks Investments LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mid Oaks Investments LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mid Oaks Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 47.079436250632796% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.88M $8.64M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 9 $6M
2023 1 9 $7M
2024 1 9 $9M

Mid Oaks Investments LLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN363995640
Plan Effective Date2015-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Mid Oaks Investments LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Mid Oaks Investments LLC 401(k) Plan, Total assets ($B): 0.008643454 · Participants: 9Mid Oaks Investments LLC 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Mid Oaks Investments LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Mid Oaks Investments LLC 401(k) Plan side-by-side with 3 peers →

Mid Oaks Investments LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Catanese Group 401(k) Profit Sharing Plan in PA ($9M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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.

Frequently Asked Questions

How did Mid Oaks Investments LLC 401(k) Plan assets move in 2024? ▼
Mid Oaks Investments LLC 401(k) Plan grew sharply - up 19.3% during 2024, from $7M to $9M. Reported net income was $1M.
How have Mid Oaks Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid Oaks Investments LLC's sponsor-wide assets grew 47.1%, from $6M to $9M.
Which 401(k) plans are similar in size to Mid Oaks Investments LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Catanese Group 401(k) Profit Sharing Plan in PA ($9M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Mid Oaks Investments LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363995640.

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.