401(k) · DOL Form 5500 · 2024

Oak Ridge Investments, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
45th
Percentile by assets National rank
$530,133
Avg per participant High balance/head
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Official DOL plan name: Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust · Sponsored by Oak Ridge Investments, LLC · Illinois · Finance & Insurance

$6M in assets, 11 participants

Oak Ridge Investments, LLC's Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust reported $6M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,604 in Finance & Insurance (8,549 peers)

Oak Ridge Investments, LLC multi-year trail

Oak Ridge Investments, LLC's plans moved +41.7% in assets from 2022 to 2024; this filing shows Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust at $6M / 11 participants.

#2,604
in Finance & Insurance (8,549 peers)
+17.4%
assets growth YoY

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$5,831,459 45th percentile higher than 45% 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

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364142388 · Oak Ridge Investments, LLC PY 2024 · 401(k)

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust · $6M · 11 · 45th

  • EIN $6M
  • EIN 11
  • EIN 45th
  • EIN 401(k)
  • EIN near Telespecialists, LLC 401(k) Profit Sharing Plan & Trust
  • EIN ind #2604

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 Finance & Insurance retirement plans → · Plans in Illinois →

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust in the asset neighbourhood

Oak Ridge Investments, LLC 401(k) Retirement Plan & TrustOak Ridge Investments, LLC 4…$6MTelespecialists, LLC 401(k) Profit Sharing Plan & TrustTelespecialists, LLC 401(k) …$6MFriendship Village 401(k) PlanFriendship Village 401(k) Pl…$6MJewish Adoption & Foster Care Options 403(b) Retirement PlanJewish Adoption & Foster Car…$6MErickson/Aamondt Orthodontics, P.a. 401(k) PlanErickson/Aamondt Orthodontic…$6M
End-of-year total assets ($M) among Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oak Ridge Investments, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oak Ridge Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 41.68873064324925% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.12M $5.83M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 11 $5M
2024 1 11 $6M

Oak Ridge Investments, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$865K
Employer EIN364142388
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust, Total assets ($B): 0.005831459 · Participants: 11Oak Ridge Investments, LLC 401(k) Retirement Plan & TrustAccenture 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
Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Telespecialists, LLC 401(k) Profit Sharing Plan & Trust in FL ($6M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust assets move in 2024? ▼
Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust grew sharply - up 17.4% during 2024, from $5M to $6M. Reported net income was $865K.
How have Oak Ridge Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Ridge Investments, LLC's sponsor-wide assets grew 41.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Telespecialists, LLC 401(k) Profit Sharing Plan & Trust in FL ($6M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Oak Ridge Investments, LLC 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 364142388.

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.