Profit Sharing · DOL Form 5500 · 2024

Oak Lodge, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
27th
Percentile by assets National rank
$201,339
Avg per participant Above avg balance/head
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Official DOL plan name: Oak Lodge, LLC Profit Sharing Plan · Sponsored by Oak Lodge, LLC · Pennsylvania · Food Services & Accommodation

$2M in assets, 8 participants

Oak Lodge, LLC's Oak Lodge, LLC Profit Sharing Plan reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,307 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Oak Lodge, LLC Profit Sharing Plan ranks #2,307 of 3,672 2024 filers by assets (1215% of the sector average)-$2M for 8 participants.

#2,307
in Food Services & Accommodation (3,672 peers)
+26.9%
assets growth YoY

Oak Lodge, LLC Profit Sharing Plan among the smaller filed plans by assets

Oak Lodge, LLC Profit Sharing Plan vs every filed plan by assets

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

$1,610,710 27th percentile higher than 27% 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 Lodge, LLC 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. Oak Lodge, LLC Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oak Lodge, LLC Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 205943991 · Oak Lodge, LLC PY 2024 · Profit Sharing

Oak Lodge, LLC Profit Sharing Plan · $2M · 8 · 27th

  • 5500 $2M
  • ASSETS 8
  • PCT 27th
  • EIN Profit Sharing
  • RANK near Daniel G. Kay Profit Sharing Plan
  • PHOTO ind #2307

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

Oak Lodge, LLC Profit Sharing Plan in the asset neighbourhood

Oak Lodge, LLC Profit Sharing PlanOak Lodge, LLC Profit Sharin…$2MDaniel G. Kay Profit Sharing PlanDaniel G. Kay Profit Sharing…$2MEddie Nassar M.D.,P.a. Profit-Sharing PlanEddie Nassar M.D.,P.a. Profi…$2MJack G. Bannister Profit Sharing PlanJack G. Bannister Profit Sha…$2MPaul E. Schlosser, Inc. Employee Profit Sharing PlanPaul E. Schlosser, Inc. Empl…$2M
End-of-year total assets ($M) among Oak Lodge, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$342K
Employer EIN205943991
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Lodge, LLC)

Sponsor-wide plan assets over time

All Oak Lodge, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 72.03790001206939% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.94M $1.61M ▲ +71.3%
Year Plans Participants Total Assets
2022 1 8 $936K
2023 1 8 $1M
2024 1 8 $2M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Oak Lodge, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Oak Lodge, LLC Profit Sharing Plan, Total assets ($B): 0.00161071 · Participants: 8Oak Lodge, LLC Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Oak Lodge, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Oak Lodge, LLC Profit Sharing Plan side-by-side with 3 peers →

Oak Lodge, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Daniel G. Kay Profit Sharing Plan in CO ($2M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Lodge, LLC Profit Sharing Plan assets move in 2024? ▼
Oak Lodge, LLC Profit Sharing Plan grew sharply - up 26.9% during 2024, from $1M to $2M. Reported net income was $342K.
How have Oak Lodge, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Lodge, LLC's sponsor-wide assets grew 72.0%, from $936K to $2M.
Which Profit Sharing plans are similar in size to Oak Lodge, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Daniel G. Kay Profit Sharing Plan in CO ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Oak Lodge, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants, N/A 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 205943991.

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.