401(k) · DOL Form 5500 · 2024

Twin Oaks Estate 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
150
Participants Small participant base
34th
Percentile by assets National rank
$19,334
Avg per participant Low balance/head
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Official DOL plan name: Twin Oaks Estate 401(k) Profit Sharing Plan · Sponsored by Twin Oaks Estate · Missouri · Healthcare & Social Assistance

$3M in assets, 150 participants

Twin Oaks Estate's Twin Oaks Estate 401(k) Profit Sharing Plan reported $3M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,706 in Healthcare & Social Assistance (16,916 peers)

Coverage in Missouri

Twin Oaks Estate 401(k) Profit Sharing Plan covers 150 participants in Missouri, about 20% of the average Missouri filer (state average ~737 per filing). Assets: $3M.

#5,706
in Healthcare & Social Assistance (16,916 peers)
+17.9%
assets growth YoY

Twin Oaks Estate 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Twin Oaks Estate 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,900,138 34th percentile higher than 34% 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

Twin Oaks Estate 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Twin Oaks Estate 401(k) Profit Sharing Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Twin Oaks Estate 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Twin Oaks Estate 401(k) Profit Sharing Plan reported net income fell from $482K in the plan year 2023 filing to $440K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 431216334 · Twin Oaks Estate PY 2024 · 401(k)

Twin Oaks Estate 401(k) Profit Sharing Plan · $3M · 150 · 34th

  • EIN $3M
  • RANK 150
  • PHOTO 34th
  • IND 401(k)
  • EOY near G. a. Blanco & Sons, Inc. Profit Sharing Plan and Trust
  • 5500 ind #5706

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Twin Oaks Estate 401(k) Profit Sharing Plan in the asset neighbourhood

Twin Oaks Estate 401(k) Profit Sharing PlanTwin Oaks Estate 401(k) Prof…$3MG. a. Blanco & Sons, Inc. Profit Sharing Plan and TrustG. a. Blanco & Sons, Inc. Pr…$3MWilson Water Group 401(k) PlanWilson Water Group 401(k) Pl…$3MHealthypets Inc. 401(k) Profit Sharing Plan & TrustHealthypets Inc. 401(k) Prof…$3MK&k Industries Retirement PlanK&k Industries Retirement Pl…$3M
End-of-year total assets ($M) among Twin Oaks Estate 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$440K
Employer EIN431216334
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Twin Oaks Estate)

Sponsor-wide plan assets over time

All Twin Oaks Estate plans reported in each filing year

Latest sponsor-wide plan assets
$3M 46.57177354020197% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.98M $2.9M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 141 $2M
2023 1 149 $2M
2024 1 150 $3M

Nearby 401(k) Plans in Missouri

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

Twin Oaks Estate 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Twin Oaks Estate 401(k) Profit Sharing Plan, Total assets ($B): 0.002900138 · Participants: 150Twin Oaks Estate 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Twin Oaks Estate 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Twin Oaks Estate 401(k) Profit Sharing Plan side-by-side with 3 peers →

Twin Oaks Estate 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is G. a. Blanco & Sons, Inc. Profit Sharing Plan and Trust in MA ($3M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Twin Oaks Estate 401(k) Profit Sharing Plan assets move in 2024? ▼
Twin Oaks Estate 401(k) Profit Sharing Plan grew sharply - up 17.9% during 2024, from $2M to $3M. Reported net income was $440K.
How have Twin Oaks Estate plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twin Oaks Estate's sponsor-wide assets grew 46.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Twin Oaks Estate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is G. a. Blanco & Sons, Inc. Profit Sharing Plan and Trust in MA ($3M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Twin Oaks Estate 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 participants, $15M 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 431216334.

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.