401(k) · DOL Form 5500 · 2024

Oakleaf Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
30th
Percentile by assets National rank
$158,973
Avg per participant Above avg balance/head
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Official DOL plan name: Oakleaf Solutions, LLC 401(k) Plan · Sponsored by Oakleaf Solutions, LLC · Virginia · Professional & Technical Services

$2M in assets, 13 participants

Oakleaf Solutions, LLC's Oakleaf Solutions, LLC 401(k) Plan reported $2M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,149 in Professional & Technical Services (20,173 peers)

Oakleaf Solutions, LLC multi-year trail

Oakleaf Solutions, LLC's plans moved +48.2% in assets from 2023 to 2024; this filing shows Oakleaf Solutions, LLC 401(k) Plan at $2M / 13 participants.

#5,149
in Professional & Technical Services (20,173 peers)
+48.2%
assets growth YoY

Oakleaf Solutions, LLC 401(k) Plan among the smaller filed plans by assets

Oakleaf Solutions, LLC 401(k) Plan vs every filed plan by assets

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

$2,066,648 30th percentile higher than 30% 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

Oakleaf Solutions, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakleaf Solutions, LLC 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oakleaf Solutions, LLC 401(k) Plan reported participants rose from 5 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Oakleaf Solutions, LLC 401(k) Plan reported net income rose from $379K in the plan year 2023 filing to $672K in the plan year 2024 filing.
  • Oakleaf Solutions, LLC 401(k) 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 262793768 · Oakleaf Solutions, LLC PY 2024 · 401(k)

Oakleaf Solutions, LLC 401(k) Plan · $2M · 13 · 30th

  • RANK $2M
  • PHOTO 13
  • IND 30th
  • EOY 401(k)
  • 5500 near Pmi 401(k) Plan and Trust
  • ASSETS ind #5149

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 Virginia →

Oakleaf Solutions, LLC 401(k) Plan in the asset neighbourhood

Oakleaf Solutions, LLC 401(k) PlanOakleaf Solutions, LLC 401(k…$2MPmi 401(k) Plan and Trust$2MVulcan Painters, Inc Non-Union 401(k) PlanVulcan Painters, Inc Non-Uni…$2MApothym Technologies Group, LLC 401(k) PlanApothym Technologies Group, …$2MPotomac College LLC 401(k) PlanPotomac College LLC 401(k) P…$2M
End-of-year total assets ($M) among Oakleaf Solutions, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oakleaf Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oakleaf Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 48.215339709041096% vs 2023
2024 filing year
$1M$1.5M$2M$2.5M 20232024 $1.39M $2.07M ▲ +48.9%
Year Plans Participants Total Assets
2023 1 5 $1M
2024 1 13 $2M

Oakleaf Solutions, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$672K
Employer EIN262793768
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Oakleaf Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Oakleaf Solutions, LLC 401(k) Plan, Total assets ($B): 0.002066648 · Participants: 13Oakleaf Solutions, LLC 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Oakleaf Solutions, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Oakleaf Solutions, LLC 401(k) Plan side-by-side with 3 peers →

Oakleaf Solutions, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Pmi 401(k) Plan and Trust in IL ($2M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Oakleaf Solutions, LLC 401(k) Plan assets move in 2024? ▼
Oakleaf Solutions, LLC 401(k) Plan surged - up 48.2% during 2024, from $1M to $2M. Reported net income was $672K.
How have Oakleaf Solutions, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Oakleaf Solutions, LLC's sponsor-wide assets grew 48.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Oakleaf Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pmi 401(k) Plan and Trust in IL ($2M, 36 participants).
Which 401(k) plans cover a similar participant headcount to Oakleaf Solutions, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 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 262793768.

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.