401(k) · DOL Form 5500 · 2024

The Oaks Park Association 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
45
Participants Small participant base
28th
Percentile by assets National rank
$39,905
Avg per participant Low balance/head
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Official DOL plan name: Oaks Park 401(k) Plan · Sponsored by The Oaks Park Association · Oregon · Arts, Entertainment & Recreation

$2M in assets, 45 participants

The Oaks Park Association's Oaks Park 401(k) Plan reported $2M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,538 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Oaks Park 401(k) Plan ranks #1,538 of 2,921 2024 filers by assets (1546% of the sector average)-$2M for 45 participants.

#1,538
in Arts, Entertainment & Recreation (2,921 peers)
+18.9%
assets growth YoY

Oaks Park 401(k) Plan among the smaller filed plans by assets

Oaks Park 401(k) Plan vs every filed plan by assets

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

$1,795,740 28th percentile higher than 28% 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

Oaks Park 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. Oaks Park 401(k) Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oaks Park 401(k) Plan reported net income rose from -$80K in the plan year 2023 filing to $286K in the plan year 2024 filing.
  • Oaks Park 401(k) Plan reported participants rose from 33 in the plan year 2023 filing to 45 in the plan year 2024 filing.
  • Oaks Park 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 930825821 · The Oaks Park Association PY 2024 · 401(k)

Oaks Park 401(k) Plan · $2M · 45 · 28th

  • IND $2M
  • IND 45
  • IND 28th
  • IND 401(k)
  • IND near Square Roots 401(k) Plan
  • IND ind #1538

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 Arts, Entertainment & Recreation retirement plans → · Plans in Oregon →

Oaks Park 401(k) Plan in the asset neighbourhood

Oaks Park 401(k) Plan$2MSquare Roots 401(k) Plan$2MBlended Lam, Inc. 401(k) Plan$2MTrego-Dugan 401(k) Plan$2MMcmillan Enterprises Retirement PlanMcmillan Enterprises Retirem…$2M
End-of-year total assets ($M) among Oaks Park 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$286K
Employer EIN930825821
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Oaks Park Association)

Sponsor-wide plan assets over time

All The Oaks Park Association plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.909791612864776% vs 2023
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M$1.9M 20232024 $1.51M $1.8M ▲ +19.2%
Year Plans Participants Total Assets
2023 1 33 $2M
2024 1 45 $2M

Nearby 401(k) Plans in Oregon

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

Oaks Park 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Oaks Park 401(k) Plan, Total assets ($B): 0.00179574 · Participants: 45Oaks Park 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Oaks Park 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Oaks Park 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Square Roots 401(k) Plan in NY ($2M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 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 (45 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 Oaks Park 401(k) Plan assets move in 2024? ▼
Oaks Park 401(k) Plan grew sharply - up 18.9% during 2024, from $2M to $2M. Reported net income was $286K.
How have The Oaks Park Association plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Oaks Park Association's sponsor-wide assets grew 18.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Oaks Park 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Square Roots 401(k) Plan in NY ($2M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Oaks Park 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coact, Inc. 401(k) Plan in MD (45 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 930825821.

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.