401(k) · DOL Form 5500 · 2023

White Oak Management, Inc. 401(k) Plan

Data updated 2026-08-11

$26M
Total assets: 2,082
Participants: 77th
Percentile by assets: $12,261
Avg per participant

Official DOL plan name: White Oak Management, Inc. Retirement Plan · Sponsored by White Oak Management, Inc. · South Carolina · Healthcare & Social Assistance

$26M in assets, 2,082 participants

White Oak Management, Inc.'s White Oak Management, Inc. Retirement Plan reported $26M in total assets and 2,082 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

77th percentile by assets (of 127,072 plans)
#14,218 in Healthcare & Social Assistance (17,684 peers)

Coverage in South Carolina

White Oak Management, Inc. Retirement Plan covers 2,082 participants in South Carolina, 5.6x the typical South Carolina plan (state average ~369 per filing). Assets: $26M.

$26M
total plan assets (2023 EOY): 2,082
covered participants: 77th
percentile by assets (of 127,072 plans): $12,261
avg assets per participant

Where White Oak Management, Inc. Retirement Plan sits by total assets

White Oak Management, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$25,527,712 Top 23% higher than 77% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

White Oak Management, Inc. Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
White Oak Management, Inc. Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
White Oak Management, Inc. Retirement Plan reported participants fell from 2,213 in the plan year 2022 filing to 2,082 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

South Carolina

Industry

Healthcare & Social Assistance

Participants vs South Carolina filers

In South Carolina, the average filing covers about 369 participants across 1,490 plans. White Oak Management, Inc. Retirement Plan reports 2,082 participants - 5.6x that state average ($26M EOY assets).

South Carolina filing particulars

Total Assets (Beginning of Year)	$23M
Net Assets (End of Year)	$26M
Net Income	$2M
Employer EIN	621099917
Plan Effective Date	1987-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (White Oak Management, Inc.)

Total plan assets by year, all White Oak Management, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	2,213	$23M
2023	1	2,082	$26M

Nearby 401(k) Plans in South Carolina

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

White Oak Management, Inc. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Michelin 401(k) Savings Plan $4.1B · 14,439
The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
Sonoco Retirement & Savings Plan $1.6B · 11,311
Sonoco Retirement & Savings Plan $1.3B · 10,614
Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348

Compare White Oak Management, Inc. Retirement Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to White Oak Management, Inc. Retirement Plan by total assets, not by location.

Alfa Wassermann Professional Services, LLC Employees 401(k) Savings Plan (NJ) $26M · 93
Pubworx 401(k) Plan (NY) $26M · 138
Cordental Group Management, LLC 401(k) Plan (OH) $26M · 490
The Earle Operating Holding Company, Inc. 401(k) Profit Sharing Plan (NJ) $26M · 321

Frequently Asked Questions

How did White Oak Management, Inc. Retirement Plan assets move in 2023? ▼

White Oak Management, Inc. Retirement Plan grew at a solid clip - up 10.1% during 2023, from $23M to $26M. Reported net income was $2M.

How have White Oak Management, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), White Oak Management, Inc.'s sponsor-wide assets grew 10.1%, from $23M to $26M.

Where does White Oak Management, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼

White Oak Management, Inc. Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to White Oak Management, Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Alfa Wassermann Professional Services, LLC Employees 401(k) Savings Plan in NJ ($26M, 93 participants).

Next read for White Oak Management, Inc. Retirement Pl…

Filing takeaways

Ways to act on White Oak Management, Inc. Retirement Plan's numbers.

By total assets, White Oak Management, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in South Carolina. Compare plans
White Oak Management, Inc.'s sponsor-wide assets have grown 10.1% since 2022 across 2 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621099917.