401(k) · DOL Form 5500 · 2023

White Oak Management, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
2,082
Participants Near avg headcount
77th
Percentile by assets National rank
$12,261
Avg per participant Low balance/head
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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.

  • #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.

#14,218
in Healthcare & Social Assistance (17,684 peers)
+10.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

White Oak Management, Inc. Retirement Plan's outsized position 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

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 2023

White Oak Management, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. White Oak Management, Inc. Retirement Plan lands in the large band (2,082 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 621099917 · White Oak Management, Inc. PY 2023 · 401(k)

White Oak Management, Inc. Retirement Plan · $26M · 2,082 · 77th

  • PART $26M
  • PART 2,082
  • PART 77th
  • PART 401(k)
  • PART near Alfa Wassermann Professional Services, LLC Employees 401(k) Savings Plan
  • PART ind #14218

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 South Carolina →

White Oak Management, Inc. Retirement Plan in the asset neighbourhood

White Oak Management, Inc. Retirement PlanWhite Oak Management, Inc. R…$26MAlfa Wassermann Professional Services, LLC Employees 401(k) Savings PlanAlfa Wassermann Professional…$26MPubworx 401(k) Plan$26MThe Earle Operating Holding Company, Inc. 401(k) Profit Sharing PlanThe Earle Operating Holding …$26MCordental Group Management, LLC 401(k) PlanCordental Group Management, …$26M
End-of-year total assets ($M) among White Oak Management, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN621099917
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (White Oak Management, Inc.)

Sponsor-wide plan assets over time

All White Oak Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 10.079807035614117% vs 2022
2023 filing year
$22M$23M$24M$25M$26M 20222023 $23.2M $25.5M ▲ +10.1%
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 Scatter plot of 6 data points. 05000100001500020000 -1012345 Total assets ($B) Participants White Oak Management, Inc. Retirement Plan, Total assets ($B): 0.025527712 · Participants: 2082White Oak Management, Inc. Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
White Oak Management, Inc. Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare White Oak Management, Inc. Retirement Plan side-by-side with 3 peers →

White Oak Management, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Alfa Wassermann Professional Services, LLC Employees 401(k) Savings Plan in NJ ($26M); by covered participants it is Planet Fitness 401(k) Plan in NH (2,082 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,082 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to White Oak Management, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Planet Fitness 401(k) Plan in NH (2,082 participants, $32M in assets).

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.

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.