401(k) · DOL Form 5500 · 2024

Elderoak Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
4
Participants Small participant base
67th
Percentile by assets National rank
$4.3M
Avg per participant High balance/head
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Official DOL plan name: Elderoak Properties, Inc. 401(k) Plan · Sponsored by Elderoak Properties, Inc. · California · Real Estate

$17M in assets, 4 participants

Elderoak Properties, Inc.'s Elderoak Properties, Inc. 401(k) Plan reported $17M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,789 in Real Estate (4,605 peers)

Elderoak Properties, Inc. multi-year trail

Elderoak Properties, Inc.'s plans moved +62.7% in assets from 2022 to 2024; this filing shows Elderoak Properties, Inc. 401(k) Plan at $17M / 4 participants.

#3,789
in Real Estate (4,605 peers)
+38.5%
assets growth YoY

Elderoak Properties, Inc. 401(k) Plan's outsized position by total assets

Elderoak Properties, Inc. 401(k) Plan vs every filed plan by assets

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

$17,217,646 Top 33% higher than 67% 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

Elderoak Properties, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Elderoak Properties, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elderoak Properties, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Elderoak Properties, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 204706426 · Elderoak Properties, Inc. PY 2024 · 401(k)

Elderoak Properties, Inc. 401(k) Plan · $17M · 4 · 67th

  • PHOTO $17M
  • PHOTO 4
  • PHOTO 67th
  • PHOTO 401(k)
  • PHOTO near Palmetto Exterminators, LLC 401(k) Plan
  • PHOTO ind #3789

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 Real Estate retirement plans → · Plans in California →

Elderoak Properties, Inc. 401(k) Plan in the asset neighbourhood

Elderoak Properties, Inc. 401(k) PlanElderoak Properties, Inc. 40…$17MPalmetto Exterminators, LLC 401(k) PlanPalmetto Exterminators, LLC …$17MTransmarket Operations, LLC 401(k) PlanTransmarket Operations, LLC …$17MArch Amenities Group 401(k) Savings PlanArch Amenities Group 401(k) …$17MExtech Operating LLC 401(k) PlanExtech Operating LLC 401(k) …$17M
End-of-year total assets ($M) among Elderoak Properties, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Elderoak Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Elderoak Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 62.65121451508197% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.6M $17.2M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 4 $11M
2023 1 4 $12M
2024 1 4 $17M

Elderoak Properties, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$17M
Net Income$5M
Employer EIN204706426
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Elderoak Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Elderoak Properties, Inc. 401(k) Plan, Total assets ($B): 0.017217646 · Participants: 4Elderoak Properties, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Elderoak Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Elderoak Properties, Inc. 401(k) Plan side-by-side with 3 peers →

Elderoak Properties, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Palmetto Exterminators, LLC 401(k) Plan in SC ($17M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Elderoak Properties, Inc. 401(k) Plan assets move in 2024? ▼
Elderoak Properties, Inc. 401(k) Plan surged - up 38.5% during 2024, from $12M to $17M. Reported net income was $5M.
How have Elderoak Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elderoak Properties, Inc.'s sponsor-wide assets grew 62.7%, from $11M to $17M.
Which 401(k) plans are similar in size to Elderoak Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Palmetto Exterminators, LLC 401(k) Plan in SC ($17M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Elderoak Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 204706426.

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.