401(k) · DOL Form 5500 · 2023

American Oak Preserving Co. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
33
Participants Small participant base
36th
Percentile by assets National rank
$89,865
Avg per participant Below avg balance/head
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Official DOL plan name: American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust · Sponsored by American Oak Preserving Co. · Indiana · Wholesale Trade

$3M in assets, 33 participants

American Oak Preserving Co.'s American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust reported $3M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,546 in Wholesale Trade (6,309 peers)

American Oak Preserving Co. multi-year trail

American Oak Preserving Co.'s plans moved +42.0% in assets from 2022 to 2024; this filing shows American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust at $3M / 33 participants.

#1,546
in Wholesale Trade (6,309 peers)
+22.6%
assets growth YoY

American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,965,557 36th percentile higher than 36% 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

American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $546K in the plan year 2023 filing.
  • American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust reported participants fell from 36 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 350827551 · American Oak Preserving Co. PY 2023 · 401(k)

American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust · $3M · 33 · 36th

  • SCH $3M
  • SCH 33
  • SCH 36th
  • SCH 401(k)
  • SCH near Express Design Group, Inc. - 401(k) / Psp
  • SCH ind #1546

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 Wholesale Trade retirement plans → · Plans in Indiana →

American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust in the asset neighbourhood

American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and TrustAmerican Oak Preserving Co.,…$3MExpress Design Group, Inc. - 401(k) / PspExpress Design Group, Inc. -…$3MCommunication Infrastructure G 401(k) Profit Sharing Plan & TrustCommunication Infrastructure…$3MBlackfly Investments, LLC 401(k) P/S PlanBlackfly Investments, LLC 40…$3MVaughan & Co. Securities, Inc. Profit Sharing PlanVaughan & Co. Securities, In…$3M
End-of-year total assets ($M) among American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

American Oak Preserving Co. multi-year asset trail

Sponsor-wide plan assets over time

All American Oak Preserving Co. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.00083581038265% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.42M $3.44M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 36 $2M
2023 1 33 $3M
2024 1 27 $3M

American Oak Preserving Co. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$546K
Employer EIN350827551
Plan Effective Date1962-11-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust, Total assets ($B): 0.002965557 · Participants: 33American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants

American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Express Design Group, Inc. - 401(k) / Psp in IL ($3M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust assets move in 2023?
American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust grew sharply - up 22.6% during 2023, from $2M to $3M. Reported net income was $546K.
How have American Oak Preserving Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), American Oak Preserving Co.'s sponsor-wide assets grew 42.0%, from $2M to $3M.
Which 401(k) plans are similar in size to American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Express Design Group, Inc. - 401(k) / Psp in IL ($3M, 17 participants).
Which 401(k) plans cover a similar participant headcount to American Oak Preserving Co., Inc. Employees' Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M in assets).