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
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
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.
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. 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
| 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 EIN | 350827551 |
| Plan Effective Date | 1962-11-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Taylor Automotive Group 401(k) Plan (TN) 33 · 0 off
- Rmsource, Inc. 401(k) Plan (NC) 33 · 0 off
- Cascades Technologies 401(k) Plan and Trust (VA) 33 · 0 off
- Baldwin Metals Company, Inc. 401(k) Plan (TX) 33 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.