401(k) · DOL Form 5500 · 2024
Oakwood Worldwide (US) LP 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 254
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $257,938
- Avg per participant Above avg balance/head
Official DOL plan name: Oakwood Worldwide (US) LP Retirement Plan · Sponsored by Oakwood Worldwide (US) LP · California · Real Estate
$66M in assets, 254 participants
Oakwood Worldwide (US) LP's Oakwood Worldwide (US) LP Retirement Plan reported $66M in total assets and 254 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #4,378 in Real Estate (4,605 peers)
Coverage in California
Oakwood Worldwide (US) LP Retirement Plan covers 254 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $66M.
- #4,378
- in Real Estate (4,605 peers)
- +5.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Oakwood Worldwide (US) LP Retirement Plan's outsized position by total assets
Oakwood Worldwide (US) LP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$65,516,280 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oakwood Worldwide (US) LP Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakwood Worldwide (US) LP Retirement Plan sits mid-pack in the medium band (254 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oakwood Worldwide (US) LP Retirement Plan reported net income rose from $265K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Oakwood Worldwide (US) LP Retirement Plan reported participants rose from 47 in the plan year 2023 filing to 254 in the plan year 2024 filing.
- Oakwood Worldwide (US) LP Retirement Plan end-of-year assets rose from $47M in the plan year 2023 filing to $66M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 952221188 · Oakwood Worldwide (US) LP PY 2024 · 401(k)
Oakwood Worldwide (US) LP Retirement Plan · $66M · 254 · 87th
- BOOK $66M
- VS-ST 254
- BOY 87th
- SCH 401(k)
- EBSA near Connor Co. Employees' Savings and Profit Sharing 401(k) Plan & Trust
- PART ind #4378
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 →
Oakwood Worldwide (US) LP Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $3M |
| Employer EIN | 952221188 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakwood Worldwide (US) LP)
Sponsor-wide plan assets over time
All Oakwood Worldwide (US) LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 113.5244465362113% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $50M |
| 2023 | 1 | 47 | $47M |
| 2024 | 2 | 271 | $107M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Oakwood Worldwide (US) LP Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Connor Co. Employees' Savings and Profit Sharing 401(k) Plan & Trust in IL ($66M); by covered participants it is The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
Similar participant headcount
Nearest other-state filings by covered participants (254 participants); asset peers above are excluded.
- The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan (NY) 254 · 0 off
- Swiss-American Cdmo 401(k) Savings Plan (TX) 254 · 0 off
- Casa Systems, Inc. 401(k) Plan (MA) 254 · 0 off
- Pernix Group 401(k) Retirement Plan (IL) 254 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.