401(k) · DOL Form 5500 · 2024

1oak Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$374K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$373,970
Avg per participant High balance/head
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Official DOL plan name: 1oak Investments, Inc. 401(k) Plan · Sponsored by 1oak Investments, Inc. · California · Other Services

$374K in assets, 1 participants

1oak Investments, Inc.'s 1oak Investments, Inc. 401(k) Plan reported $374K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,542 in Other Services (7,719 peers)

1oak Investments, Inc. multi-year trail

1oak Investments, Inc.'s plans moved +459.7% in assets from 2022 to 2024; this filing shows 1oak Investments, Inc. 401(k) Plan at $374K / 1 participant.

#2,542
in Other Services (7,719 peers)
$374K
reported net income

1oak Investments, Inc. 401(k) Plan among the smaller filed plans by assets

1oak Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$373,970 15th percentile higher than 15% 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

1oak Investments, 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. 1oak Investments, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 1oak Investments, Inc. 401(k) Plan reported net income rose from -$67K in the plan year 2023 filing to $374K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 844806983 · 1oak Investments, Inc. PY 2024 · 401(k)

1oak Investments, Inc. 401(k) Plan · $374K · 1 · 15th

  • 5500 $374K
  • ASSETS 1
  • PCT 15th
  • EIN 401(k)
  • RANK near Mashpi 401(k)
  • PHOTO ind #2542

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 Other Services retirement plans → · Plans in California →

1oak Investments, Inc. 401(k) Plan in the asset neighbourhood

1oak Investments, Inc. 401(k) Plan1oak Investments, Inc. 401(k…$374KMashpi 401(k)$374KNewport Academy, Inc. 401(k) PspNewport Academy, Inc. 401(k)…$374KTheatrical Protective Union 401(k) Profit SharingTheatrical Protective Union …$374KNew England Medical Group Inc 401(k) PlanNew England Medical Group In…$374K
End-of-year total assets ($M) among 1oak Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

1oak Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All 1oak Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$374K 459.7431560671147% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.07M $0.37M ▲ +428.6%
Year Plans Participants Total Assets
2022 1 1 $67K
2023 1 1 N/A
2024 1 1 $374K

1oak Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$374K
Net Income$374K
Employer EIN844806983
Plan Effective Date2020-02-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

1oak Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 1oak Investments, Inc. 401(k) Plan, Total assets ($B): 0.00037397 · Participants: 11oak Investments, 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
1oak Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare 1oak Investments, Inc. 401(k) Plan side-by-side with 3 peers →

1oak Investments, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mashpi 401(k) in GA ($374K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($374K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 have 1oak Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 1oak Investments, Inc.'s sponsor-wide assets grew 459.7%, from $67K to $374K.
Where does 1oak Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
1oak Investments, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to 1oak Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mashpi 401(k) in GA ($374K, 2 participants).
Which 401(k) plans cover a similar participant headcount to 1oak Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 844806983.

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.