OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OAK ENGINEERING, INC.

This Defined Benefit (Pension) plan holds N/A in total assets and serves 3 participants as of 2024. It is sponsored by OAK ENGINEERING, INC. in Illinois.

Total Assets (2023)

N/A

Participants

State

Illinois

Industry

Wholesale Trade

What the Filing Says About OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST

OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST is a Defined Benefit (Pension) retirement plan sponsored by OAK ENGINEERING, INC., headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 3 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 362659805, and the plan has been effective since 2013-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	N/A
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Plan Type	Defined Benefit (Pension)
Employer EIN	362659805
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (OAK ENGINEERING, INC.)

Year	Plans	Participants	Total Assets
2022	2	6	N/A
2023	2	6	N/A
2024	2	6	N/A

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES $35.2B · 45,001
JOHN DEERE PENSION PLAN FOR SALARIED EMPLOYEES $8.0B · 16,346
ABBOTT LABORATORIES ANNUITY RETIREMENT PLAN $7.8B · 17,382
EXELON CORPORATION RETIREMENT PROGRAM $6.4B · 9,116
ABBVIE PENSION PLAN $4.4B · 14,619

Compare OAK ENGINEERING, INC. DEFINED BENEFIT PL… side-by-side with 3 peers →

Related Data

Guides

Related Data on Other Portals

Pension Fund Data

Public pension plan financial data — funding ratios, investment returns, and benefit structures. PlainPension.

Medicare Plan Data

Medicare Advantage and Part D plan costs, coverage, and star ratings for retirees. PlainMedicare.

Salary Data

BLS salary data for 831 occupations in Illinois. WageDex.

Cost of Living Data

BEA Regional Price Parities for 387 metros — compare purchasing power for retirement planning. PlainCost.

Frequently Asked Questions

How much money is in the OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST? ▼

As of the 2024 Form 5500 filing, OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST holds N/A in total assets with 3 participants. It is sponsored by OAK ENGINEERING, INC..

What type of plan is OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST? ▼

OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST is a Defined Benefit (Pension) plan. It has been effective since 2013-01-01. The plan is filed with the U.S. Department of Labor under EIN 362659805.

Who sponsors the OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST? ▼

OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST is sponsored by OAK ENGINEERING, INC., located in Illinois. The sponsor's EIN is 362659805 and the plan operates in the Wholesale Trade industry.

How did OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST perform in 2024? ▼

OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST held N/A in total assets at the end of 2024.

Where can I find official filings for OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST? ▼

Official Form 5500 filings for OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362659805 or plan name at efast.dol.gov.

How does OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST compare to other plans? ▼

You can compare OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.