401(k) · DOL Form 5500 · 2024
Rock Oak Services Group, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 259
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $17,048
- Avg per participant Low balance/head
Official DOL plan name: Rock Oak Services Group, LLC 401(k) Profit Sharing Plan · Sponsored by Rock Oak Services Group, LLC · South Carolina · Healthcare & Social Assistance
$4M in assets, 259 participants
Rock Oak Services Group, LLC's Rock Oak Services Group, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,125 in Healthcare & Social Assistance (16,916 peers)
Rock Oak Services Group, LLC multi-year trail
Rock Oak Services Group, LLC's plans moved +64.6% in assets from 2022 to 2024; this filing shows Rock Oak Services Group, LLC 401(k) Profit Sharing Plan at $4M / 259 participants.
- #7,125
- in Healthcare & Social Assistance (16,916 peers)
- +20.0%
- assets growth YoY
Rock Oak Services Group, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Rock Oak Services Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,415,543 40th percentile higher than 40% 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
Rock Oak Services Group, LLC 401(k) Profit Sharing 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. Rock Oak Services Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (259 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rock Oak Services Group, LLC 401(k) Profit Sharing Plan reported net income fell from $998K in the plan year 2023 filing to $735K in the plan year 2024 filing.
- Rock Oak Services Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Rock Oak Services Group, LLC 401(k) Profit Sharing Plan reported participants fell from 284 in the plan year 2023 filing to 259 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 824991820 · Rock Oak Services Group, LLC PY 2024 · 401(k)
Rock Oak Services Group, LLC 401(k) Profit Sharing Plan · $4M · 259 · 40th
- ASSETS $4M
- ASSETS 259
- ASSETS 40th
- ASSETS 401(k)
- ASSETS near Busco, Inc. 401(k) Plan and Trust
- ASSETS ind #7125
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 Healthcare & Social Assistance retirement plans → · Plans in South Carolina →
Rock Oak Services Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Rock Oak Services Group, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Rock Oak Services Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 64.58428847574554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $3M |
| 2023 | 1 | 284 | $4M |
| 2024 | 1 | 259 | $4M |
Rock Oak Services Group, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $735K |
| Employer EIN | 824991820 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Rock Oak Services Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Busco, Inc. 401(k) Plan and Trust in NE ($4M); by covered participants it is The Tustin Group 401(k) Retirement in PA (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.
- The Tustin Group 401(k) Retirement (PA) 259 · 0 off
- L.E. Bell Construction Company Inc., 401(k) Plan (AL) 259 · 0 off
- Kaizen Clinical Partners Retirement Plan (TX) 259 · 0 off
- Tides Advocacy 401(k) Plan (CA) 259 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.