401(k) · DOL Form 5500 · 2024
Oakbrook Corporation 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 265
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $51,722
- Avg per participant Low balance/head
Official DOL plan name: Oakbrook Corporation Salary Deferral Profit Sharing Plan · Sponsored by Oakbrook Corporation · Wisconsin · Real Estate
$14M in assets, 265 participants
Oakbrook Corporation's Oakbrook Corporation Salary Deferral Profit Sharing Plan reported $14M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,629 in Real Estate (4,605 peers)
Coverage in Wisconsin
Oakbrook Corporation Salary Deferral Profit Sharing Plan covers 265 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.
- #3,629
- in Real Estate (4,605 peers)
- +19.3%
- assets growth YoY
Oakbrook Corporation Salary Deferral Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Oakbrook Corporation Salary Deferral Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,706,313 Top 37% higher than 63% 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
Oakbrook Corporation Salary Deferral 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. Oakbrook Corporation Salary Deferral Profit Sharing Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oakbrook Corporation Salary Deferral Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Oakbrook Corporation Salary Deferral Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Oakbrook Corporation Salary Deferral Profit Sharing Plan reported participants rose from 255 in the plan year 2023 filing to 265 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391591030 · Oakbrook Corporation PY 2024 · 401(k)
Oakbrook Corporation Salary Deferral Profit Sharing Plan · $14M · 265 · 63rd
- EIN $14M
- RANK 265
- PHOTO 63rd
- IND 401(k)
- EOY near Libertas Copper, LLC Retirement Savings Plan
- 5500 ind #3629
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 Wisconsin →
Oakbrook Corporation Salary Deferral Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 391591030 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakbrook Corporation)
Sponsor-wide plan assets over time
All Oakbrook Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 41.94329667739519% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 261 | $10M |
| 2023 | 1 | 255 | $11M |
| 2024 | 1 | 265 | $14M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Oakbrook Corporation Salary Deferral Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Libertas Copper, LLC Retirement Savings Plan in PA ($14M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Libertas Copper, LLC Retirement Savings Plan (PA) $14M · 134
- Aperture Group, LLC Retirement Savings Plan (CA) $14M · 17
- Zetlin & De Chiara LLP 401(k) Savings Plan (NY) $14M · 36
- Alexander Wang LLC, 401(k) Plan (NY) $14M · 213
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Territorial Savings Bank 401(k) Plan (HI) 265 · 0 off
- Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan (MO) 265 · 0 off
- Helm Group, Inc. 401(k) Plan (IL) 265 · 0 off
- Acclaim Professional Healthcar 401(k) Profit Sharing Plan & Trust (CA) 265 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.