401(k) · DOL Form 5500 · 2024

South Oak Title Hr LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
123
Participants Small participant base
42nd
Percentile by assets National rank
$40,952
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: South Oak Title Hr 401(k) Plan · Sponsored by South Oak Title Hr LLC · Alabama · Real Estate

$5M in assets, 123 participants

South Oak Title Hr LLC's South Oak Title Hr 401(k) Plan reported $5M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,849 in Real Estate (4,605 peers)

Coverage in Alabama

South Oak Title Hr 401(k) Plan covers 123 participants in Alabama, about 34% of the average Alabama filer (state average ~360 per filing). Assets: $5M.

#2,849
in Real Estate (4,605 peers)
$773K
reported net income

South Oak Title Hr 401(k) Plan's mid-pack asset rank among Real Estate and all filers

South Oak Title Hr 401(k) Plan vs every filed plan by assets

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

$5,037,153 42nd percentile higher than 42% 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

South Oak Title Hr 401(k) 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. South Oak Title Hr 401(k) Plan sits mid-pack in the medium band (123 participants).

DOL schedule card

Filing strip 933084241 · South Oak Title Hr LLC PY 2024 · 401(k)

South Oak Title Hr 401(k) Plan · $5M · 123 · 42nd

  • SCH $5M
  • EBSA 123
  • PART 42nd
  • TYPE 401(k)
  • NET near Go Carwash Corp 401(k) Plan and Trust
  • BOOK ind #2849

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 Alabama →

South Oak Title Hr 401(k) Plan in the asset neighbourhood

South Oak Title Hr 401(k) PlanSouth Oak Title Hr 401(k) Pl…$5MGo Carwash Corp 401(k) Plan and TrustGo Carwash Corp 401(k) Plan …$5MTek Precision Co., Ltd. Savings & Protection PlanTek Precision Co., Ltd. Savi…$5MAggietech Investments Inc 401(k) PlanAggietech Investments Inc 40…$5MBmg 401(k) Plan$5M
End-of-year total assets ($M) among South Oak Title Hr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$5M
Net Income$773K
Employer EIN933084241
Plan Effective Date2024-01-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

South Oak Title Hr 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants South Oak Title Hr 401(k) Plan, Total assets ($B): 0.005037153 · Participants: 123South Oak Title Hr 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
South Oak Title Hr 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare South Oak Title Hr 401(k) Plan side-by-side with 3 peers →

South Oak Title Hr 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Go Carwash Corp 401(k) Plan and Trust in CO ($5M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); 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

Which 401(k) plans are similar in size to South Oak Title Hr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Go Carwash Corp 401(k) Plan and Trust in CO ($5M, 821 participants).
Which 401(k) plans cover a similar participant headcount to South Oak Title Hr 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 933084241.

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.