401(k) · DOL Form 5500 · 2024

Oaks Club Room 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
206
Participants Below avg headcount
75th
Percentile by assets National rank
$128,512
Avg per participant Near avg balance/head
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Official DOL plan name: Oaks 401(k) Plan and Trust · Sponsored by Oaks Club Room · California · Arts, Entertainment & Recreation

$26M in assets, 206 participants

Oaks Club Room's Oaks 401(k) Plan and Trust reported $26M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,483 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

Oaks 401(k) Plan and Trust covers 206 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $26M.

#2,483
in Arts, Entertainment & Recreation (2,921 peers)
+21.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Oaks 401(k) Plan and Trust's outsized position by total assets

Oaks 401(k) Plan and Trust vs every filed plan by assets

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

$26,473,505 Top 25% higher than 75% 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

Oaks 401(k) Plan and Trust 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. Oaks 401(k) Plan and Trust sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oaks 401(k) Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Oaks 401(k) Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Oaks 401(k) Plan and Trust reported participants fell from 213 in the plan year 2023 filing to 206 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941194137 · Oaks Club Room PY 2024 · 401(k)

Oaks 401(k) Plan and Trust · $26M · 206 · 75th

  • IND $26M
  • IND 206
  • IND 75th
  • IND 401(k)
  • IND near W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan
  • IND ind #2483

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Oaks 401(k) Plan and Trust in the asset neighbourhood

Oaks 401(k) Plan and Trust$26MW.D. Campbell & Son, Inc. Employee Stock Ownership and Savings PlanW.D. Campbell & Son, Inc. Em…$26MWaterford Hotel Group, LLC 401(k) Savings PlanWaterford Hotel Group, LLC 4…$26MAmalgamated Bank of Chicago Salaried Employees' Profit Sharing PlanAmalgamated Bank of Chicago …$26MGollust Management, Inc. 401(k)Gollust Management, Inc. 401…$26M
End-of-year total assets ($M) among Oaks 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN941194137
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oaks Club Room)

Sponsor-wide plan assets over time

All Oaks Club Room plans reported in each filing year

Latest sponsor-wide plan assets
$26M 47.21168929600757% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18M $26.5M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 201 $18M
2023 1 213 $22M
2024 1 206 $26M

Nearby 401(k) Plans in California

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

Oaks 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Oaks 401(k) Plan and Trust, Total assets ($B): 0.026473505 · Participants: 206Oaks 401(k) Plan and TrustGoogle 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
Oaks 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Oaks 401(k) Plan and Trust side-by-side with 3 peers →

Oaks 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan in VA ($26M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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

How did Oaks 401(k) Plan and Trust assets move in 2024? ▼
Oaks 401(k) Plan and Trust grew sharply - up 21.6% during 2024, from $22M to $26M. Reported net income was $5M.
How have Oaks Club Room plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaks Club Room's sponsor-wide assets grew 47.2%, from $18M to $26M.
Where does Oaks 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Oaks 401(k) Plan and Trust ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oaks 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is W.D. Campbell & Son, Inc. Employee Stock Ownership and Savings Plan in VA ($26M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Oaks 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairwave Holdings 401(k) Savings Plan in MO (206 participants, $584K 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 941194137.

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.