401(k) · DOL Form 5500 · 2024

Oakworks, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
96
Participants Small participant base
49th
Percentile by assets National rank
$74,833
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oakworks, Inc. 401(k) Profit Sharing Plan · Sponsored by Oakworks, Inc. · Pennsylvania · Manufacturing

$7M in assets, 96 participants

Oakworks, Inc.'s Oakworks, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,853 in Manufacturing (17,777 peers)

Oakworks, Inc. multi-year trail

Oakworks, Inc.'s plans moved +45.6% in assets from 2022 to 2024; this filing shows Oakworks, Inc. 401(k) Profit Sharing Plan at $7M / 96 participants.

#5,853
in Manufacturing (17,777 peers)
+18.7%
assets growth YoY

Oakworks, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Oakworks, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,184,001 49th percentile higher than 49% 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

Oakworks, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakworks, Inc. 401(k) Profit Sharing Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oakworks, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Oakworks, Inc. 401(k) Profit Sharing Plan reported participants rose from 91 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521462439 · Oakworks, Inc. PY 2024 · 401(k)

Oakworks, Inc. 401(k) Profit Sharing Plan · $7M · 96 · 49th

  • PHOTO $7M
  • IND 96
  • EOY 49th
  • 5500 401(k)
  • ASSETS near Portionpac Chemical Corporation 401(k) Profit Sharing Plan
  • PCT ind #5853

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Oakworks, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Oakworks, Inc. 401(k) Profit Sharing PlanOakworks, Inc. 401(k) Profit…$7MPortionpac Chemical Corporation 401(k) Profit Sharing PlanPortionpac Chemical Corporat…$7MUrsillo, Teitz & Ritch 401(k) Profit Sharing PlanUrsillo, Teitz & Ritch 401(k…$7MThe Little Potato Company USA, Inc. 401(k) PlanThe Little Potato Company US…$7MMarcus Food Co. 401(k) Profit Sharing PlanMarcus Food Co. 401(k) Profi…$7M
End-of-year total assets ($M) among Oakworks, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oakworks, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oakworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.630566684052866% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.93M $7.18M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 86 $5M
2023 1 91 $6M
2024 1 96 $7M

Oakworks, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN521462439
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Oakworks, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Oakworks, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007184001 · Participants: 96Oakworks, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Oakworks, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Oakworks, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oakworks, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Portionpac Chemical Corporation 401(k) Profit Sharing Plan in IL ($7M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Oakworks, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Oakworks, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.7% during 2024, from $6M to $7M. Reported net income was $1M.
How have Oakworks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakworks, Inc.'s sponsor-wide assets grew 45.6%, from $5M to $7M.
Which 401(k) plans are similar in size to Oakworks, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Portionpac Chemical Corporation 401(k) Profit Sharing Plan in IL ($7M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Oakworks, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berberian Entities 401(k) Retirement Plan in CA (96 participants, $5M 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 521462439.

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.