Profit Sharing · DOL Form 5500 · 2024

Oak Associates Ltd. Profit Sharing Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
10
Participants Small participant base
83rd
Percentile by assets National rank
$4.4M
Avg per participant High balance/head
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Official DOL plan name: Oak Associates Profit Sharing Plan · Sponsored by Oak Associates Ltd. · Ohio · Finance & Insurance

$44M in assets, 10 participants

Oak Associates Ltd.'s Oak Associates Profit Sharing Plan reported $44M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,248 in Finance & Insurance (8,549 peers)

Where Oak Associates Profit Sharing Plan sits by assets

Oak Associates Profit Sharing Plan sits in the top quartile of all filed plans by assets, $44M for 10 participants (~$4.4M/participant), up 19.4% in 2024.

#6,248
in Finance & Insurance (8,549 peers)
+19.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oak Associates Profit Sharing Plan's outsized position by total assets

Oak Associates Profit Sharing Plan vs every filed plan by assets

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

$43,915,374 Top 17% higher than 83% 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

Oak Associates Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Associates Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oak Associates Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Oak Associates Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341818085 · Oak Associates Ltd. PY 2024 · Profit Sharing

Oak Associates Profit Sharing Plan · $44M · 10 · 83rd

  • SCH $44M
  • SCH 10
  • SCH 83rd
  • SCH Profit Sharing
  • SCH near Intermec Fssp Spinoff Plan
  • SCH ind #6248

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 Finance & Insurance retirement plans → · Plans in Ohio →

Oak Associates Profit Sharing Plan in the asset neighbourhood

Intermec Fssp Spinoff Plan$44MOak Associates Profit Sharing PlanOak Associates Profit Sharin…$44MDoane University Defined Contribution Retirement PlanDoane University Defined Con…$44MStanford Health Care Tri-Valley Defined Contribution Retirement PlanStanford Health Care Tri-Val…$44MMinnesota Ceramic Tile and Allied Trades Retirement FundMinnesota Ceramic Tile and A…$43M
End-of-year total assets ($M) among Oak Associates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$44M
Net Income$7M
Employer EIN341818085
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Associates Ltd.)

Sponsor-wide plan assets over time

All Oak Associates Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 56.17303191560675% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $28.1M $43.9M ▲ +56.2%
Year Plans Participants Total Assets
2022 1 13 $28M
2023 1 10 $37M
2024 1 10 $44M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Oak Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Oak Associates Profit Sharing Plan, Total assets ($B): 0.043915374 · Participants: 10Oak Associates Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Oak Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Oak Associates Profit Sharing Plan side-by-side with 3 peers →

Oak Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Intermec Fssp Spinoff Plan in NC ($44M); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Oak Associates Profit Sharing Plan assets move in 2024? ▼
Oak Associates Profit Sharing Plan grew sharply - up 19.4% during 2024, from $37M to $44M. Reported net income was $7M.
How have Oak Associates Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Associates Ltd.'s sponsor-wide assets grew 56.2%, from $28M to $44M.
Where does Oak Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oak Associates Profit Sharing Plan ranks in the 83rd 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 Profit Sharing plans are similar in size to Oak Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Intermec Fssp Spinoff Plan in NC ($44M, 46 participants).
Which Profit Sharing plans cover a similar participant headcount to Oak Associates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ts Cafe Incorporated Retirement Plan in PA (10 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 341818085.

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.