Profit Sharing · DOL Form 5500 · 2024

Oats, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
579
Participants Below avg headcount
32nd
Percentile by assets National rank
$4,264
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Oats, Inc. · Sponsored by Oats, Inc. · Missouri · Other Services

$2M in assets, 579 participants

Oats, Inc.'s Tax Deferred Annuity Plan of Oats, Inc. reported $2M in total assets and 579 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,316 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Tax Deferred Annuity Plan of Oats, Inc. ranks #4,316 of 7,719 2024 filers by assets (813% of the sector average)-$2M for 579 participants.

#4,316
in Other Services (7,719 peers)
-0.4%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Plan of Oats, Inc. among the smaller filed plans by assets

Tax Deferred Annuity Plan of Oats, Inc. vs every filed plan by assets

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

$2,468,606 32nd percentile higher than 32% 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

Tax Deferred Annuity Plan of Oats, Inc. 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. Tax Deferred Annuity Plan of Oats, Inc. sits mid-pack in the medium band (579 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax Deferred Annuity Plan of Oats, Inc. reported net income rose from -$98K in the plan year 2023 filing to -$10K in the plan year 2024 filing.
  • Tax Deferred Annuity Plan of Oats, Inc. reported participants rose from 560 in the plan year 2023 filing to 579 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431016961 · Oats, Inc. PY 2024 · Profit Sharing

Tax Deferred Annuity Plan of Oats, Inc. · $2M · 579 · 32nd

  • EOY $2M
  • EOY 579
  • EOY 32nd
  • EOY Profit Sharing
  • EOY near Grd Retirement Plan
  • EOY ind #4316

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 Other Services retirement plans → · Plans in Missouri →

Tax Deferred Annuity Plan of Oats, Inc. in the asset neighbourhood

Tax Deferred Annuity Plan of Oats, Inc.Tax Deferred Annuity Plan of…$2MGrd Retirement Plan$2MTdhold Inc. Retirement Plan$2MDamascus Veterinary Hospital,Inc.Profit Sharing PlanDamascus Veterinary Hospital…$2MMayaguez Orthopedics, P. S. C. Retirement PlanMayaguez Orthopedics, P. S. …$2M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Oats, Inc. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$10K
Employer EIN431016961
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oats, Inc.)

Sponsor-wide plan assets over time

All Oats, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.175605946330551% vs 2022
2024 filing year
$2.45M$2.5M$2.55M$2.6M 202220232024 $2.58M $2.47M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 736 $3M
2023 1 560 $2M
2024 1 579 $2M

Nearby Profit Sharing Plans in Missouri

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

Tax Deferred Annuity Plan of Oats, Inc. vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Tax Deferred Annuity Plan of Oats, Inc., Total assets ($B): 0.002468606 · Participants: 579Tax Deferred Annuity Plan of Oats, Inc.Boilermakers National Annuity Trust, Total assets ($B): 1.333963448 · Participants: 18034Boilermakers National Annuity TrustPlumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.458784892 · Participants: 4032Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.447176053 · Participants: 3456I. B. E. W. Local Union No. 124 Annuity PlanAnnuity Fund of Operating Engineers Local 513, Total assets ($B): 0.323168728 · Participants: 9100Annuity Fund of Operating Engineers Local 513Pipe Fitters Local No 533 Individual Account Plan, Total assets ($B): 0.301782843 · Participants: 1427Pipe Fitters Local No 533 Individual Account Plan
Tax Deferred Annuity Plan of Oats, Inc. vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare Tax Deferred Annuity Plan of Oats, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan of Oats, Inc.'s out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Grd Retirement Plan in PR ($2M); by covered participants it is Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky 403b Thrift Plan in WA (579 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

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 Tax Deferred Annuity Plan of Oats, Inc. assets move in 2024? ▼
Tax Deferred Annuity Plan of Oats, Inc. held essentially flat - down 0.4% during 2024, from $2M to $2M. Reported net income was -$10K.
How have Oats, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oats, Inc.'s sponsor-wide assets declined 4.2%, from $3M to $2M.
Which Profit Sharing plans are similar in size to Tax Deferred Annuity Plan of Oats, Inc.? ▼
Among Profit Sharing plans in other states, the closest by assets is Grd Retirement Plan in PR ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Tax Deferred Annuity Plan of Oats, Inc.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky 403b Thrift Plan in WA (579 participants, $35M 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 431016961.

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.