401(k) · DOL Form 5500 · 2024

Oakbridge Insurance Agency, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
421
Participants Below avg headcount
74th
Percentile by assets National rank
$59,180
Avg per participant Low balance/head
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Official DOL plan name: Oakbridge Insurance Agency, LLC Employee Savings Plan · Sponsored by Oakbridge Insurance Agency, LLC · Georgia · Finance & Insurance

$25M in assets, 421 participants

Oakbridge Insurance Agency, LLC's Oakbridge Insurance Agency, LLC Employee Savings Plan reported $25M in total assets and 421 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,173 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Oakbridge Insurance Agency, LLC Employee Savings Plan covers 421 participants in Georgia, about 38% of the average Georgia filer (state average ~1,096 per filing). Assets: $25M.

#5,173
in Finance & Insurance (8,549 peers)
+66.1%
assets growth YoY

Oakbridge Insurance Agency, LLC Employee Savings Plan's outsized position by total assets

Oakbridge Insurance Agency, LLC Employee Savings Plan vs every filed plan by assets

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

$24,914,878 Top 26% higher than 74% 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

Oakbridge Insurance Agency, LLC Employee Savings 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. Oakbridge Insurance Agency, LLC Employee Savings Plan sits mid-pack in the medium band (421 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oakbridge Insurance Agency, LLC Employee Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Oakbridge Insurance Agency, LLC Employee Savings Plan reported participants rose from 278 in the plan year 2023 filing to 421 in the plan year 2024 filing.
  • Oakbridge Insurance Agency, LLC Employee Savings Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 853995724 · Oakbridge Insurance Agency, LLC PY 2024 · 401(k)

Oakbridge Insurance Agency, LLC Employee Savings Plan · $25M · 421 · 74th

  • PCT $25M
  • PCT 421
  • PCT 74th
  • PCT 401(k)
  • PCT near Brunswick Companies Thrift Savings Plan
  • PCT ind #5173

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 Georgia →

Oakbridge Insurance Agency, LLC Employee Savings Plan in the asset neighbourhood

Oakbridge Insurance Agency, LLC Employee Savings PlanOakbridge Insurance Agency, …$25MBrunswick Companies Thrift Savings PlanBrunswick Companies Thrift S…$25MScreenvision 401(k) Savings PlanScreenvision 401(k) Savings …$25MCask Nx LLC 401(k) Plan$25MThe Habitat Company Employees' Retirement & Savings PlanThe Habitat Company Employee…$25M
End-of-year total assets ($M) among Oakbridge Insurance Agency, LLC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN853995724
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakbridge Insurance Agency, LLC)

Sponsor-wide plan assets over time

All Oakbridge Insurance Agency, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 156.04573020715193% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $9.73M $24.9M ▲ +156.0%
Year Plans Participants Total Assets
2022 1 226 $10M
2023 1 278 $15M
2024 1 421 $25M

Nearby 401(k) Plans in Georgia

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

Oakbridge Insurance Agency, LLC Employee Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Oakbridge Insurance Agency, LLC Employee Savings Plan, Total assets ($B): 0.024914878 · Participants: 421Oakbridge Insurance Agency, LLC Employee Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Oakbridge Insurance Agency, LLC Employee Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Oakbridge Insurance Agency, LLC Employee Savings Plan side-by-side with 3 peers →

Oakbridge Insurance Agency, LLC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Brunswick Companies Thrift Savings Plan in OH ($25M); by covered participants it is Ubg 401(k) - Frontier Cooperative in NE (421 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (421 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 Oakbridge Insurance Agency, LLC Employee Savings Plan assets move in 2024? ▼
Oakbridge Insurance Agency, LLC Employee Savings Plan surged - up 66.1% during 2024, from $15M to $25M. Reported net income was $6M.
How have Oakbridge Insurance Agency, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakbridge Insurance Agency, LLC's sponsor-wide assets grew 156.0%, from $10M to $25M.
Which 401(k) plans are similar in size to Oakbridge Insurance Agency, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brunswick Companies Thrift Savings Plan in OH ($25M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Oakbridge Insurance Agency, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ubg 401(k) - Frontier Cooperative in NE (421 participants, $20M 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 853995724.

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.