401(k) · DOL Form 5500 · 2024

Royal Oak Enterprises 401(k) Plan

Data updated 2026-08-11

$29M
Total assets
747
Participants
77th
Percentile by assets
$38,819
Avg per participant
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Official DOL plan name: Royal Oak Enterprises 401(k) Retirement Plan · Sponsored by Royal Oak Enterprises · Georgia · Manufacturing

$29M in assets, 747 participants

Royal Oak Enterprises's Royal Oak Enterprises 401(k) Retirement Plan reported $29M in total assets and 747 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 123,622 plans)
  • #12,109 in Manufacturing (17,777 peers)

Where Royal Oak Enterprises 401(k) Retirement Plan sits by assets

Royal Oak Enterprises 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 747 participants (~$38,819/participant), up 12.2% in 2024.

$29M
total plan assets (2024 EOY)
747
covered participants
77th
percentile by assets (of 123,622 plans)
$38,819
avg assets per participant

Where Royal Oak Enterprises 401(k) Retirement Plan sits by total assets

Royal Oak Enterprises 401(k) Retirement Plan vs every filed plan by assets

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

$28,998,142 Top 23% higher than 77% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Royal Oak Enterprises 401(k) Retirement Plan reported net income rose from $913K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Royal Oak Enterprises 401(k) Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Royal Oak Enterprises 401(k) Retirement Plan reported participants fell from 812 in the plan year 2023 filing to 747 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Royal Oak Enterprises 401(k) Retirement Plan vs the 2024 asset distribution

By assets, Royal Oak Enterprises 401(k) Retirement Plan outranks 77% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN582496832
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Oak Enterprises)

$24M$26M$28M$30M 202220232024 $24.9M $29M ▲ +16.5%
Total plan assets by year, all Royal Oak Enterprises plans on file
Year Plans Participants Total Assets
2022 1 493 $25M
2023 1 812 $26M
2024 1 747 $29M

Nearby 401(k) Plans in Georgia

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

Royal Oak Enterprises 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Royal Oak Enterprise…, Total assets ($B): 0.028998142 · Participants: 747Royal Oak Enterprise…The Teamster - UPS N…, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS N…Delta 401(k) Retirem…, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirem…Delta 401(k) Retirem…, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirem…UPS 401(k) Savings P…, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings P…The Home Depot Futur…, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futur…
Royal Oak Enterprises 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Royal Oak Enterprises 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Royal Oak Enterprises 401(k) Retirement Plan assets move in 2024?
Royal Oak Enterprises 401(k) Retirement Plan grew at a solid clip - up 12.2% during 2024, from $26M to $29M. Reported net income was $3M.
How have Royal Oak Enterprises plan assets changed over time?
Across 3 plan years on file (2022-2024), Royal Oak Enterprises's sponsor-wide assets grew 16.4%, from $25M to $29M.
Where does Royal Oak Enterprises 401(k) Retirement Plan rank by assets among Form 5500 filers?
Royal Oak Enterprises 401(k) Retirement Plan ranks in the 77th 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 Royal Oak Enterprises 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Whitsons Food Service Corp. 401(k) Plan in NY ($29M, 1,570 participants).

Next read for Royal Oak Enterprises 401(k) Retirement …

Scale reading

Ways to act on Royal Oak Enterprises 401(k) Retirement Plan's numbers.

  • By total assets, Royal Oak Enterprises 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
  • Royal Oak Enterprises's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Manufacturing plans