401(k) · DOL Form 5500 · 2024

Athletics Investment Group LLC Dba Oakland Athletics Baseball Company 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,390
Participants Near avg headcount
81st
Percentile by assets National rank
$28,859
Avg per participant Low balance/head
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Official DOL plan name: Athletics Investment Group 401(k) Plan · Sponsored by Athletics Investment Group LLC Dba Oakland Athletics Baseball Company · California · Arts, Entertainment & Recreation

$40M in assets, 1,390 participants

Athletics Investment Group LLC Dba Oakland Athletics Baseball Company's Athletics Investment Group 401(k) Plan reported $40M in total assets and 1,390 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,599 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

Athletics Investment Group 401(k) Plan covers 1,390 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $40M.

#2,599
in Arts, Entertainment & Recreation (2,921 peers)
+13.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Athletics Investment Group 401(k) Plan's outsized position by total assets

Athletics Investment Group 401(k) Plan vs every filed plan by assets

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

$40,114,342 Top 19% higher than 81% 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

Athletics Investment Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Athletics Investment Group 401(k) Plan lands in the large band (1,390 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Athletics Investment Group 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Athletics Investment Group 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Athletics Investment Group 401(k) Plan reported participants fell from 1,481 in the plan year 2023 filing to 1,390 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943232189 · Athletics Investment Group LLC Dba Oakland Athletics Baseball Company PY 2024 · 401(k)

Athletics Investment Group 401(k) Plan · $40M · 1,390 · 81st

  • RANK $40M
  • PHOTO 1,390
  • IND 81st
  • EOY 401(k)
  • 5500 near Nth Degree 401(k) Plan
  • ASSETS ind #2599

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Athletics Investment Group 401(k) Plan in the asset neighbourhood

Forward Solutions 401(k) Plan$40MMjh Healthcare Holdings, LLC 401(k) PlanMjh Healthcare Holdings, LLC…$40MAthletics Investment Group 401(k) PlanAthletics Investment Group 4…$40MNth Degree 401(k) Plan$40MMcc, Inc. 401(k) Profit Sharing PlanMcc, Inc. 401(k) Profit Shar…$40M
End-of-year total assets ($M) among Athletics Investment Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN943232189
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Athletics Investment Group LLC Dba Oakland Athletics Baseball Company)

Sponsor-wide plan assets over time

All Athletics Investment Group LLC Dba Oakland Athletics Baseball Company plans reported in each filing year

Latest sponsor-wide plan assets
$109M 21.708901937714288% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89.8M $109M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 1,468 $90M
2023 2 1,616 $103M
2024 2 1,514 $109M

Nearby 401(k) Plans in California

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

Athletics Investment Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Athletics Investment Group 401(k) Plan, Total assets ($B): 0.040114342 · Participants: 1390Athletics Investment Group 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Athletics Investment Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Athletics Investment Group 401(k) Plan side-by-side with 3 peers →

Athletics Investment Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nth Degree 401(k) Plan in GA ($40M); by covered participants it is Boeing Distribution Services Inc. Retirement Plan in FL (1,390 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,390 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 Athletics Investment Group 401(k) Plan assets move in 2024? ▼
Athletics Investment Group 401(k) Plan grew at a solid clip - up 13.4% during 2024, from $35M to $40M. Reported net income was $5M.
How have Athletics Investment Group LLC Dba Oakland Athletics Baseball Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Athletics Investment Group LLC Dba Oakland Athletics Baseball Company's sponsor-wide assets grew 21.7%, from $90M to $109M.
Where does Athletics Investment Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Athletics Investment Group 401(k) Plan ranks in the 81st 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 Athletics Investment Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nth Degree 401(k) Plan in GA ($40M, 383 participants).
Which 401(k) plans cover a similar participant headcount to Athletics Investment Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boeing Distribution Services Inc. Retirement Plan in FL (1,390 participants, N/A 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 943232189.

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.