401(k) · DOL Form 5500 · 2024

Five Oaks Management Company 401(k) Plan

Data updated 2026-08-25

$700K
Total assets Small plan by assets
9
Participants Small participant base
20th
Percentile by assets National rank
$77,728
Avg per participant Below avg balance/head
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Official DOL plan name: Five Oaks Management Company Retirement Plan · Sponsored by Five Oaks Management Company · North Carolina · Food Services & Accommodation

$700K in assets, 9 participants

Five Oaks Management Company's Five Oaks Management Company Retirement Plan reported $700K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,924 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Five Oaks Management Company Retirement Plan ranks #1,924 of 3,672 2024 filers by assets (2797% of the sector average)-$700K for 9 participants.

#1,924
in Food Services & Accommodation (3,672 peers)
+46.4%
assets growth YoY

Five Oaks Management Company Retirement Plan among the smaller filed plans by assets

Five Oaks Management Company Retirement Plan vs every filed plan by assets

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

$699,548 20th percentile higher than 20% 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

Five Oaks Management Company Retirement 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. Five Oaks Management Company Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Five Oaks Management Company Retirement Plan reported participants fell from 27 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Five Oaks Management Company Retirement Plan reported net income fell from $478K in the plan year 2023 filing to $222K in the plan year 2024 filing.
  • Five Oaks Management Company Retirement Plan end-of-year assets rose from $478K in the plan year 2023 filing to $700K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 922324832 · Five Oaks Management Company PY 2024 · 401(k)

Five Oaks Management Company Retirement Plan · $700K · 9 · 20th

  • VS-ST $700K
  • BOY 9
  • SCH 20th
  • EBSA 401(k)
  • PART near Cornerstone Benefits LLC 401(k) Plan
  • TYPE ind #1924

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Five Oaks Management Company Retirement Plan in the asset neighbourhood

Five Oaks Management Company Retirement PlanFive Oaks Management Company…$700KCornerstone Benefits LLC 401(k) PlanCornerstone Benefits LLC 401…$700KTidewater Endocrinology LLC 401(k) Profit Sharing Plan & TrustTidewater Endocrinology LLC …$700KRpkc, Inc. 401(k) Plan$699KHeritage Capital Associates 401(k) TrustHeritage Capital Associates …$699K
End-of-year total assets ($M) among Five Oaks Management Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$478K
Net Assets (End of Year)$700K
Net Income$222K
Employer EIN922324832
Plan Effective Date2023-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Five Oaks Management Company)

Sponsor-wide plan assets over time

All Five Oaks Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$700K 46.39642561918614% vs 2023
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 20232024 $0.48M $0.7M ▲ +45.8%
Year Plans Participants Total Assets
2023 1 27 $478K
2024 1 9 $700K

Nearby 401(k) Plans in North Carolina

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

Five Oaks Management Company Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Five Oaks Management Company Retirement Plan, Total assets ($B): 0.000699548 · Participants: 9Five Oaks Management Company Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Five Oaks Management Company Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Five Oaks Management Company Retirement Plan side-by-side with 3 peers →

Five Oaks Management Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cornerstone Benefits LLC 401(k) Plan in MI ($700K); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($700K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Five Oaks Management Company Retirement Plan assets move in 2024? ▼
Five Oaks Management Company Retirement Plan surged - up 46.4% during 2024, from $478K to $700K. Reported net income was $222K.
How have Five Oaks Management Company plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Five Oaks Management Company's sponsor-wide assets grew 46.4%, from $478K to $700K.
Where does Five Oaks Management Company Retirement Plan rank by assets among Form 5500 filers? ▼
Five Oaks Management Company Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Five Oaks Management Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cornerstone Benefits LLC 401(k) Plan in MI ($700K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Five Oaks Management Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 922324832.

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.