Money Purchase · DOL Form 5500 · 2023

Oasis Labor Association Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
59
Participants Small participant base
42nd
Percentile by assets National rank
$76,350
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oasis Retirement Plan · Sponsored by Oasis Labor Association · Texas · Finance & Insurance

$5M in assets, 59 participants

Oasis Labor Association's Oasis Retirement Plan reported $5M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,636 in Finance & Insurance (8,869 peers)

Oasis Labor Association multi-year trail

Oasis Labor Association's plans moved +448.9% in assets from 2022 to 2024; this filing shows Oasis Retirement Plan at $5M / 59 participants.

#2,636
in Finance & Insurance (8,869 peers)
+129.1%
assets growth YoY

Oasis Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Oasis Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,504,672 42nd percentile higher than 42% of 127,068 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 2023

Oasis Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oasis Retirement Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oasis Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Oasis Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oasis Retirement Plan reported participants rose from 33 in the plan year 2022 filing to 59 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821376607 · Oasis Labor Association PY 2023 · Money Purchase

Oasis Retirement Plan · $5M · 59 · 42nd

  • TYPE $5M
  • NET 59
  • BOOK 42nd
  • VS-ST Money Purchase
  • BOY near Heat & Frost Insulators Local No. 67 Annuity Plan
  • SCH ind #2636

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 Texas →

Oasis Retirement Plan in the asset neighbourhood

Spanish Springs Construction Inc Davis-Bacon Pension Plan & TrustSpanish Springs Construction…$5MOasis Retirement Plan$5MHeat & Frost Insulators Local No. 67 Annuity PlanHeat & Frost Insulators Loca…$4MMark B. Kislinger, M.D., Inc. Money Purchase Pension PlanMark B. Kislinger, M.D., Inc…$4MDuenas Trailers Rental Inc. Retirement PlanDuenas Trailers Rental Inc. …$4M
End-of-year total assets ($M) among Oasis Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Oasis Labor Association multi-year asset trail

Sponsor-wide plan assets over time

All Oasis Labor Association plans reported in each filing year

Latest sponsor-wide plan assets
$11M 448.9476591532647% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $1.97M $10.8M ▲ +447.7%
Year Plans Participants Total Assets
2022 1 33 $2M
2023 1 59 $5M
2024 1 112 $11M

Oasis Labor Association filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$5M
Net Income$3M
Employer EIN821376607
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Oasis Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Oasis Retirement Plan, Total assets ($B): 0.004504672 · Participants: 59Oasis Retirement PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Oasis Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants

Oasis Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Heat & Frost Insulators Local No. 67 Annuity Plan in TN ($4M); by covered participants it is Ramsey Clinic & Ramsey Foundation Employees Pension Plan in MN (59 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oasis Retirement Plan assets move in 2023?
Oasis Retirement Plan surged - up 129.1% during 2023, from $2M to $5M. Reported net income was $3M.
How have Oasis Labor Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Oasis Labor Association's sponsor-wide assets grew 448.9%, from $2M to $11M.
Which Money Purchase plans are similar in size to Oasis Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Heat & Frost Insulators Local No. 67 Annuity Plan in TN ($4M, 34 participants).
Which Money Purchase plans cover a similar participant headcount to Oasis Retirement Plan?
Among Money Purchase plans in other states, the closest by covered participants is Ramsey Clinic & Ramsey Foundation Employees Pension Plan in MN (59 participants, $28M in assets).