Money Purchase · DOL Form 5500 · 2024

Oasis Labor Association Money Purchase Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
112
Participants Small participant base
57th
Percentile by assets National rank
$96,360
Avg per participant Below avg balance/head
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Official DOL plan name: Oasis Retirement Plan · Sponsored by Oasis Labor Association · Texas · Finance & Insurance

$11M in assets, 112 participants

Oasis Labor Association's Oasis Retirement Plan reported $11M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,527 in Finance & Insurance (8,549 peers)

Coverage in Texas

Oasis Retirement Plan covers 112 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#3,527
in Finance & Insurance (8,549 peers)
+139.6%
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 2024 · DOL Form 5500

$10,792,300 Top 43% higher than 57% 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

Oasis Retirement 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. Oasis Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oasis Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Oasis Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Oasis Retirement Plan reported participants rose from 59 in the plan year 2023 filing to 112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 821376607 · Oasis Labor Association PY 2024 · Money Purchase

Oasis Retirement Plan · $11M · 112 · 57th

  • RANK $11M
  • PHOTO 112
  • IND 57th
  • EOY Money Purchase
  • 5500 near Stuart Frankel & Co Inc. Money Purchase Plan
  • ASSETS ind #3527

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

Tmmb Corporation Pension Plan$11MPan-O-Gold Baking Co. Retirement PlanPan-O-Gold Baking Co. Retire…$11MStuart Frankel & Co Inc. Money Purchase PlanStuart Frankel & Co Inc. Mon…$11MOasis Retirement Plan$11MLnl Money Purchase Plan$11M
End-of-year total assets ($M) among Oasis Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$11M
Net Income$6M
Employer EIN821376607
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oasis Labor Association)

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

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. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Oasis Retirement Plan, Total assets ($B): 0.0107923 · Participants: 112Oasis Retirement PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.278563146 · Participants: 7877Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 1.081344733 · Participants: 9762Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.929563361 · Participants: 6787William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.271344223 · Participants: 1492Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.164810179 · Participants: 1845Greater 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 Stuart Frankel & Co Inc. Money Purchase Plan in NY ($11M); by covered participants it is Oregon Health & Science University Foundation Pension Plan in OR (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Oasis Retirement Plan assets move in 2024?
Oasis Retirement Plan surged - up 139.6% during 2024, from $5M to $11M. Reported net income was $6M.
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 Stuart Frankel & Co Inc. Money Purchase Plan in NY ($11M, 12 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 Oregon Health & Science University Foundation Pension Plan in OR (112 participants, $25M in assets).