401(k) · DOL Form 5500 · 2024

National Oak Distributors, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
379
Participants Below avg headcount
70th
Percentile by assets National rank
$50,989
Avg per participant Low balance/head
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Official DOL plan name: National Oak Distributors, Inc. 401(k) Plan · Sponsored by National Oak Distributors, Inc. · Florida · Wholesale Trade

$19M in assets, 379 participants

National Oak Distributors, Inc.'s National Oak Distributors, Inc. 401(k) Plan reported $19M in total assets and 379 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,966 in Wholesale Trade (6,080 peers)

National Oak Distributors, Inc. multi-year trail

National Oak Distributors, Inc.'s plans moved +37.9% in assets from 2022 to 2024; this filing shows National Oak Distributors, Inc. 401(k) Plan at $19M / 379 participants.

#3,966
in Wholesale Trade (6,080 peers)
+13.9%
assets growth YoY

National Oak Distributors, Inc. 401(k) Plan's outsized position by total assets

National Oak Distributors, Inc. 401(k) Plan vs every filed plan by assets

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

$19,324,730 Top 30% higher than 70% 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

National Oak Distributors, Inc. 401(k) 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. National Oak Distributors, Inc. 401(k) Plan sits mid-pack in the medium band (379 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Oak Distributors, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • National Oak Distributors, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • National Oak Distributors, Inc. 401(k) Plan reported participants fell from 414 in the plan year 2023 filing to 379 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953180805 · National Oak Distributors, Inc. PY 2024 · 401(k)

National Oak Distributors, Inc. 401(k) Plan · $19M · 379 · 70th

  • NET $19M
  • NET 379
  • NET 70th
  • NET 401(k)
  • NET near Voyetra Turtle Beach 401(k) Plan
  • NET ind #3966

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 Wholesale Trade retirement plans → · Plans in Florida →

National Oak Distributors, Inc. 401(k) Plan in the asset neighbourhood

Klaasmeyer Construction Co., Inc. 401(k) PlanKlaasmeyer Construction Co.,…$19MNational Oak Distributors, Inc. 401(k) PlanNational Oak Distributors, I…$19MVoyetra Turtle Beach 401(k) PlanVoyetra Turtle Beach 401(k) …$19MSavings Plan of Danny Herman Trucking EmployeesSavings Plan of Danny Herman…$19MEmployers Resource 401(k) PlanEmployers Resource 401(k) Pl…$19M
End-of-year total assets ($M) among National Oak Distributors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

National Oak Distributors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All National Oak Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 37.90573039320631% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14M $19.3M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 425 $14M
2023 1 414 $17M
2024 1 379 $19M

National Oak Distributors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN953180805
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

National Oak Distributors, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants National Oak Distributors, Inc. 401(k) Plan, Total assets ($B): 0.01932473 · Participants: 379National Oak Distributors, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
National Oak Distributors, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare National Oak Distributors, Inc. 401(k) Plan side-by-side with 3 peers →

National Oak Distributors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Voyetra Turtle Beach 401(k) Plan in NY ($19M); by covered participants it is Delaware Elevator, Inc. Retirement Plan in MD (379 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (379 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 National Oak Distributors, Inc. 401(k) Plan assets move in 2024? ▼
National Oak Distributors, Inc. 401(k) Plan grew at a solid clip - up 13.9% during 2024, from $17M to $19M. Reported net income was $2M.
How have National Oak Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Oak Distributors, Inc.'s sponsor-wide assets grew 37.9%, from $14M to $19M.
Which 401(k) plans are similar in size to National Oak Distributors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Voyetra Turtle Beach 401(k) Plan in NY ($19M, 104 participants).
Which 401(k) plans cover a similar participant headcount to National Oak Distributors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Delaware Elevator, Inc. Retirement Plan in MD (379 participants, $20M 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 953180805.

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.