401(k) · DOL Form 5500 · 2024

Spring Oaks Capital 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 245
Participants Below avg headcount: 39th
Percentile by assets National rank: $16,702
Avg per participant Low balance/head

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Official DOL plan name: Spring Oaks Capital 401(k) Plan · Sponsored by Spring Oaks Capital · Virginia · Finance & Insurance

$4M in assets, 245 participants

Spring Oaks Capital's Spring Oaks Capital 401(k) Plan reported $4M in total assets and 245 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

#2,191 in Finance & Insurance (8,549 peers)

Coverage in Virginia

Spring Oaks Capital 401(k) Plan covers 245 participants in Virginia, about 31% of the average Virginia filer (state average ~782 per filing). Assets: $4M.

#2,191
in Finance & Insurance (8,549 peers): +57.9%
assets growth YoY

Spring Oaks Capital 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Spring Oaks Capital 401(k) Plan vs every filed plan by assets

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

$4,092,019 39th percentile higher than 39% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Spring Oaks Capital 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. Spring Oaks Capital 401(k) Plan sits mid-pack in the medium band (245 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Spring Oaks Capital 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Spring Oaks Capital 401(k) Plan reported participants rose from 217 in the plan year 2023 filing to 245 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 842869830 · Spring Oaks Capital PY 2024 · 401(k)

Spring Oaks Capital 401(k) Plan · $4M · 245 · 39th

EIN $4M
RANK 245
PHOTO 39th
IND 401(k)
EOY near Associated Spring Retirement Savings Plan
5500 ind #2191

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 Virginia →

End-of-year total assets ($M) among Spring Oaks Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	842869830
Plan Effective Date	2021-09-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Spring Oaks Capital)

Latest sponsor-wide plan assets: $4M 57.858496640121714% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	217	$3M
2024	1	245	$4M

Nearby 401(k) Plans in Virginia

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

Spring Oaks Capital 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Spring Oaks Capital 401(k) Plan side-by-side with 3 peers →

Spring Oaks Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Associated Spring Retirement Savings Plan in MI ($4M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Associated Spring Retirement Savings Plan (MI) $4M · 81
Shawsheen Rubber Co., Inc. Retirement Plan (MA) $4M · 50
John C. Brown & Sons, Inc. 401(k) Plan (NH) $4M · 45
Bond Botes Sykstus P C 401(k) Profit Sharing Plan & Trust (AL) $4M · 15

Similar participant headcount

Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.

Mcclancy Foods and Flavors LLC Capital Accumulation Plan (SC) 245 · 0 off
Kel-Tec Cnc Industries, Inc. 401(k) Plan (FL) 245 · 0 off
Littlefield Oil Companies 401(k) Profit Sharing Plan (AR) 245 · 0 off
Breville USA, Inc. 401(k) Retirement Plan (CA) 245 · 0 off

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 Spring Oaks Capital 401(k) Plan assets move in 2024? ▼

Spring Oaks Capital 401(k) Plan surged - up 57.9% during 2024, from $3M to $4M. Reported net income was $1M.

How have Spring Oaks Capital plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Spring Oaks Capital's sponsor-wide assets grew 57.9%, from $3M to $4M.

Which 401(k) plans are similar in size to Spring Oaks Capital 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Associated Spring Retirement Savings Plan in MI ($4M, 81 participants).

Which 401(k) plans cover a similar participant headcount to Spring Oaks Capital 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (245 participants, $6M 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 842869830.