401(k) · DOL Form 5500 · 2023
12 Oaks Management Services in 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 900
- Participants Near avg headcount
- 33rd
- Percentile by assets National rank
- $2,836
- Avg per participant Low balance/head
Official DOL plan name: 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust · Sponsored by 12 Oaks Management Services in · Texas · Other Services
$3M in assets, 900 participants
12 Oaks Management Services in's 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 900 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #4,534 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust ranks #4,534 of 7,857 2023 filers by assets (786% of the sector average)-$3M for 900 participants.
- #4,534
- in Other Services (7,857 peers)
- +26.9%
- assets growth YoY
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,552,712 33rd percentile higher than 33% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (900 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust reported net income rose from $58K in the plan year 2022 filing to $541K in the plan year 2023 filing.
- 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust reported participants rose from 557 in the plan year 2022 filing to 900 in the plan year 2023 filing.
- 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 752418094 · 12 Oaks Management Services in PY 2023 · 401(k)
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust · $3M · 900 · 33rd
- VS-ST $3M
- VS-ST 900
- VS-ST 33rd
- VS-ST 401(k)
- VS-ST near Antioch College Corporation 401(k) Plan
- VS-ST ind #4534
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 Other Services retirement plans → · Plans in Texas →
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $541K |
| Employer EIN | 752418094 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (12 Oaks Management Services in)
Sponsor-wide plan assets over time
All 12 Oaks Management Services in plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 53.252107085424264% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 557 | $2M |
| 2023 | 1 | 900 | $3M |
| 2024 | 1 | 1,036 | $3M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Antioch College Corporation 401(k) Plan in OH ($3M); by covered participants it is Aurora Flight Sciences Corporation 401(k) Plan in VA (900 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (900 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.