Profit Sharing · DOL Form 5500 · 2023

Oaklare Management, Corp. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
26th
Percentile by assets National rank
$160,086
Avg per participant Above avg balance/head
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Official DOL plan name: Oaklare Management, Corp. Retirement Plan · Sponsored by Oaklare Management, Corp. · Virginia · Administrative & Support Services

$1M in assets, 8 participants

Oaklare Management, Corp.'s Oaklare Management, Corp. Retirement Plan reported $1M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,172 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Oaklare Management, Corp. Retirement Plan ranks #2,172 of 4,372 2023 filers by assets (2253% of the sector average)-$1M for 8 participants.

#2,172
in Administrative & Support Services (4,372 peers)
-8.5%
assets change YoY

The plan reported a net loss of $119K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oaklare Management, Corp. Retirement Plan among the smaller filed plans by assets

Oaklare Management, Corp. Retirement Plan vs every filed plan by assets

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

$1,280,691 26th percentile higher than 26% 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

Oaklare Management, Corp. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oaklare Management, Corp. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oaklare Management, Corp. Retirement Plan reported net income fell from $12K in the plan year 2022 filing to -$119K in the plan year 2023 filing.
  • Oaklare Management, Corp. Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Oaklare Management, Corp. Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472503236 · Oaklare Management, Corp. PY 2023 · Profit Sharing

Oaklare Management, Corp. Retirement Plan · $1M · 8 · 26th

  • PCT $1M
  • EIN 8
  • RANK 26th
  • PHOTO Profit Sharing
  • IND near Eagles Wings, LLC Profit Sharing Plan
  • EOY ind #2172

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 Administrative & Support Services retirement plans → · Plans in Virginia →

Oaklare Management, Corp. Retirement Plan in the asset neighbourhood

Oaklare Management, Corp. Retirement PlanOaklare Management, Corp. Re…$1MEagles Wings, LLC Profit Sharing PlanEagles Wings, LLC Profit Sha…$1MArnaldo I. Rosa Torrens Retirement PlanArnaldo I. Rosa Torrens Reti…$1MCompass Factor, Inc. Profit Sharing PlanCompass Factor, Inc. Profit …$1MFlextrude Aluminum Shapes 401(k) PlanFlextrude Aluminum Shapes 40…$1M
End-of-year total assets ($M) among Oaklare Management, Corp. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$119K
Employer EIN472503236
Plan Effective Date2014-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Oaklare Management, Corp.)

Sponsor-wide plan assets over time

All Oaklare Management, Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 18.92567078602642% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.4M $1.13M ▼ -19.3%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 8 $1M
2024 1 7 $1M

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Oaklare Management, Corp. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Oaklare Management, Corp. Retirement Plan, Total assets ($B): 0.001280691 · Participants: 8Oaklare Management, Corp. Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Oaklare Management, Corp. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Oaklare Management, Corp. Retirement Plan side-by-side with 3 peers →

Oaklare Management, Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Eagles Wings, LLC Profit Sharing Plan in NV ($1M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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.

Frequently Asked Questions

How did Oaklare Management, Corp. Retirement Plan assets move in 2023? ▼
Oaklare Management, Corp. Retirement Plan pulled back noticeably - down 8.5% during 2023, from $1M to $1M. Reported net income was -$119K.
How have Oaklare Management, Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaklare Management, Corp.'s sponsor-wide assets declined 18.9%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Oaklare Management, Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Eagles Wings, LLC Profit Sharing Plan in NV ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Oaklare Management, Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472503236.

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.