Profit Sharing · DOL Form 5500 · 2024
Oaklare Management, Corp. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $162,127
- Avg per participant Above avg balance/head
Official DOL plan name: Oaklare Management, Corp. Retirement Plan · Sponsored by Oaklare Management, Corp. · Virginia · Administrative & Support Services
$1M in assets, 7 participants
Oaklare Management, Corp.'s Oaklare Management, Corp. Retirement Plan reported $1M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #2,096 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Oaklare Management, Corp. Retirement Plan ranks #2,096 of 4,368 2024 filers by assets (2542% of the sector average)-$1M for 7 participants.
- #2,096
- in Administrative & Support Services (4,368 peers)
- -11.4%
- assets change YoY
The plan reported a net loss of $146K 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 2024 · DOL Form 5500
$1,134,889 24th percentile higher than 24% 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
Oaklare Management, Corp. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oaklare Management, Corp. Retirement Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oaklare Management, Corp. Retirement Plan reported net income fell from -$119K in the plan year 2023 filing to -$146K in the plan year 2024 filing.
- Oaklare Management, Corp. Retirement Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Oaklare Management, Corp. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 472503236 · Oaklare Management, Corp. PY 2024 · Profit Sharing
Oaklare Management, Corp. Retirement Plan · $1M · 7 · 24th
- PART $1M
- PART 7
- PART 24th
- PART Profit Sharing
- PART near Wolverine Wildcat Holdings Inc. Retirement Plan
- PART ind #2096
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
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$146K |
| Employer EIN | 472503236 |
| Plan Effective Date | 2014-12-09 |
| Filing Status | FILING 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
| 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.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- Carpenter Co. Profit-Sharing Plan $348M · 2,152
- American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Associated Universities Inc. Retirement Plan $205M · 585
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 Wolverine Wildcat Holdings Inc. Retirement Plan in IL ($1M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.