Profit Sharing · DOL Form 5500 · 2024

Oakdale Estates Inc Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
5
Participants Small participant base
47th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Oakdale Estates Inc Profit Sharing Plan · Sponsored by Oakdale Estates Inc · Wisconsin · Retail Trade

$7M in assets, 5 participants

Oakdale Estates Inc's Oakdale Estates Inc Profit Sharing Plan reported $7M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,663 in Retail Trade (8,048 peers)

Oakdale Estates Inc multi-year trail

Oakdale Estates Inc's plans moved +45.9% in assets from 2022 to 2024; this filing shows Oakdale Estates Inc Profit Sharing Plan at $7M / 5 participants.

#4,663
in Retail Trade (8,048 peers)
+11.0%
assets growth YoY

Oakdale Estates Inc Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Oakdale Estates Inc Profit Sharing Plan vs every filed plan by assets

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

$6,700,386 47th percentile higher than 47% 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

Oakdale Estates Inc Profit Sharing 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. Oakdale Estates Inc Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oakdale Estates Inc Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $665K in the plan year 2024 filing.
  • Oakdale Estates Inc Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Oakdale Estates Inc Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391091709 · Oakdale Estates Inc PY 2024 · Profit Sharing

Oakdale Estates Inc Profit Sharing Plan · $7M · 5 · 47th

  • PCT $7M
  • EIN 5
  • RANK 47th
  • PHOTO Profit Sharing
  • IND near Chiman Lad, D.D.S., a Dental Corp Retirement Plan One
  • EOY ind #4663

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 Retail Trade retirement plans → · Plans in Wisconsin →

Oakdale Estates Inc Profit Sharing Plan in the asset neighbourhood

Kalb Equipment Company, Inc. Profit Sharing PlanKalb Equipment Company, Inc.…$7MOakdale Estates Inc Profit Sharing PlanOakdale Estates Inc Profit S…$7MChiman Lad, D.D.S., a Dental Corp Retirement Plan OneChiman Lad, D.D.S., a Dental…$7MUnited Security, Inc. Retirement PlanUnited Security, Inc. Retire…$7MUnited Community Health Center 403(b) PlanUnited Community Health Cent…$7M
End-of-year total assets ($M) among Oakdale Estates Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Oakdale Estates Inc multi-year asset trail

Sponsor-wide plan assets over time

All Oakdale Estates Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 45.91029385729097% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.59M $6.7M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 4 $5M
2023 1 4 $6M
2024 1 5 $7M

Oakdale Estates Inc filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$665K
Employer EIN391091709
Plan Effective Date1973-09-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Oakdale Estates Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Oakdale Estates Inc Profit Sharing Plan, Total assets ($B): 0.006700386 · Participants: 5Oakdale Estates Inc Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment Plan
Oakdale Estates Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Oakdale Estates Inc Profit Sharing Plan side-by-side with 3 peers →

Oakdale Estates Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Chiman Lad, D.D.S., a Dental Corp Retirement Plan One in CA ($7M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Oakdale Estates Inc Profit Sharing Plan assets move in 2024? ▼
Oakdale Estates Inc Profit Sharing Plan grew at a solid clip - up 11.0% during 2024, from $6M to $7M. Reported net income was $665K.
How have Oakdale Estates Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakdale Estates Inc's sponsor-wide assets grew 45.9%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Oakdale Estates Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Chiman Lad, D.D.S., a Dental Corp Retirement Plan One in CA ($7M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Oakdale Estates Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 391091709.

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.