401(k) · DOL Form 5500 · 2022
Oakwood Worldwide (US) LP 401(k) Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 220
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $227,810
- Avg per participant Above avg balance/head
Official DOL plan name: Oakwood Worldwide (US) LP Retirement Plan · Sponsored by Oakwood Worldwide (US) LP · California · Real Estate
$50M in assets, 220 participants
Oakwood Worldwide (US) LP's Oakwood Worldwide (US) LP Retirement Plan reported $50M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #4,843 in Real Estate (5,057 peers)
Coverage in California
Oakwood Worldwide (US) LP Retirement Plan covers 220 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $50M.
- #4,843
- in Real Estate (5,057 peers)
- -23.5%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oakwood Worldwide (US) LP Retirement Plan's outsized position by total assets
Oakwood Worldwide (US) LP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$50,118,184 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oakwood Worldwide (US) LP Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakwood Worldwide (US) LP Retirement Plan sits mid-pack in the medium band (220 participants).
Plan-year Form 5500 strip
Filing strip 952221188 · Oakwood Worldwide (US) LP PY 2022 · 401(k)
Oakwood Worldwide (US) LP Retirement Plan · $50M · 220 · 88th
- NET $50M
- NET 220
- NET 88th
- NET 401(k)
- NET near Clark Hill Non-Member Attorneys 401(k) Savings Plan
- NET ind #4843
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 Real Estate retirement plans → · Plans in California →
Oakwood Worldwide (US) LP Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | -$15M |
| Employer EIN | 952221188 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakwood Worldwide (US) LP)
Sponsor-wide plan assets over time
All Oakwood Worldwide (US) LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 113.5244465362113% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $50M |
| 2023 | 1 | 47 | $47M |
| 2024 | 2 | 271 | $107M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Oakwood Worldwide (US) LP Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI ($50M); by covered participants it is Barley Snyder Savings Plan in PA (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- Clark Hill Non-Member Attorneys 401(k) Savings Plan (MI) $50M · 324
- Orepac Savings and Investment Plan (OR) $50M · 876
- Strata Corporation 401(k) (ND) $50M · 667
- Tensar Holdings LLC Investment and Retirement Income Plan (GA) $50M · 281
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- Barley Snyder Savings Plan (PA) 220 · 0 off
- Bullseye Telecom 401(k) Plan (MI) 220 · 0 off
- Neff Group Distributors, Inc. Retirement Plan (IN) 220 · 0 off
- Execonline, Inc. 401(k) Plan (NY) 220 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.