401(k) · DOL Form 5500 · 2024
12 Oaks Management Services in 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1,036
- Participants Near avg headcount
- 34th
- Percentile by assets National rank
- $2,976
- 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, 1,036 participants
12 Oaks Management Services in's 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 1,036 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #4,495 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust ranks #4,495 of 7,719 2024 filers by assets (651% of the sector average)-$3M for 1,036 participants.
- #4,495
- in Other Services (7,719 peers)
- +20.8%
- assets growth YoY
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,082,919 34th percentile higher than 34% 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
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount
Plan-year 2024 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 lands in the large band (1,036 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust reported participants rose from 900 in the plan year 2023 filing to 1,036 in the plan year 2024 filing.
DOL schedule card
Filing strip 752418094 · 12 Oaks Management Services in PY 2024 · 401(k)
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust · $3M · 1,036 · 34th
- 5500 $3M
- ASSETS 1,036
- PCT 34th
- EIN 401(k)
- RANK near Gate City Electric 401(k) Profit Sharing Plan
- PHOTO ind #4495
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) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $530K |
| 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 $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
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 Gate City Electric 401(k) Profit Sharing Plan in NH ($3M); by covered participants it is Dominion Energy Ohio Union Savings Plan in VA (1,036 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 (1,036 participants); asset peers above are excluded.
- Dominion Energy Ohio Union Savings Plan (VA) 1,036 · 0 off
- 4 Over 401(k) Plan (CA) 1,036 · 0 off
- United States Bakery Profit Sharing & 401(k) Plan (OR) 1,036 · 0 off
- Precision Walls, Inc. 401(k) Plan (NC) 1,036 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.