401(k) · DOL Form 5500 · 2024
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust
Data updated 2026-05-15
- $3M
- Total assets
- 1,036
- Participants
- 34th
- Percentile by assets
- $2,976
- Avg per participant
Sponsored by 12 Oaks Management Services in · Texas · Other Services
What the 2024 filing shows
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust holds $3M for 1,036 participants - about $2,976 per participant, in the lower half of filed plans by assets, up 20.8% over the 2024 plan year.
- $3M
- total plan assets (2024 EOY)
- 1,036
- covered participants
- 34th
- percentile by assets (of 116,472 plans)
- $2,976
- avg assets per participant
401(k) · DOL Form 5500 · 2024
What the Filing Says About 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust
12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by 12 Oaks Management Services in, headquartered in Texas. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 1,036 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 752418094, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets grew sharply from $3M at the beginning of 2024 to $3M at year-end - up 20.8%. Net assets (after liabilities) closed the year at $3M, with reported net income of $530K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years 12 Oaks Management Services in has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 53.3%, while reported participants moved from 557 to 1,036 (+86.0%). The strongest year on file by total sponsor assets was 2024 at $3M; the softest was 2022 at $2M. Year-by-year, sponsor-wide filings show: 2022 - $2M in assets across 1 plan covering 557 participants; 2023 - $3M in assets across 1 plan covering 900 participants; 2024 - $3M in assets across 1 plan covering 1,036 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Total Assets (End of Year) | $3M |
| Net Assets (End of Year) | $3M |
| Net Income | $530K |
| Plan Type | 401(k) |
| Employer EIN | 752418094 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (12 Oaks Management Services in)
| 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
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
- American Airlines, Inc. 401(k) Plan $16.2B · 93,397
Frequently Asked Questions
How much money is in the 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust? ▼
What type of plan is 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust? ▼
Who sponsors the 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust? ▼
How did 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust perform in 2024? ▼
What this filing means
Ways to act on 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust's numbers.
- By total assets, 12 Oaks Management Services in 401(k) Profit Sharing Plan & Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- 12 Oaks Management Services in's sponsor-wide assets have grown 53.3% since 2022 across 3 plan years on file. More Other Services plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 752418094.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.