401(k) · DOL Form 5500 · 2024

Oak Beach Realty & Development Corp 401(k) Plan

Data updated 2026-08-25

$411K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$411,472
Avg per participant High balance/head
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Official DOL plan name: Oak Beach Realty & Development Corp 401(k) Plan · Sponsored by Oak Beach Realty & Development Corp · New York · Real Estate

$411K in assets, 1 participants

Oak Beach Realty & Development Corp's Oak Beach Realty & Development Corp 401(k) Plan reported $411K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,238 in Real Estate (4,605 peers)

Oak Beach Realty & Development Corp multi-year trail

Oak Beach Realty & Development Corp's plans moved +73.1% in assets from 2022 to 2024; this filing shows Oak Beach Realty & Development Corp 401(k) Plan at $411K / 1 participant.

#1,238
in Real Estate (4,605 peers)
-24.4%
assets change YoY

The plan reported a net loss of $133K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oak Beach Realty & Development Corp 401(k) Plan among the smaller filed plans by assets

Oak Beach Realty & Development Corp 401(k) Plan vs every filed plan by assets

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

$411,472 16th percentile higher than 16% 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

Oak Beach Realty & Development Corp 401(k) 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. Oak Beach Realty & Development Corp 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oak Beach Realty & Development Corp 401(k) Plan reported net income fell from $307K in the plan year 2023 filing to -$133K in the plan year 2024 filing.
  • Oak Beach Realty & Development Corp 401(k) Plan end-of-year assets fell from $545K in the plan year 2023 filing to $411K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810729315 · Oak Beach Realty & Development Corp PY 2024 · 401(k)

Oak Beach Realty & Development Corp 401(k) Plan · $411K · 1 · 16th

  • BOOK $411K
  • VS-ST 1
  • BOY 16th
  • SCH 401(k)
  • EBSA near Geaux Glam, Inc. 401(k) Profit Sharing Plan
  • PART ind #1238

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 New York →

Oak Beach Realty & Development Corp 401(k) Plan in the asset neighbourhood

Oak Beach Realty & Development Corp 401(k) PlanOak Beach Realty & Developme…$411KGeaux Glam, Inc. 401(k) Profit Sharing PlanGeaux Glam, Inc. 401(k) Prof…$412KPether Investments Corp. 401(k) Profit Sharing PlanPether Investments Corp. 401…$412KRc Visions, Inc. 401(k) Profit Sharing PlanRc Visions, Inc. 401(k) Prof…$411KSteinberg & Steinberg, Inc. 401(k) Profit Sharing PlanSteinberg & Steinberg, Inc. …$412K
End-of-year total assets ($M) among Oak Beach Realty & Development Corp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oak Beach Realty & Development Corp multi-year asset trail

Sponsor-wide plan assets over time

All Oak Beach Realty & Development Corp plans reported in each filing year

Latest sponsor-wide plan assets
$411K 73.11797646445055% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.24M $0.41M ▲ +70.8%
Year Plans Participants Total Assets
2022 1 1 $238K
2023 1 1 $545K
2024 1 1 $411K

Oak Beach Realty & Development Corp filing trail (2024)

Total Assets (Beginning of Year)$545K
Net Assets (End of Year)$411K
Net Income-$133K
Employer EIN810729315
Plan Effective Date2015-11-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oak Beach Realty & Development Corp 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Oak Beach Realty & Development Corp 401(k) Plan, Total assets ($B): 0.000411472 · Participants: 1Oak Beach Realty & Development Corp 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Oak Beach Realty & Development Corp 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Oak Beach Realty & Development Corp 401(k) Plan side-by-side with 3 peers →

Oak Beach Realty & Development Corp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Geaux Glam, Inc. 401(k) Profit Sharing Plan in TX ($412K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Oak Beach Realty & Development Corp 401(k) Plan assets move in 2024? ▼
Oak Beach Realty & Development Corp 401(k) Plan declined sharply - down 24.4% during 2024, from $545K to $411K. Reported net income was -$133K.
How have Oak Beach Realty & Development Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Beach Realty & Development Corp's sponsor-wide assets grew 73.1%, from $238K to $411K.
Where does Oak Beach Realty & Development Corp 401(k) Plan rank by assets among Form 5500 filers? ▼
Oak Beach Realty & Development Corp 401(k) Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Oak Beach Realty & Development Corp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Geaux Glam, Inc. 401(k) Profit Sharing Plan in TX ($412K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Oak Beach Realty & Development Corp 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 810729315.

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.