401(k) · DOL Form 5500 · 2024
The Third and Oak Corporation, Dba Treyton Oak Towers 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $24,082
- Avg per participant Low balance/head
Official DOL plan name: Treyton Oak Towers, Inc. 401(k) Retirement Plan · Sponsored by The Third and Oak Corporation, Dba Treyton Oak Towers · Kentucky · Healthcare & Social Assistance
$3M in assets, 125 participants
The Third and Oak Corporation, Dba Treyton Oak Towers's Treyton Oak Towers, Inc. 401(k) Retirement Plan reported $3M in total assets and 125 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.
- #5,803 in Healthcare & Social Assistance (16,916 peers)
Coverage in Kentucky
Treyton Oak Towers, Inc. 401(k) Retirement Plan covers 125 participants in Kentucky, about 19% of the average Kentucky filer (state average ~647 per filing). Assets: $3M.
- #5,803
- in Healthcare & Social Assistance (16,916 peers)
- +4.7%
- assets growth YoY
Treyton Oak Towers, Inc. 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Treyton Oak Towers, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,010,292 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
Treyton Oak Towers, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Treyton Oak Towers, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Treyton Oak Towers, Inc. 401(k) Retirement Plan reported net income fell from $294K in the plan year 2023 filing to $135K in the plan year 2024 filing.
- Treyton Oak Towers, Inc. 401(k) Retirement Plan reported participants fell from 141 in the plan year 2023 filing to 125 in the plan year 2024 filing.
- Treyton Oak Towers, Inc. 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 310986103 · The Third and Oak Corporation, Dba Treyton Oak Towers PY 2024 · 401(k)
Treyton Oak Towers, Inc. 401(k) Retirement Plan · $3M · 125 · 34th
- NET $3M
- NET 125
- NET 34th
- NET 401(k)
- NET near Jasmine M. Gorton, D.M.D., Inc. Profit Sharing 401(k) Plan
- NET ind #5803
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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →
Treyton Oak Towers, Inc. 401(k) Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $135K |
| Employer EIN | 310986103 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Third and Oak Corporation, Dba Treyton Oak Towers)
Sponsor-wide plan assets over time
All The Third and Oak Corporation, Dba Treyton Oak Towers plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.59587027275752% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $3M |
| 2023 | 1 | 141 | $3M |
| 2024 | 1 | 125 | $3M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Treyton Oak Towers, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Jasmine M. Gorton, D.M.D., Inc. Profit Sharing 401(k) Plan in CA ($3M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 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 (125 participants); asset peers above are excluded.
- Portland Forge Interim Manufacturing Plan (IN) 125 · 0 off
- La Tavola 401(k) Profit Sharing Plan & Trust (CA) 125 · 0 off
- Chariot Transit Inc. 401(k) Plan (MI) 125 · 0 off
- Bmw Fresno 401(k) Plan (CA) 125 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.