401(k) · DOL Form 5500 · 2024

Four Oaks Family and Children Services 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
760
Participants Near avg headcount
72nd
Percentile by assets National rank
$28,985
Avg per participant Low balance/head
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Official DOL plan name: Four Oaks Enterprise Retirement Plan · Sponsored by Four Oaks Family and Children Services · Iowa · Healthcare & Social Assistance

$22M in assets, 760 participants

Four Oaks Family and Children Services's Four Oaks Enterprise Retirement Plan reported $22M in total assets and 760 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,916 in Healthcare & Social Assistance (16,916 peers)

Four Oaks Family and Children Services multi-year trail

Four Oaks Family and Children Services's plans moved +18.7% in assets from 2022 to 2024; this filing shows Four Oaks Enterprise Retirement Plan at $22M / 760 participants.

#12,916
in Healthcare & Social Assistance (16,916 peers)
+2.9%
assets growth YoY

Four Oaks Enterprise Retirement Plan's outsized position by total assets

Four Oaks Enterprise Retirement Plan vs every filed plan by assets

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

$22,028,397 Top 28% higher than 72% 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

Four Oaks Enterprise 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. Four Oaks Enterprise Retirement Plan sits mid-pack in the medium band (760 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Four Oaks Enterprise Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $627K in the plan year 2024 filing.
  • Four Oaks Enterprise Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Four Oaks Enterprise Retirement Plan reported participants rose from 740 in the plan year 2023 filing to 760 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 420998726 · Four Oaks Family and Children Services PY 2024 · 401(k)

Four Oaks Enterprise Retirement Plan · $22M · 760 · 72nd

  • 5500 $22M
  • 5500 760
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Administrative Onesource 401(k) Plan
  • 5500 ind #12916

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 Iowa →

Four Oaks Enterprise Retirement Plan in the asset neighbourhood

Four Oaks Enterprise Retirement PlanFour Oaks Enterprise Retirem…$22MAdministrative Onesource 401(k) PlanAdministrative Onesource 401…$22MKisco Senior Living, LLC Employee Savings and Profit Sharing PlanKisco Senior Living, LLC Emp…$22MCapital Advisors Inc 401(k) Plan Employee Stock Ownership PlanCapital Advisors Inc 401(k) …$22MSynqor, Inc. 401(k) Plan$22M
End-of-year total assets ($M) among Four Oaks Enterprise Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Four Oaks Family and Children Services multi-year asset trail

Sponsor-wide plan assets over time

All Four Oaks Family and Children Services plans reported in each filing year

Latest sponsor-wide plan assets
$22M 18.71955602661193% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.6M $22M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 725 $19M
2023 1 740 $21M
2024 1 760 $22M

Four Oaks Family and Children Services filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$627K
Employer EIN420998726
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Four Oaks Enterprise Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Four Oaks Enterprise Retirement Plan, Total assets ($B): 0.022028397 · Participants: 760Four Oaks Enterprise Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Four Oaks Enterprise Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Four Oaks Enterprise Retirement Plan side-by-side with 3 peers →

Four Oaks Enterprise Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Administrative Onesource 401(k) Plan in LA ($22M); by covered participants it is Edwards Lifesciences (Puerto Rico) Corporation Retirement Savings Plan in PR (760 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (760 participants); 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 Four Oaks Enterprise Retirement Plan assets move in 2024? ▼
Four Oaks Enterprise Retirement Plan edged up modestly - up 2.9% during 2024, from $21M to $22M. Reported net income was $627K.
How have Four Oaks Family and Children Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Four Oaks Family and Children Services's sponsor-wide assets grew 18.7%, from $19M to $22M.
Which 401(k) plans are similar in size to Four Oaks Enterprise Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Administrative Onesource 401(k) Plan in LA ($22M, 345 participants).
Which 401(k) plans cover a similar participant headcount to Four Oaks Enterprise Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Edwards Lifesciences (Puerto Rico) Corporation Retirement Savings Plan in PR (760 participants, $31M 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 420998726.

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.