401(k) · DOL Form 5500 · 2024

Linden Oaks 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
206
Participants Below avg headcount
62nd
Percentile by assets National rank
$65,656
Avg per participant Below avg balance/head
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Official DOL plan name: Linden Oaks 401(k) Profit Sharing Plan · Sponsored by Linden Oaks · California · Educational Services

$14M in assets, 206 participants

Linden Oaks's Linden Oaks 401(k) Profit Sharing Plan reported $14M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,633 in Educational Services (3,638 peers)

Coverage in California

Linden Oaks 401(k) Profit Sharing Plan covers 206 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $14M.

#1,633
in Educational Services (3,638 peers)
-11.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Linden Oaks 401(k) Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Linden Oaks 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,525,199 Top 38% higher than 62% 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

Linden Oaks 401(k) Profit Sharing 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. Linden Oaks 401(k) Profit Sharing Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Linden Oaks 401(k) Profit Sharing Plan reported net income fell from $929K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Linden Oaks 401(k) Profit Sharing Plan reported participants rose from 151 in the plan year 2023 filing to 206 in the plan year 2024 filing.
  • Linden Oaks 401(k) Profit Sharing Plan end-of-year assets fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952162129 · Linden Oaks PY 2024 · 401(k)

Linden Oaks 401(k) Profit Sharing Plan · $14M · 206 · 62nd

  • EBSA $14M
  • EBSA 206
  • EBSA 62nd
  • EBSA 401(k)
  • EBSA near Entrada Therapeutics 401(k) Retirement Plan
  • EBSA ind #1633

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 Educational Services retirement plans → · Plans in California →

Linden Oaks 401(k) Profit Sharing Plan in the asset neighbourhood

Linden Oaks 401(k) Profit Sharing PlanLinden Oaks 401(k) Profit Sh…$14MBroad River Rehabilitation 401(k) PlanBroad River Rehabilitation 4…$14MEntrada Therapeutics 401(k) Retirement PlanEntrada Therapeutics 401(k) …$14MBig Cedar Creek 401(k) Plan$14MGolden Eagle Distributing Co 401(k) Profit Sharing Plan & TrustGolden Eagle Distributing Co…$14M
End-of-year total assets ($M) among Linden Oaks 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN952162129
Plan Effective Date1977-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Linden Oaks)

Sponsor-wide plan assets over time

All Linden Oaks plans reported in each filing year

Latest sponsor-wide plan assets
$14M 5.095913114744896% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $14.3M $13.5M ▼ -5.1%
Year Plans Participants Total Assets
2022 1 146 $14M
2023 1 151 $15M
2024 1 206 $14M

Nearby 401(k) Plans in California

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

Linden Oaks 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Linden Oaks 401(k) Profit Sharing Plan, Total assets ($B): 0.013525199 · Participants: 206Linden Oaks 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Linden Oaks 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Linden Oaks 401(k) Profit Sharing Plan side-by-side with 3 peers →

Linden Oaks 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Entrada Therapeutics 401(k) Retirement Plan in MA ($14M); by covered participants it is Fairwave Holdings 401(k) Savings Plan in MO (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Linden Oaks 401(k) Profit Sharing Plan assets move in 2024? ▼
Linden Oaks 401(k) Profit Sharing Plan pulled back noticeably - down 11.0% during 2024, from $15M to $14M. Reported net income was -$2M.
How have Linden Oaks plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Linden Oaks's sponsor-wide assets declined 5.1%, from $14M to $14M.
Which 401(k) plans are similar in size to Linden Oaks 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Entrada Therapeutics 401(k) Retirement Plan in MA ($14M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Linden Oaks 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fairwave Holdings 401(k) Savings Plan in MO (206 participants, $584K 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 952162129.

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.