Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
OAK ENGINEERING, INC.
EIN 36-2659805Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
6
227 OSWALT AVENUE - BATAVIA, IL 60510630-208-5900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OAK ENGINEERING, INC. RETIREMENT PLAN AND TRUST
401k
Assets$4.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAK ENGINEERING, INC. RETIREMENT PLAN AND TRUST | 401k | $4.0M | 3 | 2025 | |
| 002 | OAK ENGINEERING, INC. DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $2.5M | 3 | 2024 |
Retirement plans