Oakwood Worldwide (US) LP401(k)
OAKWOOD WORLDWIDE (US) LP RETIREMENT PLAN · LONG BEACH, CA · plan year 2021
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Oakwood Worldwide (US) LP reported $172,200 in plan administrative expenses for 2021: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,803 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio fell from 0.27% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 32 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,406th-largest of 9,483 plans among California employers on file, and the 207th of 2,096 in real estate & leasing. In 2021, employees put in $3.50 for every $1.00 the employer contributed.
Oakwood Worldwide (US) LP's 2021 employer contribution ran below the $2,545 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 952221188 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.