How big is Great Oaks Bank's plan?

Great Oaks Bank's plan reported $4.3M in assets and 5 participants for 2024.

Original filing (PDF)20250827160913NAL0009753665001

Great Oaks Bank

Name: Great Oaks Bank — Great Oaks Bank Defined Benefit, Form 5500 (2024)
Creator: Great Oaks Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Great Oaks Bank Defined Benefit Pension Plan

Defined-benefit pension plan · Great Oaks Bank's Great Oaks Bank Defined Benefit Pension Plan held $4.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Great Oaks Bank's EIN is 58-0192860.

EIN 58-0192860

Plan number 001

Plan year 2024

ACK ID 20250827160913NAL0009753665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Great Oaks Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Great Oaks Bank's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREAT OAKS BANK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off