Plan5500

Athletics Investment Group 401(K) Plan — Form 5500 plan (Athletics Investment Group LLC Dba Oakland Athletics Baseball Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Athletics Investment Group 401(K) Plan is a benefit plan reported by Athletics Investment Group LLC Dba Oakland Athletics Baseball Company under EIN 94-3232189 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,595 participants and $35,379,581 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.4MPlan net assets, end of year$35,379,581
Participants1.6KCovered participants reported1,595
Assets / participant$22.2KComputed: assets ÷ participants$22,182 (computed)
Provider compensation$60.1K2 Schedule C provider row(s)$60,054
Plan sponsor
Athletics Investment Group LLC Dba Oakland Athletics Baseball Company
EIN
94-3232189
Plan number
002
Plan type
2
Location
Oakland, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,595H, C20241015190534NAL0030711937001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.4M total assets
Net assets$35.4MLiabilities—
Money in vs. money out
Total income / additions$8.8M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$1.5M
Participant$2M
Full reported line items

Net assets

Total assets (EOY)
$35,379,581
Net assets (EOY)
$35,379,581
Net assets (BOY)
$28,123,411

Income & contributions

Employer contributions
$1,507,712
Participant contributions
$2,007,673
Total contributions
$3,622,491
Total income / additions
$8,819,320

Expenses & distributions

Benefits paid
$1,478,911
Administrative expenses
$59,925
Total expenses
$1,563,150
Net increase / (decrease)
$7,256,170
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 43%Participant 57%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$59,925not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$129$02023

Related Form 5500 pages