401(k) · DOL Form 5500 · 2022

Oakmont Country Club 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
117
Participants Small participant base
48th
Percentile by assets National rank
$37,989
Avg per participant Low balance/head
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Official DOL plan name: Oakmont Country Club 401(k) Plan · Sponsored by Oakmont Country Club · Pennsylvania · Arts, Entertainment & Recreation

$4M in assets, 117 participants

Oakmont Country Club's Oakmont Country Club 401(k) Plan reported $4M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,016 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Pennsylvania

Oakmont Country Club 401(k) Plan covers 117 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#2,016
in Arts, Entertainment & Recreation (3,077 peers)
-11.7%
assets change YoY

The plan reported a net loss of $588K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oakmont Country Club 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Oakmont Country Club 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,444,730 48th percentile higher than 48% of 139,123 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 2022

Oakmont Country Club 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakmont Country Club 401(k) Plan sits mid-pack in the medium band (117 participants).

Plan-year Form 5500 strip

Filing strip 250699130 · Oakmont Country Club PY 2022 · 401(k)

Oakmont Country Club 401(k) Plan · $4M · 117 · 48th

  • EIN $4M
  • EIN 117
  • EIN 48th
  • EIN 401(k)
  • EIN near Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust
  • EIN ind #2016

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 Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →

Oakmont Country Club 401(k) Plan in the asset neighbourhood

Chsu 401(k) Plan$4MCornerstone Managment Partners, LLC 401(k) PlanCornerstone Managment Partne…$4MOakmont Country Club 401(k) PlanOakmont Country Club 401(k) …$4MAid to Adoption of Special Kids 401(k) Profit Sharing Plan & TrustAid to Adoption of Special K…$4MStandish Family Dental Center 401(k) PlanStandish Family Dental Cente…$4M
End-of-year total assets ($M) among Oakmont Country Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$588K
Employer EIN250699130
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakmont Country Club)

Sponsor-wide plan assets over time

All Oakmont Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.029810584669935% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.44M $5.78M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 117 $4M
2023 1 150 $5M
2024 1 141 $6M

Nearby 401(k) Plans in Pennsylvania

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

Oakmont Country Club 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Oakmont Country Club 401(k) Plan, Total assets ($B): 0.00444473 · Participants: 117Oakmont Country Club 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Oakmont Country Club 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Oakmont Country Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust in AZ ($4M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oakmont Country Club 401(k) Plan assets move in 2022?
Oakmont Country Club 401(k) Plan pulled back noticeably - down 11.7% during 2022, from $5M to $4M. Reported net income was -$588K.
How have Oakmont Country Club plan assets changed over time?
Across 3 plan years on file (2022-2024), Oakmont Country Club's sponsor-wide assets grew 30.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Oakmont Country Club 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Aid to Adoption of Special Kids 401(k) Profit Sharing Plan & Trust in AZ ($4M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Oakmont Country Club 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants, N/A in assets).