Other · DOL Form 5500 · 2022

Oceana, Inc. Retirement Plan

Data updated 2026-08-11

$27M
Total assets
138
Participants
81st
Percentile by assets
$193,068
Avg per participant
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Official DOL plan name: Oceana, Inc. Retirement Plan · Sponsored by Oceana, Inc. · District of Columbia · Other Services

$27M in assets, 138 participants

Oceana, Inc.'s Oceana, Inc. Retirement Plan reported $27M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #7,592 in Other Services (8,398 peers)

Coverage in District of Columbia

Oceana, Inc. Retirement Plan covers 138 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $27M.

$27M
total plan assets (2022 EOY)
138
covered participants
81st
percentile by assets (of 139,126 plans)
$193,068
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Oceana, Inc. Retirement Plan sits by total assets

Oceana, Inc. Retirement Plan vs every filed plan by assets

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

$26,643,379 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Oceana, Inc. Retirement Plan reports 138 participants - about 9% of that state average ($27M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN510401308
Plan Effective Date2001-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oceana, Inc.)

$25M$30M$35M$40M$45M 202220232024 $26.6M $39.2M ▲ +47.2%
Total plan assets by year, all Oceana, Inc. plans on file
Year Plans Participants Total Assets
2022 1 138 $27M
2023 1 143 $34M
2024 1 138 $39M

Nearby Other Plans in District of Columbia

Peer Other plans, same state, same plan type, ranked by total assets.

Oceana, Inc. Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Oceana, Inc. Retirem…, Total assets ($B): 0.026643379 · Participants: 138Oceana, Inc. Retirem…Int'l Brotherhood of…, Total assets ($B): 2.455575793 · Participants: 419935Int'l Brotherhood of…Georgetown Universit…, Total assets ($B): 1.973536433 · Participants: 4918Georgetown Universit…American University …, Total assets ($B): 1.141643477 · Participants: 2632American University …Howard University Sa…, Total assets ($B): 1.010943324 · Participants: 5159Howard University Sa…Georgetown Universit…, Total assets ($B): 0.741393379 · Participants: 13020Georgetown Universit…
Oceana, Inc. Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Oceana, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Oceana, Inc. Retirement Plan assets move in 2022?
Oceana, Inc. Retirement Plan pulled back noticeably - down 14.1% during 2022, from $31M to $27M. Reported net income was -$4M.
How have Oceana, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Oceana, Inc.'s sponsor-wide assets grew 47.2%, from $27M to $39M.
Where does Oceana, Inc. Retirement Plan rank by assets among Form 5500 filers?
Oceana, Inc. Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oceana, Inc. Retirement Plan?
Among Other plans in other states, the closest by assets is Carnegie Corporation of New York Tax-Deferred Annuity Plan in NY ($27M, 68 participants).

Filing takeaways

Ways to act on Oceana, Inc. Retirement Plan's numbers.