Other · DOL Form 5500 · 2022
Oceana, Inc. Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $193,068
- Avg per participant Above avg balance/head
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.
- #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.
- #7,592
- in Other Services (8,398 peers)
- -14.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Oceana, Inc. Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oceana, Inc. Retirement 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. Oceana, Inc. Retirement Plan sits mid-pack in the medium band (138 participants).
EBSA filing schedule strip
Filing strip 510401308 · Oceana, Inc. PY 2022 · Other
Oceana, Inc. Retirement Plan · $27M · 138 · 81st
- IND $27M
- EOY 138
- 5500 81st
- ASSETS Other
- PCT near Carnegie Corporation of New York Tax-Deferred Annuity Plan
- EIN ind #7592
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 Other Services retirement plans → · Plans in District of Columbia →
Oceana, Inc. Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$4M |
| Employer EIN | 510401308 |
| Plan Effective Date | 2001-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oceana, Inc.)
Sponsor-wide plan assets over time
All Oceana, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 47.18058471487419% vs 2022
- 2024 filing year
| 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.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
Oceana, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Carnegie Corporation of New York Tax-Deferred Annuity Plan in NY ($27M); by covered participants it is Harvesters 403b Plan in MO (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Carnegie Corporation of New York Tax-Deferred Annuity Plan (NY) $27M · 68
- New York Academy of Sciences Ra Plan (NY) $27M · 50
- Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan (MO) $27M · 121
- St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan (TX) $27M · 172
Similar participant headcount
Nearest other-state filings by covered participants (138 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.