401(k) · DOL Form 5500 · 2022
Oak Hill Capital Management, LLC 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 106
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $339,026
- Avg per participant High balance/head
Official DOL plan name: Oak Hill Capital 401(k) Plan · Sponsored by Oak Hill Capital Management, LLC · Connecticut · Finance & Insurance
$36M in assets, 106 participants
Oak Hill Capital Management, LLC's Oak Hill Capital 401(k) Plan reported $36M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #7,006 in Finance & Insurance (9,261 peers)
Coverage in Connecticut
Oak Hill Capital 401(k) Plan covers 106 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $36M.
- #7,006
- in Finance & Insurance (9,261 peers)
- $624K
- reported net income
- 0.4×
- vs typical plan assets (national mean)
Oak Hill Capital 401(k) Plan's outsized position by total assets
Oak Hill Capital 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,936,734 Top 15% higher than 85% 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
Oak Hill Capital 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. Oak Hill Capital 401(k) Plan sits mid-pack in the medium band (106 participants).
Published 5500 schedule card
Filing strip 432059713 · Oak Hill Capital Management, LLC PY 2022 · 401(k)
Oak Hill Capital 401(k) Plan · $36M · 106 · 85th
- PHOTO $36M
- IND 106
- EOY 85th
- 5500 401(k)
- ASSETS near Douglas Elliman LLC 401(k) Retirement Savings Plan
- PCT ind #7006
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 Finance & Insurance retirement plans → · Plans in Connecticut →
Oak Hill Capital 401(k) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $624K |
| Employer EIN | 432059713 |
| Plan Effective Date | 2022-12-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Hill Capital Management, LLC)
Sponsor-wide plan assets over time
All Oak Hill Capital Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 44.834051975897424% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $36M |
| 2023 | 1 | 58 | $44M |
| 2024 | 1 | 51 | $52M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Oak Hill Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Douglas Elliman LLC 401(k) Retirement Savings Plan in NY ($36M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 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.