401(k) · DOL Form 5500 · 2022

Oaks Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,446
Participants Near avg headcount
39th
Percentile by assets National rank
$1,922
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oaks Senior Living 401(k) Plan · Sponsored by Oaks Senior Living, LLC · Georgia · Healthcare & Social Assistance

$3M in assets, 1,446 participants

Oaks Senior Living, LLC's Oaks Senior Living 401(k) Plan reported $3M in total assets and 1,446 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,448 in Healthcare & Social Assistance (20,060 peers)

Oaks Senior Living, LLC multi-year trail

Oaks Senior Living, LLC's plans moved +76.0% in assets from 2022 to 2024; this filing shows Oaks Senior Living 401(k) Plan at $3M / 1,446 participants.

#8,448
in Healthcare & Social Assistance (20,060 peers)
+6.7%
assets growth YoY

Oaks Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oaks Senior Living 401(k) Plan vs every filed plan by assets

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

$2,778,959 39th percentile higher than 39% 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

Oaks Senior Living 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oaks Senior Living 401(k) Plan lands in the large band (1,446 participants).

Form 5500 schedule snapshot

Filing strip 260589951 · Oaks Senior Living, LLC PY 2022 · 401(k)

Oaks Senior Living 401(k) Plan · $3M · 1,446 · 39th

  • RANK $3M
  • PHOTO 1,446
  • IND 39th
  • EOY 401(k)
  • 5500 near Cincinnati Ballet Retirement Savings Plan
  • ASSETS ind #8448

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Oaks Senior Living 401(k) Plan in the asset neighbourhood

Oaks Senior Living 401(k) PlanOaks Senior Living 401(k) Pl…$3MCincinnati Ballet Retirement Savings PlanCincinnati Ballet Retirement…$3MBlume Capital Management, Inc. Profit Sharing/401(k) PlanBlume Capital Management, In…$3MGrunt Style, LLC 401(k) Profit Sharing PlanGrunt Style, LLC 401(k) Prof…$3MRed Pointe Roofing 401(k) PlanRed Pointe Roofing 401(k) Pl…$3M
End-of-year total assets ($M) among Oaks Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oaks Senior Living, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oaks Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 76.03458705220191% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.78M $4.89M ▲ +75.9%
Year Plans Participants Total Assets
2022 1 1,446 $3M
2023 1 1,133 $4M
2024 1 1,075 $5M

Oaks Senior Living, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$174K
Employer EIN260589951
Plan Effective Date2009-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Oaks Senior Living 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Oaks Senior Living 401(k) Plan, Total assets ($B): 0.002778959 · Participants: 1446Oaks Senior Living 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Oaks Senior Living 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Oaks Senior Living 401(k) Plan side-by-side with 3 peers →

Oaks Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Cincinnati Ballet Retirement Savings Plan in OH ($3M); by covered participants it is Food Concepts International, LP 401(k) Plan in TX (1,446 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,446 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 Oaks Senior Living 401(k) Plan assets move in 2022? ▼
Oaks Senior Living 401(k) Plan grew at a solid clip - up 6.7% during 2022, from $3M to $3M. Reported net income was $174K.
How have Oaks Senior Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaks Senior Living, LLC's sponsor-wide assets grew 76.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Oaks Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cincinnati Ballet Retirement Savings Plan in OH ($3M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Oaks Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Food Concepts International, LP 401(k) Plan in TX (1,446 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260589951.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.