401(k) · DOL Form 5500 · 2022
Oak Crest Village, Inc. 401(k) Plan
Data updated 2026-08-25
- $215M
- Total assets Near avg plan size
- 10,526
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $20,423
- Avg per participant Low balance/head
Official DOL plan name: Erickson Community 401(k) Plan · Sponsored by Oak Crest Village, Inc. · Maryland · Healthcare & Social Assistance
$215M in assets, 10,526 participants
Oak Crest Village, Inc.'s Erickson Community 401(k) Plan reported $215M in total assets and 10,526 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #19,335 in Healthcare & Social Assistance (20,060 peers)
Coverage in Maryland
Erickson Community 401(k) Plan covers 10,526 participants in Maryland, 11x the typical Maryland plan (state average ~929 per filing). Assets: $215M.
- #19,335
- in Healthcare & Social Assistance (20,060 peers)
- -11.5%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Erickson Community 401(k) Plan's outsized position by total assets
Erickson Community 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$214,975,590 Top 4% higher than 96% 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
Erickson Community 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erickson Community 401(k) Plan is a mega filing (10,526 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 521874053 · Oak Crest Village, Inc. PY 2022 · 401(k)
Erickson Community 401(k) Plan · $215M · 10,526 · 96th
- VS-ST $215M
- VS-ST 10,526
- VS-ST 96th
- VS-ST 401(k)
- VS-ST near Whataburger 401(k) Savings Plan
- VS-ST ind #19335
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 Maryland →
Erickson Community 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $243M |
|---|---|
| Net Assets (End of Year) | $215M |
| Net Income | -$28M |
| Employer EIN | 521874053 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Crest Village, Inc.)
Sponsor-wide plan assets over time
All Oak Crest Village, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $295M 37.081287228936084% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,526 | $215M |
| 2023 | 1 | 11,301 | $260M |
| 2024 | 1 | 11,730 | $295M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Scale composition for Erickson Community 401(k) Plan
Erickson Community 401(k) Plan reports $215M in end-of-year assets across 10,526 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $20,423 per participant (15% of the national average assets-per-participant) . Net income for plan year 2022 was -$28M.
This plan identity (EIN 521874053, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $215M to $295M (+37.1%) while covered participants moved from 10,526 to 11,730 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,526 | $215M | This page |
| 2023 | 11,301 | $260M | Open filing |
| 2024 · index core | 11,730 | $295M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Erickson Community 401(k) Plan (401(k), $295M, 11,730 participants)
Erickson Community 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Whataburger 401(k) Savings Plan in TX ($215M); by covered participants it is Oshkosh Corporation and Affiliates Tax Deferred Investment Plan in WI (10,525 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($215M here).
- Whataburger 401(k) Savings Plan (TX) $215M · 36,855
- Halma Holdings Inc. Profit Sharing/Savings Retirement Plan (FL) $215M · 2,299
- Thrifty Payless, Inc. 401(k) Retirement Savings Plan for Collective Bargaining Pharmacists (PA) $215M · 825
- Wagner Equipment Co. Retirement Savings Plan (CO) $215M · 1,405
Similar participant headcount
Nearest other-state filings by covered participants (10,526 participants); asset peers above are excluded.
- Oshkosh Corporation and Affiliates Tax Deferred Investment Plan (WI) 10,525 · 1 off
- Kinder Morgan Savings Plan (TX) 10,523 · 3 off
- Unifirst Retirement Savings Plan (MA) 10,533 · 7 off
- The Finish Line, Inc. Profit Sharing and 401(k) Plan (IN) 10,519 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.