401(k) · DOL Form 5500 · 2022
Oak Crest Village, Inc. 401(k) Plan
Data updated 2026-08-11
- $215M
- Total assets
- 10,526
- Participants
- 96th
- Percentile by assets
- $20,423
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $215M
- total plan assets (2022 EOY)
- 10,526
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $20,423
- avg assets per participant
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.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Erickson Community 401(k) Plan reports 10,526 participants - 11x that state average ($215M EOY assets).
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.)
| 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.
Erickson Community 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Erickson Community 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Erickson Community 401(k) Plan assets move in 2022? ▼
How have Oak Crest Village, Inc. plan assets changed over time? ▼
Where does Erickson Community 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Erickson Community 401(k) Plan? ▼
Next read for Erickson Community 401(k) Plan
Filing takeaways
Ways to act on Erickson Community 401(k) Plan's numbers.
- By total assets, Erickson Community 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
- Oak Crest Village, Inc.'s sponsor-wide assets have grown 37.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans