Other · DOL Form 5500 · 2022
Longwood at Oakmont, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 361
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $9,229
- Avg per participant Low balance/head
Official DOL plan name: Longwood at Oakmont Retirement Savings Plan · Sponsored by Longwood at Oakmont, Inc. · Pennsylvania · Healthcare & Social Assistance
$3M in assets, 361 participants
Longwood at Oakmont, Inc.'s Longwood at Oakmont Retirement Savings Plan reported $3M in total assets and 361 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #9,358 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
Longwood at Oakmont Retirement Savings Plan covers 361 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.
- #9,358
- in Healthcare & Social Assistance (20,060 peers)
- -17.1%
- assets change YoY
The plan reported a net loss of $689K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Longwood at Oakmont Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Longwood at Oakmont Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,331,635 42nd percentile higher than 42% 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
Longwood at Oakmont Retirement Savings 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. Longwood at Oakmont Retirement Savings Plan sits mid-pack in the medium band (361 participants).
EBSA filing schedule strip
Filing strip 232605414 · Longwood at Oakmont, Inc. PY 2022 · Other
Longwood at Oakmont Retirement Savings Plan · $3M · 361 · 42nd
- SCH $3M
- EBSA 361
- PART 42nd
- TYPE Other
- NET near Living Independently Forever, Inc. DC Retirement Plan
- BOOK ind #9358
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 Pennsylvania →
Longwood at Oakmont Retirement Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$689K |
| Employer EIN | 232605414 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Longwood at Oakmont, Inc.)
Sponsor-wide plan assets over time
All Longwood at Oakmont, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 77.98747461831803% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 361 | $3M |
| 2023 | 1 | 270 | $3M |
| 2024 | 1 | 262 | $6M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Longwood at Oakmont Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Living Independently Forever, Inc. DC Retirement Plan in MA ($3M); by covered participants it is Southminster Retirement Plan in NC (361 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (361 participants); asset peers above are excluded.
- Southminster Retirement Plan (NC) 361 · 0 off
- Illinois Wesleyan University 403(b) Retirement Plan (IL) 361 · 0 off
- Homebridge 403(b) Plan (CA) 361 · 0 off
- Planned Parenthood 403(b) Plan (CA) 361 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.