401(k) · DOL Form 5500 · 2022

Oakmont Management Group LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
2,732
Participants Above avg headcount
68th
Percentile by assets National rank
$4,189
Avg per participant Low balance/head
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Official DOL plan name: Oakmont Management Group LLC 401(k) Plan · Sponsored by Oakmont Management Group LLC · California · Healthcare & Social Assistance

$11M in assets, 2,732 participants

Oakmont Management Group LLC's Oakmont Management Group LLC 401(k) Plan reported $11M in total assets and 2,732 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,601 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Oakmont Management Group LLC 401(k) Plan covers 2,732 participants in California, 4.3x the typical California plan (state average ~630 per filing). Assets: $11M.

#14,601
in Healthcare & Social Assistance (20,060 peers)
+24.4%
assets growth YoY

Oakmont Management Group LLC 401(k) Plan's outsized position by total assets

Oakmont Management Group LLC 401(k) Plan vs every filed plan by assets

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

$11,443,661 Top 32% higher than 68% 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

Oakmont Management Group LLC 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. Oakmont Management Group LLC 401(k) Plan lands in the large band (2,732 participants).

Plan-year Form 5500 strip

Filing strip 461228206 · Oakmont Management Group LLC PY 2022 · 401(k)

Oakmont Management Group LLC 401(k) Plan · $11M · 2,732 · 68th

  • BOY $11M
  • SCH 2,732
  • EBSA 68th
  • PART 401(k)
  • TYPE near Hewlett Automotive Employee Retirement Plan
  • NET ind #14601

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 California →

Oakmont Management Group LLC 401(k) Plan in the asset neighbourhood

Oakmont Management Group LLC 401(k) PlanOakmont Management Group LLC…$11MHewlett Automotive Employee Retirement PlanHewlett Automotive Employee …$11MFirst National Bank of Moose Lake Profit Sharing and ESOP PlanFirst National Bank of Moose…$11MAutomated Building Systems, Inc. 401(k) Profit Sharing PlanAutomated Building Systems, …$11MOhio Valley Electrical Services, Inc. 401(k) Retirement PlanOhio Valley Electrical Servi…$11M
End-of-year total assets ($M) among Oakmont Management Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN461228206
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakmont Management Group LLC)

Sponsor-wide plan assets over time

All Oakmont Management Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 180.72249780904906% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $11.4M $32.1M ▲ +180.8%
Year Plans Participants Total Assets
2022 1 2,732 $11M
2023 1 4,395 $21M
2024 1 6,699 $32M

Nearby 401(k) Plans in California

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

Oakmont Management Group LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oakmont Management Group LLC 401(k) Plan, Total assets ($B): 0.011443661 · Participants: 2732Oakmont Management Group LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Oakmont Management Group LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oakmont Management Group LLC 401(k) Plan side-by-side with 3 peers →

Oakmont Management Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hewlett Automotive Employee Retirement Plan in TX ($11M); by covered participants it is Rpc 401(k) Plan in GA (2,732 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,732 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 Oakmont Management Group LLC 401(k) Plan assets move in 2022? ▼
Oakmont Management Group LLC 401(k) Plan grew sharply - up 24.4% during 2022, from $9M to $11M. Reported net income was $2M.
How have Oakmont Management Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakmont Management Group LLC's sponsor-wide assets grew 180.7%, from $11M to $32M.
Which 401(k) plans are similar in size to Oakmont Management Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hewlett Automotive Employee Retirement Plan in TX ($11M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Oakmont Management Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rpc 401(k) Plan in GA (2,732 participants, $182M 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 461228206.

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.