401(k) · DOL Form 5500 · 2022
Oak Terrace Senior Communities 401(k) Plan 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $43,428
- Avg per participant Low balance/head
Official DOL plan name: Oak Terrace Senior Communities 401(k) Plan · Sponsored by Oak Terrace Senior Communities 401(k) Plan · Minnesota · Healthcare & Social Assistance
$2M in assets, 46 participants
Oak Terrace Senior Communities 401(k) Plan's Oak Terrace Senior Communities 401(k) Plan reported $2M in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #6,976 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Oak Terrace Senior Communities 401(k) Plan contracted severely 36.4% in 2022 ($3M → $2M) for 46 participants.
- #6,976
- in Healthcare & Social Assistance (20,060 peers)
- -36.4%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oak Terrace Senior Communities 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Oak Terrace Senior Communities 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,997,673 34th percentile higher than 34% 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
Oak Terrace Senior Communities 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Terrace Senior Communities 401(k) Plan is a small filing (46 participants) on this national headcount ladder.
DOL schedule card
Filing strip 260624074 · Oak Terrace Senior Communities 401(k) Plan PY 2022 · 401(k)
Oak Terrace Senior Communities 401(k) Plan · $2M · 46 · 34th
- ASSETS $2M
- PCT 46
- EIN 34th
- RANK 401(k)
- PHOTO near Quaker Equities, Ltd 401(k) Plan for Union Members
- IND ind #6976
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 Minnesota →
Oak Terrace Senior Communities 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$1M |
| Employer EIN | 260624074 |
| Plan Effective Date | 2007-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Oak Terrace Senior Communities 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Quaker Equities, Ltd 401(k) Plan for Union Members in NY ($2M); by covered participants it is West Coast Mobile Home Parks 401(k) Profit Sharing Plan & Trust in CA (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (46 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.