Other · DOL Form 5500 · 2023

Oatlands, Inc. Retirement Plan

Data updated 2026-08-25

$50K
Total assets Small plan by assets
3
Participants Small participant base
4th
Percentile by assets National rank
$16,692
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oatlands, Inc. 403(b) Plan · Sponsored by Oatlands, Inc. · Virginia · Arts, Entertainment & Recreation

$50K in assets, 3 participants

Oatlands, Inc.'s Oatlands, Inc. 403(b) Plan reported $50K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #289 in Arts, Entertainment & Recreation (2,945 peers)

Oatlands, Inc. multi-year trail

Oatlands, Inc.'s plans moved -13.1% in assets from 2022 to 2023; this filing shows Oatlands, Inc. 403(b) Plan at $50K / 3 participants.

#289
in Arts, Entertainment & Recreation (2,945 peers)
-13.1%
assets change YoY

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oatlands, Inc. 403(b) Plan among the smaller filed plans by assets

Oatlands, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$50,076 4th percentile higher than 4% of 127,068 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 2023

Oatlands, Inc. 403(b) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oatlands, Inc. 403(b) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oatlands, Inc. 403(b) Plan reported net income rose from -$72K in the plan year 2022 filing to -$8K in the plan year 2023 filing.
  • Oatlands, Inc. 403(b) Plan end-of-year assets fell from $58K in the plan year 2022 filing to $50K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541118635 · Oatlands, Inc. PY 2023 · Other

Oatlands, Inc. 403(b) Plan · $50K · 3 · 4th

  • PART $50K
  • PART 3
  • PART 4th
  • PART Other
  • PART near Employee Benefits Plan of Diane & C W Sanderson III Ptr
  • PART ind #289

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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →

Oatlands, Inc. 403(b) Plan in the asset neighbourhood

Comtrea, Inc. 403(b) Retirement PlanComtrea, Inc. 403(b) Retirem…$55KOatlands, Inc. 403(b) Plan$50KEmployee Benefits Plan of Diane & C W Sanderson III PtrEmployee Benefits Plan of Di…$50KMorrow Valley Ranch Investment PlanMorrow Valley Ranch Investme…$50KGodfrey Memorial Library Tax Deferred Annuity PlanGodfrey Memorial Library Tax…$51K
End-of-year total assets ($M) among Oatlands, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oatlands, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oatlands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50K 13.05797176936299% vs 2022
2023 filing year
$0.05M$0.05M$0.06M$0.06M$0.07M 20222023 $0.06M $0.05M ▼ -16.7%
Year Plans Participants Total Assets
2022 1 3 $58K
2023 1 3 $50K

Oatlands, Inc. filing trail (2023)

Total Assets (Beginning of Year)$58K
Net Assets (End of Year)$50K
Net Income-$8K
Employer EIN541118635
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Oatlands, Inc. 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Oatlands, Inc. 403(b) Plan, Total assets ($B): 0.000050076 · Participants: 3Oatlands, Inc. 403(b) PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Oatlands, Inc. 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants

Oatlands, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Employee Benefits Plan of Diane & C W Sanderson III Ptr in TN ($50K); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oatlands, Inc. 403(b) Plan assets move in 2023?
Oatlands, Inc. 403(b) Plan pulled back noticeably - down 13.1% during 2023, from $58K to $50K. Reported net income was -$8K.
How have Oatlands, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Oatlands, Inc.'s sponsor-wide assets declined 13.1%, from $58K to $50K.
Where does Oatlands, Inc. 403(b) Plan rank by assets among Form 5500 filers?
Oatlands, Inc. 403(b) Plan ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Oatlands, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Employee Benefits Plan of Diane & C W Sanderson III Ptr in TN ($50K, 1 participant).
Which Other plans cover a similar participant headcount to Oatlands, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Single K in IL (3 participants, $311K in assets).