401(k) · DOL Form 5500 · 2023

Oakmont Country Club 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
150
Participants Small participant base
46th
Percentile by assets National rank
$36,221
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oakmont Country Club 401(k) Plan · Sponsored by Oakmont Country Club · Pennsylvania · Arts, Entertainment & Recreation

$5M in assets, 150 participants

Oakmont Country Club's Oakmont Country Club 401(k) Plan reported $5M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,933 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Pennsylvania

Oakmont Country Club 401(k) Plan covers 150 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#1,933
in Arts, Entertainment & Recreation (2,945 peers)
+22.2%
assets growth YoY

Oakmont Country Club 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Oakmont Country Club 401(k) Plan vs every filed plan by assets

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

$5,433,216 46th percentile higher than 46% 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

Oakmont Country Club 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakmont Country Club 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakmont Country Club 401(k) Plan reported net income rose from -$588K in the plan year 2022 filing to $989K in the plan year 2023 filing.
  • Oakmont Country Club 401(k) Plan reported participants rose from 117 in the plan year 2022 filing to 150 in the plan year 2023 filing.
  • Oakmont Country Club 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 250699130 · Oakmont Country Club PY 2023 · 401(k)

Oakmont Country Club 401(k) Plan · $5M · 150 · 46th

  • BOY $5M
  • BOY 150
  • BOY 46th
  • BOY 401(k)
  • BOY near United Way of Long Island Employees' Retirement Plan
  • BOY ind #1933

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 Pennsylvania →

Oakmont Country Club 401(k) Plan in the asset neighbourhood

Oakmont Country Club 401(k) PlanOakmont Country Club 401(k) …$5MUnited Way of Long Island Employees' Retirement PlanUnited Way of Long Island Em…$5MOne 401(k) Plan$5MWoolverton Printing Company 401(k) Retirement PlanWoolverton Printing Company …$5MAdcellerant 401(k) Plan$5M
End-of-year total assets ($M) among Oakmont Country Club 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$989K
Employer EIN250699130
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakmont Country Club)

Sponsor-wide plan assets over time

All Oakmont Country Club plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.029810584669935% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.44M $5.78M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 117 $4M
2023 1 150 $5M
2024 1 141 $6M

Nearby 401(k) Plans in Pennsylvania

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

Oakmont Country Club 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Oakmont Country Club 401(k) Plan, Total assets ($B): 0.005433216 · Participants: 150Oakmont Country Club 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Oakmont Country Club 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Oakmont Country Club 401(k) Plan side-by-side with 3 peers →

Oakmont Country Club 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is United Way of Long Island Employees' Retirement Plan in NY ($5M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Oakmont Country Club 401(k) Plan assets move in 2023? ▼
Oakmont Country Club 401(k) Plan grew sharply - up 22.2% during 2023, from $4M to $5M. Reported net income was $989K.
How have Oakmont Country Club plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakmont Country Club's sponsor-wide assets grew 30.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Oakmont Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Way of Long Island Employees' Retirement Plan in NY ($5M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Oakmont Country Club 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250699130.

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.