401(k) · DOL Form 5500 · 2023

Oaks Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1,133
Participants Near avg headcount
40th
Percentile by assets National rank
$3,403
Avg per participant Low balance/head
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Official DOL plan name: Oaks Senior Living 401(k) Plan · Sponsored by Oaks Senior Living, LLC · Georgia · Healthcare & Social Assistance

$4M in assets, 1,133 participants

Oaks Senior Living, LLC's Oaks Senior Living 401(k) Plan reported $4M in total assets and 1,133 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,424 in Healthcare & Social Assistance (17,684 peers)

Oaks Senior Living, LLC multi-year trail

Oaks Senior Living, LLC's plans moved +76.0% in assets from 2022 to 2024; this filing shows Oaks Senior Living 401(k) Plan at $4M / 1,133 participants.

#7,424
in Healthcare & Social Assistance (17,684 peers)
+38.7%
assets growth YoY

Oaks Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oaks Senior Living 401(k) Plan vs every filed plan by assets

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

$3,855,642 40th percentile higher than 40% 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

Oaks Senior Living 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oaks Senior Living 401(k) Plan lands in the large band (1,133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oaks Senior Living 401(k) Plan reported net income rose from $174K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oaks Senior Living 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Oaks Senior Living 401(k) Plan reported participants fell from 1,446 in the plan year 2022 filing to 1,133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260589951 · Oaks Senior Living, LLC PY 2023 · 401(k)

Oaks Senior Living 401(k) Plan · $4M · 1,133 · 40th

  • BOY $4M
  • SCH 1,133
  • EBSA 40th
  • PART 401(k)
  • TYPE near Miller-Remick 401(k) Profit Sharing Plan
  • NET ind #7424

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 Georgia →

Oaks Senior Living 401(k) Plan in the asset neighbourhood

Oaks Senior Living 401(k) PlanOaks Senior Living 401(k) Pl…$4MMiller-Remick 401(k) Profit Sharing PlanMiller-Remick 401(k) Profit …$4MAllstate Sprinkler 401(k) PlanAllstate Sprinkler 401(k) Pl…$4MSlang Worldwide, Inc. 401(k) PlanSlang Worldwide, Inc. 401(k)…$4M2scribe, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Oaks Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oaks Senior Living, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oaks Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 76.03458705220191% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.78M $4.89M ▲ +75.9%
Year Plans Participants Total Assets
2022 1 1,446 $3M
2023 1 1,133 $4M
2024 1 1,075 $5M

Oaks Senior Living, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN260589951
Plan Effective Date2009-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Oaks Senior Living 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Oaks Senior Living 401(k) Plan, Total assets ($B): 0.003855642 · Participants: 1133Oaks Senior Living 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Oaks Senior Living 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Oaks Senior Living 401(k) Plan side-by-side with 3 peers →

Oaks Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Miller-Remick 401(k) Profit Sharing Plan in NJ ($4M); by covered participants it is The Scoular Company Retirement Savings Plan in NE (1,133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,133 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 Oaks Senior Living 401(k) Plan assets move in 2023? ▼
Oaks Senior Living 401(k) Plan surged - up 38.7% during 2023, from $3M to $4M. Reported net income was $1M.
How have Oaks Senior Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaks Senior Living, LLC's sponsor-wide assets grew 76.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Oaks Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miller-Remick 401(k) Profit Sharing Plan in NJ ($4M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Oaks Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Scoular Company Retirement Savings Plan in NE (1,133 participants, $115M 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 260589951.

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.