401(k) · DOL Form 5500 · 2023
Oak Crest Village, Inc. 401(k) Plan
Data updated 2026-08-11
- $260M
- Total assets
- 11,301
- Participants
- 96th
- Percentile by assets
- $22,986
- Avg per participant
Official DOL plan name: Erickson Community 401(k) Plan · Sponsored by Oak Crest Village, Inc. · Maryland · Healthcare & Social Assistance
$260M in assets, 11,301 participants
Oak Crest Village, Inc.'s Erickson Community 401(k) Plan reported $260M in total assets and 11,301 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #16,996 in Healthcare & Social Assistance (17,684 peers)
Coverage in Maryland
Erickson Community 401(k) Plan covers 11,301 participants in Maryland, 12x the typical Maryland plan (state average ~929 per filing). Assets: $260M.
- $260M
- total plan assets (2023 EOY)
- 11,301
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $22,986
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Erickson Community 401(k) Plan reported net income rose from -$28M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Erickson Community 401(k) Plan end-of-year assets rose from $215M in the plan year 2022 filing to $260M in the plan year 2023 filing.
- Erickson Community 401(k) Plan reported participants rose from 10,526 in the plan year 2022 filing to 11,301 in the plan year 2023 filing.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Erickson Community 401(k) Plan reports 11,301 participants - 12x that state average ($260M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $215M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | $45M |
| Employer EIN | 521874053 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Crest Village, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,526 | $215M |
| 2023 | 1 | 11,301 | $260M |
| 2024 | 1 | 11,730 | $295M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Erickson Community 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Scale composition for Erickson Community 401(k) Plan
Erickson Community 401(k) Plan reports $260M in end-of-year assets across 11,301 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $22,986 per participant (17% of the national average assets-per-participant) . Net income for plan year 2023 was $45M.
This plan identity (EIN 521874053, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $215M to $295M (+37.1%) while covered participants moved from 10,526 to 11,730 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,526 | $215M | Open filing |
| 2023 | 11,301 | $260M | This page |
| 2024 · index core | 11,730 | $295M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Erickson Community 401(k) Plan (401(k), $295M, 11,730 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Erickson Community 401(k) Plan by total assets, not by location.
- Sallie Mae 401(k) Savings Plan (DE) $260M · 1,653
- Winco Foods 401(k) Plan (ID) $260M · 20,986
- Smith & Wesson Brands, Inc. Profit Sharing and Investment Plan (TN) $260M · 1,587
- Cleveland Brothers Retirement Plan (PA) $260M · 1,038
Frequently Asked Questions
How did Erickson Community 401(k) Plan assets move in 2023? ▼
How have Oak Crest Village, Inc. plan assets changed over time? ▼
Where does Erickson Community 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Erickson Community 401(k) Plan? ▼
Next read for Erickson Community 401(k) Plan
Filing takeaways
Ways to act on Erickson Community 401(k) Plan's numbers.
- By total assets, Erickson Community 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Maryland. Compare plans
- Oak Crest Village, Inc.'s sponsor-wide assets have grown 37.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans