401(k) · DOL Form 5500 · 2023
Oak Crest Village, Inc. 401(k) Plan
Data updated 2026-08-25
- $260M
- Total assets Near avg plan size
- 11,301
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $22,986
- Avg per participant Low balance/head
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.
- #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.
- #16,996
- in Healthcare & Social Assistance (17,684 peers)
- +20.8%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Erickson Community 401(k) Plan's outsized position by total assets
Erickson Community 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$259,763,142 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Erickson Community 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erickson Community 401(k) Plan is a mega filing (11,301 participants), the rightmost band on the breakdown.
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.
Published 5500 schedule card
Filing strip 521874053 · Oak Crest Village, Inc. PY 2023 · 401(k)
Erickson Community 401(k) Plan · $260M · 11,301 · 96th
- RANK $260M
- RANK 11,301
- RANK 96th
- RANK 401(k)
- RANK near Sallie Mae 401(k) Savings Plan
- RANK ind #16996
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 Maryland →
Erickson Community 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Oak Crest Village, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $295M 37.081287228936084% vs 2022
- 2024 filing year
| 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.
- 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)
Erickson Community 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Sallie Mae 401(k) Savings Plan in DE ($260M); by covered participants it is American Business Institute Co 401(k) Profit Sharing Plan & Trust in NY (11,306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($260M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (11,301 participants); asset peers above are excluded.
- American Business Institute Co 401(k) Profit Sharing Plan & Trust (NY) 11,306 · 5 off
- The Platinum 401(k) Retirement Savings Plan (FL) 11,292 · 9 off
- Sonoco Retirement & Savings Plan (SC) 11,311 · 10 off
- Prospect Medical Retirement Savings Plan a (CA) 11,285 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.