Other · DOL Form 5500 · 2023

Longwood at Oakmont, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
270
Participants Below avg headcount
37th
Percentile by assets National rank
$12,246
Avg per participant Low balance/head
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Official DOL plan name: Longwood at Oakmont Retirement Savings Plan · Sponsored by Longwood at Oakmont, Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 270 participants

Longwood at Oakmont, Inc.'s Longwood at Oakmont Retirement Savings Plan reported $3M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,842 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Longwood at Oakmont Retirement Savings Plan covers 270 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#6,842
in Healthcare & Social Assistance (17,684 peers)
-0.8%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Longwood at Oakmont Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Longwood at Oakmont Retirement Savings Plan vs every filed plan by assets

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

$3,306,425 37th percentile higher than 37% 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

Longwood at Oakmont Retirement Savings 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. Longwood at Oakmont Retirement Savings Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Longwood at Oakmont Retirement Savings Plan reported net income rose from -$689K in the plan year 2022 filing to -$25K in the plan year 2023 filing.
  • Longwood at Oakmont Retirement Savings Plan reported participants fell from 361 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232605414 · Longwood at Oakmont, Inc. PY 2023 · Other

Longwood at Oakmont Retirement Savings Plan · $3M · 270 · 37th

  • NET $3M
  • NET 270
  • NET 37th
  • NET Other
  • NET near Section 403(b) Retirement Plan for Employees of Clayton Health Systems
  • NET ind #6842

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 Pennsylvania →

Longwood at Oakmont Retirement Savings Plan in the asset neighbourhood

Longwood at Oakmont Retirement Savings PlanLongwood at Oakmont Retireme…$3MOakhurst Medical Centers 403(b) PlanOakhurst Medical Centers 403…$3MSection 403(b) Retirement Plan for Employees of Clayton Health SystemsSection 403(b) Retirement Pl…$3MCommunity Health Alliance Retirement PlanCommunity Health Alliance Re…$3MUnited Jewish Communities of Metrowest Nj Retirement PlanUnited Jewish Communities of…$3M
End-of-year total assets ($M) among Longwood at Oakmont Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$25K
Employer EIN232605414
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Longwood at Oakmont, Inc.)

Sponsor-wide plan assets over time

All Longwood at Oakmont, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 77.98747461831803% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.33M $5.93M ▲ +78.1%
Year Plans Participants Total Assets
2022 1 361 $3M
2023 1 270 $3M
2024 1 262 $6M

Nearby Other Plans in Pennsylvania

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

Longwood at Oakmont Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Longwood at Oakmont Retirement Savings Plan, Total assets ($B): 0.003306425 · Participants: 270Longwood at Oakmont Retirement Savings PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Longwood at Oakmont Retirement Savings Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Longwood at Oakmont Retirement Savings Plan side-by-side with 3 peers →

Longwood at Oakmont Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Section 403(b) Retirement Plan for Employees of Clayton Health Systems in NM ($3M); by covered participants it is The Taft School 403(b) Retirement Plan in CT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Longwood at Oakmont Retirement Savings Plan assets move in 2023? ▼
Longwood at Oakmont Retirement Savings Plan held essentially flat - down 0.8% during 2023, from $3M to $3M. Reported net income was -$25K.
How have Longwood at Oakmont, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longwood at Oakmont, Inc.'s sponsor-wide assets grew 78.0%, from $3M to $6M.
Which Other plans are similar in size to Longwood at Oakmont Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Section 403(b) Retirement Plan for Employees of Clayton Health Systems in NM ($3M, 85 participants).
Which Other plans cover a similar participant headcount to Longwood at Oakmont Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Taft School 403(b) Retirement Plan in CT (270 participants, $118M 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 232605414.

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.