Other · DOL Form 5500 · 2023

Oceana, Inc. Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
143
Participants Small participant base
81st
Percentile by assets National rank
$236,091
Avg per participant Above avg balance/head
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Official DOL plan name: Oceana, Inc. Retirement Plan · Sponsored by Oceana, Inc. · District of Columbia · Other Services

$34M in assets, 143 participants

Oceana, Inc.'s Oceana, Inc. Retirement Plan reported $34M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,123 in Other Services (7,857 peers)

Coverage in District of Columbia

Oceana, Inc. Retirement Plan covers 143 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $34M.

#7,123
in Other Services (7,857 peers)
+26.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Oceana, Inc. Retirement Plan's outsized position by total assets

Oceana, Inc. Retirement Plan vs every filed plan by assets

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

$33,761,027 Top 19% higher than 81% 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

Oceana, Inc. Retirement 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. Oceana, Inc. Retirement Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oceana, Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Oceana, Inc. Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Oceana, Inc. Retirement Plan reported participants rose from 138 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510401308 · Oceana, Inc. PY 2023 · Other

Oceana, Inc. Retirement Plan · $34M · 143 · 81st

  • RANK $34M
  • RANK 143
  • RANK 81st
  • RANK Other
  • RANK near Garrison Forest School Tax Sheltered Annuity Savings Plan
  • RANK ind #7123

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 Other Services retirement plans → · Plans in District of Columbia →

Oceana, Inc. Retirement Plan in the asset neighbourhood

Aspire Employees' Retirement PlanAspire Employees' Retirement…$34MThe Musical Arts Association 403(b) Retirement PlanThe Musical Arts Association…$34MGarrison Forest School Tax Sheltered Annuity Savings PlanGarrison Forest School Tax S…$34MOceana, Inc. Retirement Plan$34MKeystone College 403(b) Retirement PlanKeystone College 403(b) Reti…$34M
End-of-year total assets ($M) among Oceana, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN510401308
Plan Effective Date2001-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oceana, Inc.)

Sponsor-wide plan assets over time

All Oceana, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 47.18058471487419% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $26.6M $39.2M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 138 $27M
2023 1 143 $34M
2024 1 138 $39M

Nearby Other Plans in District of Columbia

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

Oceana, Inc. Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants Oceana, Inc. Retirement Plan, Total assets ($B): 0.033761027 · Participants: 143Oceana, Inc. Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
Oceana, Inc. Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Oceana, Inc. Retirement Plan side-by-side with 3 peers →

Oceana, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Garrison Forest School Tax Sheltered Annuity Savings Plan in MD ($34M); by covered participants it is The Fay School Defined Contribution Retirement Plan in MA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Oceana, Inc. Retirement Plan assets move in 2023? ▼
Oceana, Inc. Retirement Plan grew sharply - up 26.7% during 2023, from $27M to $34M. Reported net income was $7M.
How have Oceana, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oceana, Inc.'s sponsor-wide assets grew 47.2%, from $27M to $39M.
Where does Oceana, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Oceana, Inc. Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oceana, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Garrison Forest School Tax Sheltered Annuity Savings Plan in MD ($34M, 206 participants).
Which Other plans cover a similar participant headcount to Oceana, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Fay School Defined Contribution Retirement Plan in MA (143 participants, $35M 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 510401308.

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.