401(k) · DOL Form 5500 · 2023

Oak Hill Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
58
Participants Small participant base
84th
Percentile by assets National rank
$763,952
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oak Hill Capital 401(k) Plan · Sponsored by Oak Hill Capital Management, LLC · Connecticut · Finance & Insurance

$44M in assets, 58 participants

Oak Hill Capital Management, LLC's Oak Hill Capital 401(k) Plan reported $44M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,728 in Finance & Insurance (8,869 peers)

Where Oak Hill Capital 401(k) Plan sits by assets

Oak Hill Capital 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 58 participants (~$763,952/participant), up 23.3% in 2023.

#6,728
in Finance & Insurance (8,869 peers)
+23.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oak Hill Capital 401(k) Plan's outsized position by total assets

Oak Hill Capital 401(k) Plan vs every filed plan by assets

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

$44,309,198 Top 16% higher than 84% 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

Oak Hill Capital 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Hill Capital 401(k) Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak Hill Capital 401(k) Plan reported net income rose from $624K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Oak Hill Capital 401(k) Plan reported participants fell from 106 in the plan year 2022 filing to 58 in the plan year 2023 filing.
  • Oak Hill Capital 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 432059713 · Oak Hill Capital Management, LLC PY 2023 · 401(k)

Oak Hill Capital 401(k) Plan · $44M · 58 · 84th

  • RANK $44M
  • RANK 58
  • RANK 84th
  • RANK 401(k)
  • RANK near Bellisio Foods, Inc. Retirement Savings Plan
  • RANK ind #6728

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Oak Hill Capital 401(k) Plan in the asset neighbourhood

Oak Hill Capital 401(k) Plan$44MBellisio Foods, Inc. Retirement Savings PlanBellisio Foods, Inc. Retirem…$44MDaily Express, Inc. Employees Retirement & Profit Sharing Plan & TrustDaily Express, Inc. Employee…$44MRialto Associate Services, LLC 401(k) PlanRialto Associate Services, L…$44MFff Enterprises 401(k) Profit Sharing PlanFff Enterprises 401(k) Profi…$44M
End-of-year total assets ($M) among Oak Hill Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$44M
Net Income$8M
Employer EIN432059713
Plan Effective Date2022-12-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Hill Capital Management, LLC)

Sponsor-wide plan assets over time

All Oak Hill Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 44.834051975897424% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.9M $52.1M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 106 $36M
2023 1 58 $44M
2024 1 51 $52M

Nearby 401(k) Plans in Connecticut

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

Oak Hill Capital 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Oak Hill Capital 401(k) Plan, Total assets ($B): 0.044309198 · Participants: 58Oak Hill Capital 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Oak Hill Capital 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Oak Hill Capital 401(k) Plan side-by-side with 3 peers →

Oak Hill Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Bellisio Foods, Inc. Retirement Savings Plan in MN ($44M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Oak Hill Capital 401(k) Plan assets move in 2023? ▼
Oak Hill Capital 401(k) Plan grew sharply - up 23.3% during 2023, from $36M to $44M. Reported net income was $8M.
How have Oak Hill Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Hill Capital Management, LLC's sponsor-wide assets grew 44.8%, from $36M to $52M.
Where does Oak Hill Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Oak Hill Capital 401(k) Plan ranks in the 84th 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 401(k) plans are similar in size to Oak Hill Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bellisio Foods, Inc. Retirement Savings Plan in MN ($44M, 394 participants).
Which 401(k) plans cover a similar participant headcount to Oak Hill Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants, $849K 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 432059713.

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.