401(k) · DOL Form 5500 · 2023

Oakmont Management Group LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
4,395
Participants Above avg headcount
73rd
Percentile by assets National rank
$4,760
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oakmont Management Group LLC 401(k) Plan · Sponsored by Oakmont Management Group LLC · California · Healthcare & Social Assistance

$21M in assets, 4,395 participants

Oakmont Management Group LLC's Oakmont Management Group LLC 401(k) Plan reported $21M in total assets and 4,395 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,740 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Oakmont Management Group LLC 401(k) Plan covers 4,395 participants in California, 7.0x the typical California plan (state average ~630 per filing). Assets: $21M.

#13,740
in Healthcare & Social Assistance (17,684 peers)
+82.8%
assets growth YoY

Oakmont Management Group LLC 401(k) Plan's outsized position by total assets

Oakmont Management Group LLC 401(k) Plan vs every filed plan by assets

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

$20,918,856 Top 27% higher than 73% 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

Oakmont Management Group LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakmont Management Group LLC 401(k) Plan lands in the large band (4,395 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakmont Management Group LLC 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Oakmont Management Group LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Oakmont Management Group LLC 401(k) Plan reported participants rose from 2,732 in the plan year 2022 filing to 4,395 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461228206 · Oakmont Management Group LLC PY 2023 · 401(k)

Oakmont Management Group LLC 401(k) Plan · $21M · 4,395 · 73rd

  • BOY $21M
  • BOY 4,395
  • BOY 73rd
  • BOY 401(k)
  • BOY near Wisconsin Reinsurance Corporation Profit Sharing Plan
  • BOY ind #13740

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 California →

Oakmont Management Group LLC 401(k) Plan in the asset neighbourhood

Oakmont Management Group LLC 401(k) PlanOakmont Management Group LLC…$21MWisconsin Reinsurance Corporation Profit Sharing PlanWisconsin Reinsurance Corpor…$21MPremier Radiology, Inc. 401(k) Profit Sharing PlanPremier Radiology, Inc. 401(…$21MPierce Aluminum Co., Inc. 401(k) & Profit Sharing PlanPierce Aluminum Co., Inc. 40…$21MStevens Companies 401(k) Plan & TrustStevens Companies 401(k) Pla…$21M
End-of-year total assets ($M) among Oakmont Management Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$21M
Net Income$9M
Employer EIN461228206
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakmont Management Group LLC)

Sponsor-wide plan assets over time

All Oakmont Management Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 180.72249780904906% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $11.4M $32.1M ▲ +180.8%
Year Plans Participants Total Assets
2022 1 2,732 $11M
2023 1 4,395 $21M
2024 1 6,699 $32M

Nearby 401(k) Plans in California

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

Oakmont Management Group LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oakmont Management Group LLC 401(k) Plan, Total assets ($B): 0.020918856 · Participants: 4395Oakmont Management Group LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Oakmont Management Group LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oakmont Management Group LLC 401(k) Plan side-by-side with 3 peers →

Oakmont Management Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wisconsin Reinsurance Corporation Profit Sharing Plan in WI ($21M); by covered participants it is Corvel Incentive Savings Plan in OR (4,391 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,395 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 Oakmont Management Group LLC 401(k) Plan assets move in 2023? ▼
Oakmont Management Group LLC 401(k) Plan surged - up 82.8% during 2023, from $11M to $21M. Reported net income was $9M.
How have Oakmont Management Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakmont Management Group LLC's sponsor-wide assets grew 180.7%, from $11M to $32M.
Which 401(k) plans are similar in size to Oakmont Management Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wisconsin Reinsurance Corporation Profit Sharing Plan in WI ($21M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Oakmont Management Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Corvel Incentive Savings Plan in OR (4,391 participants, $228M 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 461228206.

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.