OAK VIEW GROUP 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
OAK VIEW GROUP, LLC
This 401(k) plan holds $125M in total assets and serves 21,250 participants as of 2023. It is sponsored by OAK VIEW GROUP, LLC in Pennsylvania. The plan reported positive net income of $30M for the year.
What the Filing Says About OAK VIEW GROUP 401(K) PLAN
OAK VIEW GROUP 401(K) PLAN is a 401(k) retirement plan sponsored by OAK VIEW GROUP, LLC, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $125M in total end-of-year assets and covers 21,250 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 371786932, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $95M at the beginning of 2023 to $125M at year-end — a gain of 31.7%. Net assets (after liabilities) closed the year at $125M, with reported net income of $30M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $95M |
| Total Assets (End of Year) | $125M |
| Net Assets (End of Year) | $125M |
| Net Income | $30M |
| Plan Type | 401(k) |
| Employer EIN | 371786932 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OAK VIEW GROUP, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,059 | $9M |
| 2023 | 2 | 23,533 | $135M |
| 2024 | 2 | 23,199 | $187M |
Nearby 401(k) Plans in Pennsylvania
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- THE VANGUARD RETIREMENT AND SAVINGS PLAN $9.8B · 18,200
- THE BANK OF NEW YORK MELLON CORPORATION 401(K) SAVINGS PLAN $9.0B · 25,184
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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 371786932.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.