401(k) · DOL Form 5500 · 2023
Oak View Group, LLC 401(k) Plan
Data updated 2026-08-25
- $125M
- Total assets Near avg plan size
- 21,250
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $5,899
- Avg per participant Low balance/head
Official DOL plan name: Oak View Group 401(k) Plan · Sponsored by Oak View Group, LLC · Pennsylvania · Management of Enterprises
$125M in assets, 21,250 participants
Oak View Group, LLC's Oak View Group 401(k) Plan reported $125M in total assets and 21,250 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #895 in Management of Enterprises (1,137 peers)
Coverage in Pennsylvania
Oak View Group 401(k) Plan covers 21,250 participants in Pennsylvania, 26x the typical Pennsylvania plan (state average ~822 per filing). Assets: $125M.
- #895
- in Management of Enterprises (1,137 peers)
- +31.7%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Oak View Group 401(k) Plan's outsized position by total assets
Oak View Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$125,359,827 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oak View Group 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak View Group 401(k) Plan is a mega filing (21,250 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 371786932 · Oak View Group, LLC PY 2023 · 401(k)
Oak View Group 401(k) Plan · $125M · 21,250 · 93rd
- EOY $125M
- 5500 21,250
- ASSETS 93rd
- PCT 401(k)
- EIN near U.S. Tsubaki Holdings, Inc. Retirement Plan
- RANK ind #895
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 Management of Enterprises retirement plans → · Plans in Pennsylvania →
Oak View Group 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | $30M |
| Employer EIN | 371786932 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak View Group, LLC)
Sponsor-wide plan assets over time
All Oak View Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $187M 1867.9791660408362% vs 2022
- 2024 filing year
| 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
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Scale composition for Oak View Group 401(k) Plan
Oak View Group 401(k) Plan reports $125M in end-of-year assets across 21,250 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $5,899 per participant (4% of the national average assets-per-participant) . Net income for plan year 2023 was $30M.
This plan identity (EIN 371786932, plan #002) has 2 Form 5500 filings on file from 2023 to 2024 , with end-of-year assets moving from $125M to $176M (+40.5%) while covered participants moved from 21,250 to 22,064 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2023 | 21,250 | $125M | This page |
| 2024 · index core | 22,064 | $176M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Oak View Group 401(k) Plan (401(k), $176M, 22,064 participants)
- Oak View Group LLC 401(k) Profit Sharing Plan and Trust (401(k), $11M, 1,135 participants)
Oak View Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is U.S. Tsubaki Holdings, Inc. Retirement Plan in IL ($125M); by covered participants it is Indeed Recruiting Solutions 401(k) Profit-Sharing Plan Trust in TX (21,265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($125M here).
- U.S. Tsubaki Holdings, Inc. Retirement Plan (IL) $125M · 684
- Mitsubishi Hc Capital America, Inc. 401(k) Plan (CT) $125M · 669
- National Express Safe Harbor 401(k) Plan (IL) $125M · 20,428
- Leupold & Stevens Retirement Savings Plan (OR) $125M · 811
Similar participant headcount
Nearest other-state filings by covered participants (21,250 participants); asset peers above are excluded.
- Indeed Recruiting Solutions 401(k) Profit-Sharing Plan Trust (TX) 21,265 · 15 off
- Engage Peo Retirement Savings Plan (FL) 21,204 · 46 off
- Michaels Stores, Inc. Employees 401(k) Plan (TX) 21,202 · 48 off
- McDonald's Corporation 401(k) Plan (IL) 21,332 · 82 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.