401(k) · DOL Form 5500 · 2023

Oak View Group, LLC 401(k) Plan

Data updated 2026-08-11

$125M
Total assets
21,250
Participants
93rd
Percentile by assets
$5,899
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$125M
total plan assets (2023 EOY)
21,250
covered participants
93rd
percentile by assets (of 127,072 plans)
$5,899
avg assets per participant

Where Oak View Group 401(k) Plan sits 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

This plan $0 $2,010,000,000 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

State
Pennsylvania
Industry
Management of Enterprises

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Oak View Group 401(k) Plan reports 21,250 participants - 26x that state average ($125M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$125M
Net Income$30M
Employer EIN371786932
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak View Group, LLC)

$-100M$0M$100M$200M$300M 202220232024 $9.49M $187M ▲ +1867.4%
Total plan assets by year, all Oak View Group, LLC plans on file
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.

Oak View Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -505101520 Total assets ($B) Participants Oak View Group 401(k…, Total assets ($B): 0.125359827 · Participants: 21250Oak View Group 401(k…Comcast Corporation …, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation …Cigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirem…, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirem…The PNC Financial Se…, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Se…The Bank of New York…, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York…
Oak View Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Oak View Group 401(k) Plan side-by-side with 3 peers →

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Oak View Group 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Oak View Group 401(k) Plan assets move in 2023? ▼
Oak View Group 401(k) Plan surged - up 31.7% during 2023, from $95M to $125M. Reported net income was $30M.
How have Oak View Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak View Group, LLC's sponsor-wide assets grew 1868.0%, from $9M to $187M.
Where does Oak View Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Oak View Group 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Oak View Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Tsubaki Holdings, Inc. Retirement Plan in IL ($125M, 684 participants).

Next read for Oak View Group 401(k) Plan

Filing takeaways

Ways to act on Oak View Group 401(k) Plan's numbers.

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.

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.