Other · DOL Form 5500 · 2023

Oak Spring Garden LLC Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
67
Participants Small participant base
52nd
Percentile by assets National rank
$108,234
Avg per participant Below avg balance/head
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Official DOL plan name: Oak Spring Garden LLC 403(b) Plan · Sponsored by Oak Spring Garden LLC · Virginia · Arts, Entertainment & Recreation

$7M in assets, 67 participants

Oak Spring Garden LLC's Oak Spring Garden LLC 403(b) Plan reported $7M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,055 in Arts, Entertainment & Recreation (2,945 peers)

Oak Spring Garden LLC multi-year trail

Oak Spring Garden LLC's plans moved +24.1% in assets from 2022 to 2024; this filing shows Oak Spring Garden LLC 403(b) Plan at $7M / 67 participants.

#2,055
in Arts, Entertainment & Recreation (2,945 peers)
+20.1%
assets growth YoY

Oak Spring Garden LLC 403(b) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Oak Spring Garden LLC 403(b) Plan vs every filed plan by assets

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

$7,251,683 Top 48% higher than 52% 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 Spring Garden LLC 403(b) 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 Spring Garden LLC 403(b) Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak Spring Garden LLC 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oak Spring Garden LLC 403(b) Plan reported participants rose from 54 in the plan year 2022 filing to 67 in the plan year 2023 filing.
  • Oak Spring Garden LLC 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364802602 · Oak Spring Garden LLC PY 2023 · Other

Oak Spring Garden LLC 403(b) Plan · $7M · 67 · 52nd

  • EOY $7M
  • 5500 67
  • ASSETS 52nd
  • PCT Other
  • EIN near Houston Grand Opera, Inc. 403(b) Plan
  • RANK ind #2055

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 Arts, Entertainment & Recreation retirement plans → · Plans in Virginia →

Oak Spring Garden LLC 403(b) Plan in the asset neighbourhood

Ray Graham Assoc. for People with Disabilities 403b PlanRay Graham Assoc. for People…$7MSouth Peninsula Hospital 403(b) Plan for Union EmployeesSouth Peninsula Hospital 403…$7MOak Spring Garden LLC 403(b) PlanOak Spring Garden LLC 403(b)…$7MHouston Grand Opera, Inc. 403(b) PlanHouston Grand Opera, Inc. 40…$7MWater Missions International 403(b) Retirement PlanWater Missions International…$7M
End-of-year total assets ($M) among Oak Spring Garden LLC 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oak Spring Garden LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oak Spring Garden LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.127823035362216% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $6.04M $7.49M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 54 $6M
2023 1 67 $7M
2024 1 68 $7M

Oak Spring Garden LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN364802602
Plan Effective Date2015-04-09
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Oak Spring Garden LLC 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Oak Spring Garden LLC 403(b) Plan, Total assets ($B): 0.007251683 · Participants: 67Oak Spring Garden LLC 403(b) PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Oak Spring Garden LLC 403(b) Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Oak Spring Garden LLC 403(b) Plan side-by-side with 3 peers →

Oak Spring Garden LLC 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Houston Grand Opera, Inc. 403(b) Plan in TX ($7M); by covered participants it is The Roxbury Latin School 403(b) Retirement Plan in MA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Spring Garden LLC 403(b) Plan assets move in 2023? ▼
Oak Spring Garden LLC 403(b) Plan grew sharply - up 20.1% during 2023, from $6M to $7M. Reported net income was $1M.
How have Oak Spring Garden LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Spring Garden LLC's sponsor-wide assets grew 24.1%, from $6M to $7M.
Which Other plans are similar in size to Oak Spring Garden LLC 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Houston Grand Opera, Inc. 403(b) Plan in TX ($7M, 827 participants).
Which Other plans cover a similar participant headcount to Oak Spring Garden LLC 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Roxbury Latin School 403(b) Retirement Plan in MA (67 participants, $37M 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 364802602.

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.