Other · DOL Form 5500 · 2024
Oak Spring Garden LLC Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $110,185
- Avg per participant Below avg balance/head
Official DOL plan name: Oak Spring Garden, LLC 403(b) Plan · Sponsored by Oak Spring Garden LLC · Virginia · Arts, Entertainment & Recreation
$7M in assets, 68 participants
Oak Spring Garden LLC's Oak Spring Garden, LLC 403(b) Plan reported $7M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #1,992 in Arts, Entertainment & Recreation (2,921 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 / 68 participants.
- #1,992
- in Arts, Entertainment & Recreation (2,921 peers)
- +3.3%
- 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 2024 · DOL Form 5500
$7,492,590 Top 50% higher than 50% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oak Spring Garden, LLC 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 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 (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oak Spring Garden, LLC 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $241K in the plan year 2024 filing.
- Oak Spring Garden, LLC 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Oak Spring Garden, LLC 403(b) Plan reported participants rose from 67 in the plan year 2023 filing to 68 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 364802602 · Oak Spring Garden LLC PY 2024 · Other
Oak Spring Garden, LLC 403(b) Plan · $7M · 68 · 50th
- NET $7M
- NET 68
- NET 50th
- NET Other
- NET near House of Ruth Retirement and Employee Savings Plan
- NET ind #1992
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 54 | $6M |
| 2023 | 1 | 67 | $7M |
| 2024 | 1 | 68 | $7M |
Oak Spring Garden LLC filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $241K |
| Employer EIN | 364802602 |
| Plan Effective Date | 2015-04-09 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
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 House of Ruth Retirement and Employee Savings Plan in MD ($7M); by covered participants it is Oregon Museum of Science and Industry Retirement Plan in OR (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.