401(k) · DOL Form 5500 · 2022
Oak View Group LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 1,059
- Participants Near avg headcount
- 64th
- Percentile by assets National rank
- $8,959
- Avg per participant Low balance/head
Official DOL plan name: Oak View Group LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Oak View Group LLC · Colorado · Professional & Technical Services
$9M in assets, 1,059 participants
Oak View Group LLC's Oak View Group LLC 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 1,059 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #13,465 in Professional & Technical Services (21,562 peers)
Coverage in Colorado
Oak View Group LLC 401(k) Profit Sharing Plan and Trust covers 1,059 participants in Colorado, 2.8x the typical Colorado plan (state average ~376 per filing). Assets: $9M.
- #13,465
- in Professional & Technical Services (21,562 peers)
- +20.2%
- assets growth YoY
Oak View Group LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Oak View Group LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,487,395 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oak View Group LLC 401(k) Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak View Group LLC 401(k) Profit Sharing Plan and Trust lands in the large band (1,059 participants).
EBSA filing schedule strip
Filing strip 371786932 · Oak View Group LLC PY 2022 · 401(k)
Oak View Group LLC 401(k) Profit Sharing Plan and Trust · $9M · 1,059 · 64th
- TYPE $9M
- TYPE 1,059
- TYPE 64th
- TYPE 401(k)
- TYPE near Co-Op 401 (K) Plan
- TYPE ind #13465
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 Professional & Technical Services retirement plans → · Plans in Colorado →
Oak View Group LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 371786932 |
| Plan Effective Date | 2015-01-01 |
| 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 Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Oak View Group LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Co-Op 401 (K) Plan in MT ($9M); by covered participants it is Careoregon, Inc. 401(k) Plan in OR (1,059 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Co-Op 401 (K) Plan (MT) $9M · 204
- Music Reports, Inc. 401(k) Retirement Plan (CA) $9M · 117
- Ivhp 401(k) Retirement Savings Plan (CA) $9M · 111
- Moon Valley Nurseries 401(k) Plan (AZ) $9M · 1,709
Similar participant headcount
Nearest other-state filings by covered participants (1,059 participants); asset peers above are excluded.
- Careoregon, Inc. 401(k) Plan (OR) 1,059 · 0 off
- Pr Management, Corp. Retirement Plan (MA) 1,059 · 0 off
- Ati Restoration, LLC 401(k) Savings & Retirement Plan (CA) 1,059 · 0 off
- I Am Boundless, Inc. 401(k) Profit Sharing Plan (OH) 1,059 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.