401(k) · DOL Form 5500 · 2024

Oak Hill Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
51
Participants Small participant base
85th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Oak Hill Capital 401(k) Plan · Sponsored by Oak Hill Capital Management, LLC · Connecticut · Finance & Insurance

$52M in assets, 51 participants

Oak Hill Capital Management, LLC's Oak Hill Capital 401(k) Plan reported $52M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,514 in Finance & Insurance (8,549 peers)

Where Oak Hill Capital 401(k) Plan sits by assets

Oak Hill Capital 401(k) Plan sits in the top quartile of all filed plans by assets, $52M for 51 participants (~$1.0M/participant), up 17.5% in 2024.

#6,514
in Finance & Insurance (8,549 peers)
+17.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oak Hill Capital 401(k) Plan's outsized position by total assets

Oak Hill Capital 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$52,048,628 Top 15% higher than 85% of 123,620 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 2024

Oak Hill Capital 401(k) 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 Hill Capital 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oak Hill Capital 401(k) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Oak Hill Capital 401(k) Plan reported participants fell from 58 in the plan year 2023 filing to 51 in the plan year 2024 filing.
  • Oak Hill Capital 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 432059713 · Oak Hill Capital Management, LLC PY 2024 · 401(k)

Oak Hill Capital 401(k) Plan · $52M · 51 · 85th

  • ASSETS $52M
  • ASSETS 51
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Rhr International LLP Savings and Retirement Plan
  • ASSETS ind #6514

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Oak Hill Capital 401(k) Plan in the asset neighbourhood

C. D. Smith Construction, Inc. Profit Sharing PlanC. D. Smith Construction, In…$52MLifelong Medical Care 403(b) PlanLifelong Medical Care 403(b)…$52MTripp Scott, P.a. 401(k) Plan$52MOak Hill Capital 401(k) Plan$52MRhr International LLP Savings and Retirement PlanRhr International LLP Saving…$52M
End-of-year total assets ($M) among Oak Hill Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$52M
Net Income$8M
Employer EIN432059713
Plan Effective Date2022-12-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Hill Capital Management, LLC)

Sponsor-wide plan assets over time

All Oak Hill Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 44.834051975897424% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.9M $52.1M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 106 $36M
2023 1 58 $44M
2024 1 51 $52M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oak Hill Capital 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Oak Hill Capital 401(k) Plan, Total assets ($B): 0.052048628 · Participants: 51Oak Hill Capital 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Oak Hill Capital 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Oak Hill Capital 401(k) Plan side-by-side with 3 peers →

Oak Hill Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Rhr International LLP Savings and Retirement Plan in IL ($52M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 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.

Frequently Asked Questions

How did Oak Hill Capital 401(k) Plan assets move in 2024? ▼
Oak Hill Capital 401(k) Plan grew sharply - up 17.5% during 2024, from $44M to $52M. Reported net income was $8M.
How have Oak Hill Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Hill Capital Management, LLC's sponsor-wide assets grew 44.8%, from $36M to $52M.
Where does Oak Hill Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Oak Hill Capital 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oak Hill Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rhr International LLP Savings and Retirement Plan in IL ($52M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Oak Hill Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 432059713.

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.