401(k) · DOL Form 5500 · 2024
Oak Crest Village, Inc. 401(k) Plan
Data updated 2026-08-25
- $295M
- Total assets Near avg plan size
- 11,730
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $25,123
- Avg per participant Low balance/head
Official DOL plan name: Erickson Community 401(k) Plan · Sponsored by Oak Crest Village, Inc. · Maryland · Healthcare & Social Assistance
$295M in assets, 11,730 participants
Oak Crest Village, Inc.'s Erickson Community 401(k) Plan reported $295M in total assets and 11,730 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,234 in Healthcare & Social Assistance (16,916 peers)
Coverage in Maryland
Erickson Community 401(k) Plan covers 11,730 participants in Maryland, 13x the typical Maryland plan (state average ~929 per filing). Assets: $295M.
- #16,234
- in Healthcare & Social Assistance (16,916 peers)
- +13.4%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Erickson Community 401(k) Plan's outsized position by total assets
Erickson Community 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$294,691,306 Top 4% higher than 96% 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
Erickson Community 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Erickson Community 401(k) Plan is a mega filing (11,730 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Erickson Community 401(k) Plan reported net income fell from $45M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Erickson Community 401(k) Plan end-of-year assets rose from $260M in the plan year 2023 filing to $295M in the plan year 2024 filing.
- Erickson Community 401(k) Plan reported participants rose from 11,301 in the plan year 2023 filing to 11,730 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 521874053 · Oak Crest Village, Inc. PY 2024 · 401(k)
Erickson Community 401(k) Plan · $295M · 11,730 · 96th
- EBSA $295M
- EBSA 11,730
- EBSA 96th
- EBSA 401(k)
- EBSA near Ameris Bancorp 401(k) Profit Sharing Plan
- EBSA ind #16234
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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →
Erickson Community 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $260M |
|---|---|
| Net Assets (End of Year) | $295M |
| Net Income | $35M |
| Employer EIN | 521874053 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Crest Village, Inc.)
Sponsor-wide plan assets over time
All Oak Crest Village, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $295M 37.081287228936084% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10,526 | $215M |
| 2023 | 1 | 11,301 | $260M |
| 2024 | 1 | 11,730 | $295M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Scale composition for Erickson Community 401(k) Plan
Erickson Community 401(k) Plan reports $295M in end-of-year assets across 11,730 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $25,123 per participant (18% of the national average assets-per-participant) . Net income for plan year 2024 was $35M.
This plan identity (EIN 521874053, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $215M to $295M (+37.1%) while covered participants moved from 10,526 to 11,730 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,526 | $215M | Open filing |
| 2023 | 11,301 | $260M | Open filing |
| 2024 · index core | 11,730 | $295M | This page |
Erickson Community 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Ameris Bancorp 401(k) Profit Sharing Plan in GA ($295M); by covered participants it is Employee P/S Ret Plan & Trust of Foster Farms Group in CA (11,739 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($295M here).
- Ameris Bancorp 401(k) Profit Sharing Plan (GA) $295M · 2,763
- Silver Cross Hospital & Medical Centers Employees' 401(k) Retirement Savings Plan (IL) $295M · 3,210
- Phelps Dunbar, LLP Savings and Retirement Plan (LA) $295M · 634
- Emergency Physicians Professional Association Profit Sharing 401(k) Plan (MN) $294M · 548
Similar participant headcount
Nearest other-state filings by covered participants (11,730 participants); asset peers above are excluded.
- Employee P/S Ret Plan & Trust of Foster Farms Group (CA) 11,739 · 9 off
- Triad 401(k) Retirement Plan (NM) 11,744 · 14 off
- Transform 401(k) Savings Plan (IL) 11,711 · 19 off
- Hd Supply 401(k) Retirement Plan (GA) 11,753 · 23 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.