401(k) · DOL Form 5500 · 2024

Oakmont Management Group LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
6,699
Participants Above avg headcount
78th
Percentile by assets National rank
$4,795
Avg per participant Low balance/head
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Official DOL plan name: Oakmont Management Group LLC 401(k) Plan · Sponsored by Oakmont Management Group LLC · California · Healthcare & Social Assistance

$32M in assets, 6,699 participants

Oakmont Management Group LLC's Oakmont Management Group LLC 401(k) Plan reported $32M in total assets and 6,699 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,801 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Oakmont Management Group LLC 401(k) Plan covers 6,699 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $32M.

#13,801
in Healthcare & Social Assistance (16,916 peers)
+53.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Oakmont Management Group LLC 401(k) Plan's outsized position by total assets

Oakmont Management Group LLC 401(k) Plan vs every filed plan by assets

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

$32,124,931 Top 22% higher than 78% 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

Oakmont Management Group LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakmont Management Group LLC 401(k) Plan lands in the large band (6,699 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oakmont Management Group LLC 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Oakmont Management Group LLC 401(k) Plan reported participants rose from 4,395 in the plan year 2023 filing to 6,699 in the plan year 2024 filing.
  • Oakmont Management Group LLC 401(k) Plan reported net income rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461228206 · Oakmont Management Group LLC PY 2024 · 401(k)

Oakmont Management Group LLC 401(k) Plan · $32M · 6,699 · 78th

  • RANK $32M
  • RANK 6,699
  • RANK 78th
  • RANK 401(k)
  • RANK near Aim Leasing Company, Inc. 401(k) Plan
  • RANK ind #13801

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 California →

Oakmont Management Group LLC 401(k) Plan in the asset neighbourhood

Galactic Employer Services 401(k) PlanGalactic Employer Services 4…$32MOakmont Management Group LLC 401(k) PlanOakmont Management Group LLC…$32MAim Leasing Company, Inc. 401(k) PlanAim Leasing Company, Inc. 40…$32MDrexel Building Supply, Inc. 401(k) PlanDrexel Building Supply, Inc.…$32MQumulo, Inc. 401(k) Plan$32M
End-of-year total assets ($M) among Oakmont Management Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$32M
Net Income$11M
Employer EIN461228206
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakmont Management Group LLC)

Sponsor-wide plan assets over time

All Oakmont Management Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 180.72249780904906% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $11.4M $32.1M ▲ +180.8%
Year Plans Participants Total Assets
2022 1 2,732 $11M
2023 1 4,395 $21M
2024 1 6,699 $32M

Nearby 401(k) Plans in California

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

Oakmont Management Group LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants Oakmont Management Group LLC 401(k) Plan, Total assets ($B): 0.032124931 · Participants: 6699Oakmont Management Group LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Oakmont Management Group LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oakmont Management Group LLC 401(k) Plan side-by-side with 3 peers →

Oakmont Management Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aim Leasing Company, Inc. 401(k) Plan in OH ($32M); by covered participants it is Driven Brands, Inc. Employee Retirement Savings Plan in NC (6,699 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,699 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 Oakmont Management Group LLC 401(k) Plan assets move in 2024? ▼
Oakmont Management Group LLC 401(k) Plan surged - up 53.6% during 2024, from $21M to $32M. Reported net income was $11M.
How have Oakmont Management Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakmont Management Group LLC's sponsor-wide assets grew 180.7%, from $11M to $32M.
Where does Oakmont Management Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Oakmont Management Group LLC 401(k) Plan ranks in the 78th 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 Oakmont Management Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aim Leasing Company, Inc. 401(k) Plan in OH ($32M, 953 participants).
Which 401(k) plans cover a similar participant headcount to Oakmont Management Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Driven Brands, Inc. Employee Retirement Savings Plan in NC (6,699 participants, $80M 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 461228206.

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.