401(k) · DOL Form 5500 · 2023

Oak View Group LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
2,283
Participants Above avg headcount
58th
Percentile by assets National rank
$4,331
Avg per participant Low balance/head
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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

$10M in assets, 2,283 participants

Oak View Group LLC's Oak View Group LLC 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 2,283 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,564 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Oak View Group LLC 401(k) Profit Sharing Plan and Trust covers 2,283 participants in Colorado, 6.1x the typical Colorado plan (state average ~376 per filing). Assets: $10M.

#11,564
in Professional & Technical Services (20,321 peers)
+4.2%
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 2023 · DOL Form 5500

$9,888,081 Top 42% higher than 58% of 127,068 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 2023

Oak View Group LLC 401(k) Profit Sharing Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 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 (2,283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak View Group LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 1,059 in the plan year 2022 filing to 2,283 in the plan year 2023 filing.
  • Oak View Group LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2022 filing to $401K in the plan year 2023 filing.
  • Oak View Group LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 371786932 · Oak View Group LLC PY 2023 · 401(k)

Oak View Group LLC 401(k) Profit Sharing Plan and Trust · $10M · 2,283 · 58th

  • ASSETS $10M
  • PCT 2,283
  • EIN 58th
  • RANK 401(k)
  • PHOTO near Walborsky Bradley & Fleming, PLLC Profit Sharing Plan
  • IND ind #11564

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

Oak View Group LLC 401(k) Profit Sharing Plan and TrustOak View Group LLC 401(k) Pr…$10MWalborsky Bradley & Fleming, PLLC Profit Sharing PlanWalborsky Bradley & Fleming,…$10MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually ImpairedSafe-Harbor 401(k) Profit Sh…$10MNextpoint Financial 401(k) PlanNextpoint Financial 401(k) P…$10MAbsolut Retirement Savings PlanAbsolut Retirement Savings P…$10M
End-of-year total assets ($M) among Oak View Group LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$401K
Employer EIN371786932
Plan Effective Date2015-01-01
Filing StatusFILING 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
$0M$100M$200M$300M 202220232024 $9.49M $187M ▲ +1867.4%
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.

Oak View Group LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Oak View Group LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.009888081 · Participants: 2283Oak View Group LLC 401(k) Profit Sharing Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Oak View Group LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Oak View Group LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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 Walborsky Bradley & Fleming, PLLC Profit Sharing Plan in FL ($10M); by covered participants it is University of Louisville Physicians, Inc. Profit Sharing Plan in KY (2,283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,283 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oak View Group LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Oak View Group LLC 401(k) Profit Sharing Plan and Trust edged up modestly - up 4.2% during 2023, from $9M to $10M. Reported net income was $401K.
How have Oak View Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak View Group LLC's sponsor-wide assets grew 1868.0%, from $9M to $187M.
Which 401(k) plans are similar in size to Oak View Group LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Walborsky Bradley & Fleming, PLLC Profit Sharing Plan in FL ($10M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Oak View Group LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is University of Louisville Physicians, Inc. Profit Sharing Plan in KY (2,283 participants, $113M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 371786932.

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.