401(k) · DOL Form 5500 · 2024
Oak View Group LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 1,135
- Participants Near avg headcount
- 57th
- Percentile by assets National rank
- $9,355
- 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
$11M in assets, 1,135 participants
Oak View Group LLC's Oak View Group LLC 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 1,135 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #11,158 in Professional & Technical Services (20,173 peers)
Coverage in Colorado
Oak View Group LLC 401(k) Profit Sharing Plan and Trust covers 1,135 participants in Colorado, 3.0x the typical Colorado plan (state average ~376 per filing). Assets: $11M.
- #11,158
- in Professional & Technical Services (20,173 peers)
- +7.4%
- 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 2024 · DOL Form 5500
$10,617,842 Top 43% higher than 57% 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
Oak View Group LLC 401(k) Profit Sharing Plan and Trust'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. Oak View Group LLC 401(k) Profit Sharing Plan and Trust lands in the large band (1,135 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oak View Group LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $401K in the plan year 2023 filing to $730K in the plan year 2024 filing.
- Oak View Group LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 2,283 in the plan year 2023 filing to 1,135 in the plan year 2024 filing.
- Oak View Group LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 371786932 · Oak View Group LLC PY 2024 · 401(k)
Oak View Group LLC 401(k) Profit Sharing Plan and Trust · $11M · 1,135 · 57th
- PCT $11M
- EIN 1,135
- RANK 57th
- PHOTO 401(k)
- IND near The Contractors Retirement Plan
- EOY ind #11158
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) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $730K |
| 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 $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
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 The Contractors Retirement Plan in CA ($11M); by covered participants it is Blue Bottle Coffee, Inc. 401(k) Plan in CA (1,135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- The Contractors Retirement Plan (CA) $11M · 89
- Rex Realty Co. Retirement Savings Plan (MO) $11M · 36
- Wire Mesh Texas 401(k) Plan (TX) $11M · 112
- Premier Cooperative Employee Savings and Retirement Plan (IL) $11M · 118
Similar participant headcount
Nearest other-state filings by covered participants (1,135 participants); asset peers above are excluded.
- Blue Bottle Coffee, Inc. 401(k) Plan (CA) 1,135 · 0 off
- Behavior Frontiers, LLC 401(k) Plan (CA) 1,135 · 0 off
- Tnjh 401(k) Retirement Savings Plan (NY) 1,135 · 0 off
- Pediatric Associates, LLC Retirement Savings Plan (FL) 1,135 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.