401(k) · DOL Form 5500 · 2023

Oakdale Seniors Alliance, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
761
Participants Near avg headcount
26th
Percentile by assets National rank
$1,654
Avg per participant Low balance/head
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Official DOL plan name: Oakdale Seniors Alliance, LLC 401(k) Plan · Sponsored by Oakdale Seniors Alliance, LLC · Tennessee · Healthcare & Social Assistance

$1M in assets, 761 participants

Oakdale Seniors Alliance, LLC's Oakdale Seniors Alliance, LLC 401(k) Plan reported $1M in total assets and 761 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,898 in Healthcare & Social Assistance (17,684 peers)

Oakdale Seniors Alliance, LLC multi-year trail

Oakdale Seniors Alliance, LLC's plans moved +583.4% in assets from 2022 to 2024; this filing shows Oakdale Seniors Alliance, LLC 401(k) Plan at $1M / 761 participants.

#3,898
in Healthcare & Social Assistance (17,684 peers)
+115.6%
assets growth YoY

Oakdale Seniors Alliance, LLC 401(k) Plan among the smaller filed plans by assets

Oakdale Seniors Alliance, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,259,048 26th percentile higher than 26% 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

Oakdale Seniors Alliance, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakdale Seniors Alliance, LLC 401(k) Plan sits mid-pack in the medium band (761 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakdale Seniors Alliance, LLC 401(k) Plan reported net income rose from $13K in the plan year 2022 filing to $675K in the plan year 2023 filing.
  • Oakdale Seniors Alliance, LLC 401(k) Plan end-of-year assets rose from $584K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oakdale Seniors Alliance, LLC 401(k) Plan reported participants rose from 391 in the plan year 2022 filing to 761 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 882972429 · Oakdale Seniors Alliance, LLC PY 2023 · 401(k)

Oakdale Seniors Alliance, LLC 401(k) Plan · $1M · 761 · 26th

  • TYPE $1M
  • TYPE 761
  • TYPE 26th
  • TYPE 401(k)
  • TYPE near Simbionte Investment Group Inc. Retirement Plan
  • TYPE ind #3898

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 Tennessee →

Oakdale Seniors Alliance, LLC 401(k) Plan in the asset neighbourhood

Oakdale Seniors Alliance, LLC 401(k) PlanOakdale Seniors Alliance, LL…$1MSimbionte Investment Group Inc. Retirement PlanSimbionte Investment Group I…$1MMillennium Neonatology PLLC 401(k) Profit Sharing Plan & TrustMillennium Neonatology PLLC …$1MTfg Advisers LLC 401(k) Profit Sharing Plan & TrustTfg Advisers LLC 401(k) Prof…$1MSecure Services, Inc. Dba Certapro Painters 401(k) PlanSecure Services, Inc. Dba Ce…$1M
End-of-year total assets ($M) among Oakdale Seniors Alliance, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oakdale Seniors Alliance, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Oakdale Seniors Alliance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 583.3795991060801% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.58M $3.99M ▲ +587.9%
Year Plans Participants Total Assets
2022 1 391 $584K
2023 1 761 $1M
2024 1 1,044 $4M

Oakdale Seniors Alliance, LLC filing trail (2023)

Total Assets (Beginning of Year)$584K
Net Assets (End of Year)$1M
Net Income$675K
Employer EIN882972429
Plan Effective Date2022-10-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Oakdale Seniors Alliance, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Oakdale Seniors Alliance, LLC 401(k) Plan, Total assets ($B): 0.001259048 · Participants: 761Oakdale Seniors Alliance, LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Oakdale Seniors Alliance, LLC 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Oakdale Seniors Alliance, LLC 401(k) Plan side-by-side with 3 peers →

Oakdale Seniors Alliance, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Simbionte Investment Group Inc. Retirement Plan in MD ($1M); by covered participants it is The Paskenta Band of Nomlaki Indians Enterprise 401(k) Plan in CA (761 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (761 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 Oakdale Seniors Alliance, LLC 401(k) Plan assets move in 2023? ▼
Oakdale Seniors Alliance, LLC 401(k) Plan surged - up 115.6% during 2023, from $584K to $1M. Reported net income was $675K.
How have Oakdale Seniors Alliance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakdale Seniors Alliance, LLC's sponsor-wide assets grew 583.4%, from $584K to $4M.
Which 401(k) plans are similar in size to Oakdale Seniors Alliance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simbionte Investment Group Inc. Retirement Plan in MD ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Oakdale Seniors Alliance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Paskenta Band of Nomlaki Indians Enterprise 401(k) Plan in CA (761 participants, $17M 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 882972429.

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.