401(k) · DOL Form 5500 · 2024
Oak View Group, LLC 401(k) Plan
Data updated 2026-08-25
- $176M
- Total assets Near avg plan size
- 22,064
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $7,981
- Avg per participant Low balance/head
Official DOL plan name: Oak View Group 401(k) Plan · Sponsored by Oak View Group, LLC · Pennsylvania · Management of Enterprises
$176M in assets, 22,064 participants
Oak View Group, LLC's Oak View Group 401(k) Plan reported $176M in total assets and 22,064 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #933 in Management of Enterprises (1,133 peers)
Coverage in Pennsylvania
Oak View Group 401(k) Plan covers 22,064 participants in Pennsylvania, 27x the typical Pennsylvania plan (state average ~822 per filing). Assets: $176M.
- #933
- in Management of Enterprises (1,133 peers)
- +40.5%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Oak View Group 401(k) Plan's outsized position by total assets
Oak View Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$176,092,115 Top 6% higher than 94% 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 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. Oak View Group 401(k) Plan is a mega filing (22,064 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oak View Group 401(k) Plan end-of-year assets rose from $125M in the plan year 2023 filing to $176M in the plan year 2024 filing.
- Oak View Group 401(k) Plan reported net income rose from $30M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Oak View Group 401(k) Plan reported participants rose from 21,250 in the plan year 2023 filing to 22,064 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 371786932 · Oak View Group, LLC PY 2024 · 401(k)
Oak View Group 401(k) Plan · $176M · 22,064 · 94th
- 5500 $176M
- 5500 22,064
- 5500 94th
- 5500 401(k)
- 5500 near Rubicon LLC Savings Plan for Salaried Employees
- 5500 ind #933
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 Management of Enterprises retirement plans → · Plans in Pennsylvania →
Oak View Group 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $176M |
| Net Income | $39M |
| Employer EIN | 371786932 |
| Plan Effective Date | 1992-01-01 |
| 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 Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Scale composition for Oak View Group 401(k) Plan
Oak View Group 401(k) Plan reports $176M in end-of-year assets across 22,064 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 covered participants) - about $7,981 per participant (6% of the national average assets-per-participant) . Net income for plan year 2024 was $39M.
This plan identity (EIN 371786932, plan #002) has 2 Form 5500 filings on file from 2023 to 2024 , with end-of-year assets moving from $125M to $176M (+40.5%) while covered participants moved from 21,250 to 22,064 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2023 | 21,250 | $125M | Open filing |
| 2024 · index core | 22,064 | $176M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Oak View Group LLC 401(k) Profit Sharing Plan and Trust (401(k), $11M, 1,135 participants)
Oak View Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Rubicon LLC Savings Plan for Salaried Employees in LA ($176M); by covered participants it is The Caci Smart Plan in VA (22,014 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($176M here).
- Rubicon LLC Savings Plan for Salaried Employees (LA) $176M · 425
- Garver Retirement Plan (AR) $176M · 1,289
- J & J Snack Foods Corp. 401(k) Profit Sharing Plan (NJ) $176M · 4,763
- Syniverse Technologies Savings Plan (FL) $176M · 468
Similar participant headcount
Nearest other-state filings by covered participants (22,064 participants); asset peers above are excluded.
- The Caci Smart Plan (VA) 22,014 · 50 off
- Exxonmobil Savings Plan (TX) 21,990 · 74 off
- Mclane Company, Inc. Profit Sharing Plan (TX) 22,143 · 79 off
- M & T Bank Corporation Retirement Savings Plan (NY) 22,161 · 97 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.