401(k) · DOL Form 5500 · 2024

Oakdale Seniors Alliance, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1,044
Participants Near avg headcount
38th
Percentile by assets National rank
$3,822
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

$4M in assets, 1,044 participants

Oakdale Seniors Alliance, LLC's Oakdale Seniors Alliance, LLC 401(k) Plan reported $4M in total assets and 1,044 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,743 in Healthcare & Social Assistance (16,916 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 $4M / 1,044 participants.

#6,743
in Healthcare & Social Assistance (16,916 peers)
+217.0%
assets growth YoY

Oakdale Seniors Alliance, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$3,990,561 38th percentile higher than 38% 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

Oakdale Seniors Alliance, 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. Oakdale Seniors Alliance, LLC 401(k) Plan lands in the large band (1,044 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oakdale Seniors Alliance, LLC 401(k) Plan reported net income rose from $675K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Oakdale Seniors Alliance, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Oakdale Seniors Alliance, LLC 401(k) Plan reported participants rose from 761 in the plan year 2023 filing to 1,044 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 882972429 · Oakdale Seniors Alliance, LLC PY 2024 · 401(k)

Oakdale Seniors Alliance, LLC 401(k) Plan · $4M · 1,044 · 38th

  • PART $4M
  • TYPE 1,044
  • NET 38th
  • BOOK 401(k)
  • VS-ST near Black River Area Development Corp. 401(k) Plan
  • BOY ind #6743

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…$4MBlack River Area Development Corp. 401(k) PlanBlack River Area Development…$4MRoth and Spellman LLP Employee's 401(k) PlanRoth and Spellman LLP Employ…$4MHurst Review Services, Inc. 401(k) PlanHurst Review Services, Inc. …$4MAllied American Abstract Corp. Profit Sharing 401(k) PlanAllied American Abstract Cor…$4M
End-of-year total assets ($M) among Oakdale Seniors Alliance, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$4M
Net Income$3M
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): 0.003990561 · Participants: 1044Oakdale Seniors Alliance, LLC 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/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 Black River Area Development Corp. 401(k) Plan in AR ($4M); by covered participants it is Origin Bancorp, Inc. Employee Retirement Plan in LA (1,044 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,044 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 Oakdale Seniors Alliance, LLC 401(k) Plan assets move in 2024? ▼
Oakdale Seniors Alliance, LLC 401(k) Plan surged - up 217.0% during 2024, from $1M to $4M. Reported net income was $3M.
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 Black River Area Development Corp. 401(k) Plan in AR ($4M, 172 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 Origin Bancorp, Inc. Employee Retirement Plan in LA (1,044 participants, $113M 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 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.