Oaks, PA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oaks, PA has 187 loaded benefit plan(s) reported by 184 plan sponsor(s), with $188,427,216,164 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 187
- Plan sponsors
- 184
- Latest filing year
- 2023
What stands out in Oaks
- 187 loaded plans hold $188.4B in reported assets across 184 sponsors.
- The largest, Galliard Stable Return Fund Core, holds 10% of reported Oaks plan assets.
- Plans cover 11,162 participants — about 60 per plan.
- 98% of loaded plans report full Schedule H/I financial statements.
- 1% report Schedule C provider compensation.
Reported financial aggregate
Reported net position
Data coverage
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Oaks, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Oaks market comparison
Largest loaded plans in Oaks
Bars show each plan's reported end-of-year assets relative to the largest.
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Largest plans in Oaks → · Oaks plans by participants → · Oaks plans with financial data → · Oaks plans with provider compensation → · $1B+ plans in Oaks →
Frequently asked questions
- How many Form 5500 benefit plans are loaded for Oaks, PA?
- 187 plan(s) reported by 184 sponsor(s) are loaded for Oaks, PA.
Related Form 5500 pages
- All PA Form 5500 filings
- Galliard Stable Return Fund Core (plan 001)
- Sei Trust Company — all reported plans
- Pimco Collective Investment Trust (plan 035)
- Sei Trust Company — all reported plans
- Nuveen/Sei Trust Company Investment Trust (plan 043)
- Sei Trust Company — all reported plans
- Benefit Funds Investment Trust (plan 083)
- Sei Trust Company — all reported plans
- Artisan Multiple Investment Trust (plan 021)
- Sei Trust Company — all reported plans
- Tcw Multiple Investment Trust (plan 030)
- Sei Trust Company — all reported plans
- Galliard Short Core Fund F (plan 001)
- Sei Trust Company — all reported plans
- Earnest Partners Multiple Investment Trust (plan 041)
- Sei Trust Company — all reported plans
- Galliard Intermediate Core Fund L (plan 001)
- Sei Trust Company — all reported plans
- Galliard Stable Return Fund C (plan 001)
- Sei Trust Company — all reported plans
- Galliard Stable Return Fund W (plan 001)
- Sei Trust Company — all reported plans
- Schroder Collective Investment Trust (plan 072)
- Sei Trust Company — all reported plans
- Acadian Collective Investment Trust (plan 081)
- Sei Trust Company — all reported plans
- Principal/Blackrock S&P 500 Index Cit (plan 001)
- Sei Trust Company — all reported plans
- Aristotle Collective Investment Trust (plan 095)
- Sei Trust Company — all reported plans
- Methodology
- Data sources