Oak Crest Village 401(k) and retirement plans

Oak Crest Village, Inc., Cantonsville, MD. EIN 52-1874053. Annual reports 2009–2024.

Oak Crest Village, Inc. has one active retirement plan on file, the Erickson Community 401(k) Plan, with 13,949 participants and $295 million in assets in 2024. Principal has been its recordkeeper since 2020. No traditional pension plan appears in Oak Crest Village's filings since 2009.

Active plans: 1
Participants: 13,949
Plan assets: $295 million
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

Erickson Community 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 52-1874053
Participants (2024): 13,949
Net assets (2024): $295 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2010–2019)
Plan administrator: Oak Crest Village, Inc.
813 Maiden Choice Lane
Cantonsville, MD 21228
(410) 402-2458As filed for 2024
In effect since: July 1, 2010

Earlier plan names: Erickson Community 401K Plan.

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,949	$295 million	Principal
2023	15,102	$260 million	Principal
2022	14,598	$215 million	Principal
2021	13,560	$243 million	Principal
2020	14,059	$203 million	Principal
2019	14,562	$172 million	Wells Fargo
2018	14,530	$132 million	Wells Fargo
2017	15,237	$132 million	Wells Fargo
2016	14,511	$103 million	Wells Fargo
2015	15,918	$87.9 million	Wells Fargo
2014	15,898	$80.4 million	Wells Fargo
2013	14,232	$66.8 million	Wells Fargo
2012	14,689	$51.2 million	Wells Fargo
2011	13,496	$40.7 million	Wells Fargo
2010	13,024	$34.7 million	Wells Fargo

Oak Crest Village, Inc. 403(b) Plan

403(b)Closed

Closed. The plan filed its final annual report for 2010, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 52-1874053
Participants (2009): 10,763
Net assets (2009): $42.5 million
Plan administrator: Benefits Committee
701 Maiden Choice Lane
Catonsville, MD 21229
(410) 242-2880As filed for 2010
In effect since: January 1, 1996

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	10,763	$42.5 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Erickson Community 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((410) 402-2458). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Erickson Community 401(k) Plan

Oak Crest Village, Inc. 403(b) Plan

If you had money in one of these plans

What these numbers are

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