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
- Total reported assets (EOY)
- $188,427,216,164
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Galliard Stable Return Fund Core | Sei Trust Company | $19,311,881,000 | 2023 |
| Pimco Collective Investment Trust | Sei Trust Company | $13,028,585,000 | 2023 |
| Nuveen/Sei Trust Company Investment Trust | Sei Trust Company | $12,734,475,000 | 2023 |
| Benefit Funds Investment Trust | Sei Trust Company | $8,638,811,000 | 2023 |
| Artisan Multiple Investment Trust | Sei Trust Company | $7,889,943,000 | 2023 |
| Tcw Multiple Investment Trust | Sei Trust Company | $7,758,227,000 | 2023 |
| Galliard Short Core Fund F | Sei Trust Company | $7,175,816,000 | 2023 |
| Earnest Partners Multiple Investment Trust | Sei Trust Company | $5,710,839,000 | 2023 |
| Galliard Intermediate Core Fund L | Sei Trust Company | $4,879,898,000 | 2023 |
| Galliard Stable Return Fund C | Sei Trust Company | $4,626,516,574 | 2023 |
| Galliard Stable Return Fund W | Sei Trust Company | $4,375,636,676 | 2023 |
| Schroder Collective Investment Trust | Sei Trust Company | $4,297,475,000 | 2023 |
| Acadian Collective Investment Trust | Sei Trust Company | $3,603,088,000 | 2023 |
| Principal/Blackrock S&P 500 Index Cit | Sei Trust Company | $3,469,763,000 | 2023 |
| Aristotle Collective Investment Trust | Sei Trust Company | $3,092,513,000 | 2023 |
| Galliard Stable Return Fund E | Sei Trust Company | $2,887,731,877 | 2023 |
| American Century Multiple Investment Trust | Sei Trust Company | $2,620,771,000 | 2023 |
| Galliard Managed Income Fund Core | Sei Trust Company | $2,497,761,911 | 2023 |
| Short-Term Investment Fund A | Sei Trust Company | $2,267,025,000 | 2023 |
| Galliard Stable Return Fund Pn | Sei Trust Company | $2,173,571,297 | 2023 |
| Causeway Collective Investment Trust | Sei Trust Company | $2,081,199,000 | 2023 |
| Cohen & Steers Collective Investment Trust | Sei Trust Company | $1,897,000,000 | 2023 |
| Axiom Investors Collective Investment Trust | Sei Trust Company | $1,810,368,000 | 2023 |
| Galliard Intermediate Core Fund A | Sei Trust Company | $1,667,088,000 | 2023 |
| Sprucegrove Collective Investment Trust | Sei Trust Company | $1,654,485,000 | 2023 |
Largest plans in Oaks → · Oaks plans with financial data → · $1B+ plans in Oaks → · Providers by reported compensation →
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