Other · DOL Form 5500 · 2022
O'connor Woods Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 310
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $19,869
- Avg per participant Low balance/head
Official DOL plan name: O'connor Woods 403(b) Plan · Sponsored by O'connor Woods · California · Healthcare & Social Assistance
$6M in assets, 310 participants
O'connor Woods's O'connor Woods 403(b) Plan reported $6M in total assets and 310 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #12,192 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
O'connor Woods 403(b) Plan covers 310 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $6M.
- #12,192
- in Healthcare & Social Assistance (20,060 peers)
- -19.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'connor Woods 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
O'connor Woods 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,159,431 Top 45% higher than 55% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
O'connor Woods 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. O'connor Woods 403(b) Plan sits mid-pack in the medium band (310 participants).
Form 5500 schedule snapshot
Filing strip 680201024 · O'connor Woods PY 2022 · Other
O'connor Woods 403(b) Plan · $6M · 310 · 55th
- VS-ST $6M
- BOY 310
- SCH 55th
- EBSA Other
- PART near The Leaguers, Inc. 403(b) Plan
- TYPE ind #12192
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 California →
O'connor Woods 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 680201024 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'connor Woods)
Sponsor-wide plan assets over time
All O'connor Woods plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 10.107719365636209% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 310 | $6M |
| 2023 | 1 | 314 | $7M |
| 2024 | 1 | 327 | $7M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
O'connor Woods 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Leaguers, Inc. 403(b) Plan in NJ ($6M); by covered participants it is Ordway Center for the Performing Arts Defined Contribution Retirement Plan in MN (310 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (310 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.