401(k) · DOL Form 5500 · 2022

Oakleaf Surgical Hospital LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
318
Participants Below avg headcount
77th
Percentile by assets National rank
$60,414
Avg per participant Low balance/head
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Official DOL plan name: Oakleaf Surgical Hospital LLC Profit Sharing Plan · Sponsored by Oakleaf Surgical Hospital LLC · Wisconsin · Healthcare & Social Assistance

$19M in assets, 318 participants

Oakleaf Surgical Hospital LLC's Oakleaf Surgical Hospital LLC Profit Sharing Plan reported $19M in total assets and 318 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,120 in Healthcare & Social Assistance (20,060 peers)

Where Oakleaf Surgical Hospital LLC Profit Sharing Plan sits by assets

Oakleaf Surgical Hospital LLC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 318 participants (~$60,414/participant), down 15.1% in 2022.

#16,120
in Healthcare & Social Assistance (20,060 peers)
-15.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oakleaf Surgical Hospital LLC Profit Sharing Plan's outsized position by total assets

Oakleaf Surgical Hospital LLC Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,211,603 Top 23% higher than 77% of 139,123 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 2022

Oakleaf Surgical Hospital LLC Profit Sharing 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. Oakleaf Surgical Hospital LLC Profit Sharing Plan sits mid-pack in the medium band (318 participants).

Form 5500 schedule snapshot

Filing strip 721375184 · Oakleaf Surgical Hospital LLC PY 2022 · 401(k)

Oakleaf Surgical Hospital LLC Profit Sharing Plan · $19M · 318 · 77th

  • BOY $19M
  • BOY 318
  • BOY 77th
  • BOY 401(k)
  • BOY near Stouse, LLC Profit Sharing / 401(k) Savings Plan
  • BOY ind #16120

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 Wisconsin →

Oakleaf Surgical Hospital LLC Profit Sharing Plan in the asset neighbourhood

Oakleaf Surgical Hospital LLC Profit Sharing PlanOakleaf Surgical Hospital LL…$19MStouse, LLC Profit Sharing / 401(k) Savings PlanStouse, LLC Profit Sharing /…$19MSavings Bank of Mendocino County 401(k) and Profit Sharing PlanSavings Bank of Mendocino Co…$19MMysock Chevaillier & Bolden 401(k) PlanMysock Chevaillier & Bolden …$19MRowley 401(k) Plan$19M
End-of-year total assets ($M) among Oakleaf Surgical Hospital LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN721375184
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakleaf Surgical Hospital LLC)

Sponsor-wide plan assets over time

All Oakleaf Surgical Hospital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.97492223839937% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.2M $24.6M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 318 $19M
2023 1 339 $23M
2024 1 342 $25M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oakleaf Surgical Hospital LLC Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Oakleaf Surgical Hospital LLC Profit Sharing Plan, Total assets ($B): 0.019211603 · Participants: 318Oakleaf Surgical Hospital LLC Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Oakleaf Surgical Hospital LLC Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oakleaf Surgical Hospital LLC Profit Sharing Plan side-by-side with 3 peers →

Oakleaf Surgical Hospital LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Stouse, LLC Profit Sharing / 401(k) Savings Plan in KS ($19M); by covered participants it is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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.

Frequently Asked Questions

How did Oakleaf Surgical Hospital LLC Profit Sharing Plan assets move in 2022? ▼
Oakleaf Surgical Hospital LLC Profit Sharing Plan declined sharply - down 15.1% during 2022, from $23M to $19M. Reported net income was -$3M.
How have Oakleaf Surgical Hospital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakleaf Surgical Hospital LLC's sponsor-wide assets grew 28.0%, from $19M to $25M.
Where does Oakleaf Surgical Hospital LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oakleaf Surgical Hospital LLC Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oakleaf Surgical Hospital LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stouse, LLC Profit Sharing / 401(k) Savings Plan in KS ($19M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Oakleaf Surgical Hospital LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants, $160K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 721375184.

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.