Other · DOL Form 5500 · 2022
Oakland Family Services Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $12,541
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Oakland Family Services · Sponsored by Oakland Family Services · Michigan · Healthcare & Social Assistance
$2M in assets, 157 participants
Oakland Family Services's 403(b) Thrift Plan of Oakland Family Services reported $2M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #6,904 in Healthcare & Social Assistance (20,060 peers)
Coverage in Michigan
403(b) Thrift Plan of Oakland Family Services covers 157 participants in Michigan, about 25% of the average Michigan filer (state average ~638 per filing). Assets: $2M.
- #6,904
- in Healthcare & Social Assistance (20,060 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $129K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Oakland Family Services's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Oakland Family Services vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,968,970 34th percentile higher than 34% 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
403(b) Thrift Plan of Oakland Family Services 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. 403(b) Thrift Plan of Oakland Family Services sits mid-pack in the medium band (157 participants).
EBSA filing schedule strip
Filing strip 381358388 · Oakland Family Services PY 2022 · Other
403(b) Thrift Plan of Oakland Family Services · $2M · 157 · 34th
- NET $2M
- BOOK 157
- VS-ST 34th
- BOY Other
- SCH near Provail 403(b) Tax Deferred Annuity Plan
- EBSA ind #6904
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 Michigan →
403(b) Thrift Plan of Oakland Family Services in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$129K |
| Employer EIN | 381358388 |
| Plan Effective Date | 2005-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakland Family Services)
Sponsor-wide plan assets over time
All Oakland Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 68.28118254722013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $2M |
| 2023 | 1 | 136 | $3M |
| 2024 | 1 | 134 | $3M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.3B · 17,796
- Fca US LLC UAW Savings Plan $4.1B · 52,211
- Spectrum Health System 403(b) Plan $2.3B · 26,631
- Beaumont Health 403(b) Retirement Savings Plan $2.2B · 33,585
- Mclaren Employees' 403(b) Retirement Plan $1.4B · 21,255
403(b) Thrift Plan of Oakland Family Services's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Provail 403(b) Tax Deferred Annuity Plan in WA ($2M); by covered participants it is Evergreen Homes 403b Plan in PA (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Evergreen Homes 403b Plan (PA) 157 · 0 off
- Marc Center 403(b)Retirement Plan (IL) 157 · 0 off
- Wilshire Health and Community Services 403(b) Retirement Plan (CA) 157 · 0 off
- Brescia University, Inc. Retirement Plan (KY) 157 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.