Other · DOL Form 5500 · 2022
On Lok Inc. Retirement Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 1,027
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $81,433
- Avg per participant Below avg balance/head
Official DOL plan name: On Lok Retirement Savings Plan · Sponsored by On Lok Inc. · California · Healthcare & Social Assistance
$84M in assets, 1,027 participants
On Lok Inc.'s On Lok Retirement Savings Plan reported $84M in total assets and 1,027 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,632 in Healthcare & Social Assistance (20,060 peers)
Where On Lok Retirement Savings Plan sits by assets
On Lok Retirement Savings Plan sits in the top 10% of all filed plans by assets, $84M for 1,027 participants (~$81,433/participant), down 10.5% in 2022.
- #18,632
- in Healthcare & Social Assistance (20,060 peers)
- -10.5%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
On Lok Retirement Savings Plan's outsized position by total assets
On Lok Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$83,631,440 Top 8% higher than 92% 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
On Lok Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. On Lok Retirement Savings Plan lands in the large band (1,027 participants).
Plan-year Form 5500 strip
Filing strip 943101464 · On Lok Inc. PY 2022 · Other
On Lok Retirement Savings Plan · $84M · 1,027 · 92nd
- PART $84M
- PART 1,027
- PART 92nd
- PART Other
- PART near Ticua 403(b) Defined Contribution Plan
- PART ind #18632
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 →
On Lok Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | -$10M |
| Employer EIN | 943101464 |
| Plan Effective Date | 1979-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (On Lok Inc.)
Sponsor-wide plan assets over time
All On Lok Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 42.343900810508586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,027 | $84M |
| 2023 | 1 | 1,060 | $101M |
| 2024 | 1 | 1,179 | $119M |
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
On Lok Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Ticua 403(b) Defined Contribution Plan in TN ($84M); by covered participants it is Seven Hills Foundation Retirement Plan in MA (1,027 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,027 participants); asset peers above are excluded.
- Seven Hills Foundation Retirement Plan (MA) 1,027 · 0 off
- Fairfield University Defined Contribution Retirement Plan (CT) 1,026 · 1 off
- Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons (NY) 1,030 · 3 off
- Fhn Matching Tax Deferred Annuity Plan (IL) 1,024 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.