Other · DOL Form 5500 · 2022

On Lok Inc. Retirement Plan

Data updated 2026-08-11

$84M
Total assets
1,027
Participants
92nd
Percentile by assets
$81,433
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$84M
total plan assets (2022 EOY)
1,027
covered participants
92nd
percentile by assets (of 139,126 plans)
$81,433
avg assets per participant

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.

Where On Lok Retirement Savings Plan sits 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

This plan $0 $2,010,000,000 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

On Lok Retirement Savings Plan vs the 2022 asset distribution

By assets, On Lok Retirement Savings Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$84M
Net Income-$10M
Employer EIN943101464
Plan Effective Date1979-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (On Lok Inc.)

$80M$100M$120M$140M 202220232024 $83.6M $119M ▲ +42.3%
Total plan assets by year, all On Lok Inc. plans on file
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.

On Lok Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants On Lok Retirement Sa…, Total assets ($B): 0.08363144 · Participants: 1027On Lok Retirement Sa…Stanford Contributor…, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirem…University of Southe…, Total assets ($B): 3.677071678 · Participants: 22632University of Southe…
On Lok Retirement Savings Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to On Lok Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did On Lok Retirement Savings Plan assets move in 2022?
On Lok Retirement Savings Plan pulled back noticeably - down 10.5% during 2022, from $93M to $84M. Reported net income was -$10M.
How have On Lok Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), On Lok Inc.'s sponsor-wide assets grew 42.3%, from $84M to $119M.
Where does On Lok Retirement Savings Plan rank by assets among Form 5500 filers?
On Lok Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to On Lok Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Ticua 403(b) Defined Contribution Plan in TN ($84M, 720 participants).

Scale reading

Ways to act on On Lok Retirement Savings Plan's numbers.