Defined Benefit (Pension) · DOL Form 5500 · 2022

Oakwood Healthcare, Inc. Pension Plan

Data updated 2026-08-25

$255M
Total assets Near avg plan size
2,265
Participants Above avg headcount
96th
Percentile by assets National rank
$112,591
Avg per participant Below avg balance/head
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Official DOL plan name: Oakwood Healthcare, Inc. Cash Balance Plan · Sponsored by Oakwood Healthcare, Inc. · Michigan · Healthcare & Social Assistance

$255M in assets, 2,265 participants

Oakwood Healthcare, Inc.'s Oakwood Healthcare, Inc. Cash Balance Plan reported $255M in total assets and 2,265 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,416 in Healthcare & Social Assistance (20,060 peers)

Coverage in Michigan

Oakwood Healthcare, Inc. Cash Balance Plan covers 2,265 participants in Michigan, 3.6x the typical Michigan plan (state average ~638 per filing). Assets: $255M.

#19,416
in Healthcare & Social Assistance (20,060 peers)
-24.9%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $84M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oakwood Healthcare, Inc. Cash Balance Plan's outsized position by total assets

Oakwood Healthcare, Inc. Cash Balance Plan vs every filed plan by assets

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

$255,017,748 Top 4% higher than 96% 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

Oakwood Healthcare, Inc. Cash Balance 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. Oakwood Healthcare, Inc. Cash Balance Plan lands in the large band (2,265 participants).

Plan-year Form 5500 strip

Filing strip 381405141 · Oakwood Healthcare, Inc. PY 2022 · Defined Benefit (Pension)

Oakwood Healthcare, Inc. Cash Balance Plan · $255M · 2,265 · 96th

  • RANK $255M
  • RANK 2,265
  • RANK 96th
  • RANK Defined Benefit (Pension)
  • RANK near Clarios Pension Plan Battery Division Hourly Employees
  • RANK ind #19416

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 →

Oakwood Healthcare, Inc. Cash Balance Plan in the asset neighbourhood

IBEW Local No. 86 Pension FundIBEW Local No. 86 Pension Fu…$255MU.a. Plumbers & Steamfitters Local 22 Pension FundU.a. Plumbers & Steamfitters…$255MOakwood Healthcare, Inc. Cash Balance PlanOakwood Healthcare, Inc. Cas…$255MClarios Pension Plan Battery Division Hourly EmployeesClarios Pension Plan Battery…$255MI.a.T.S.E. Local 16 Pension PlanI.a.T.S.E. Local 16 Pension …$255M
End-of-year total assets ($M) among Oakwood Healthcare, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$339M
Net Assets (End of Year)$255M
Net Income-$84M
Employer EIN381405141
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakwood Healthcare, Inc.)

Sponsor-wide plan assets over time

All Oakwood Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$324M 9.419250993146042% vs 2022
2024 filing year
$290M$300M$310M$320M$330M 202220232024 $296M $324M ▲ +9.4%
Year Plans Participants Total Assets
2022 2 3,206 $296M
2023 2 2,883 $311M
2024 2 2,615 $324M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Oakwood Healthcare, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -1001020304050 Total assets ($B) Participants Oakwood Healthcare, Inc. Cash Balance Plan, Total assets ($B): 0.255017748 · Participants: 2265Oakwood Healthcare, Inc. Cash Balance PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Oakwood Healthcare, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Oakwood Healthcare, Inc. Cash Balance Plan side-by-side with 3 peers →

Oakwood Healthcare, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Clarios Pension Plan Battery Division Hourly Employees in WI ($255M); by covered participants it is Curtiss Wright Corporation Retirement Plan in NJ (2,265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($255M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,265 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 Oakwood Healthcare, Inc. Cash Balance Plan assets move in 2022? ▼
Oakwood Healthcare, Inc. Cash Balance Plan declined sharply - down 24.9% during 2022, from $339M to $255M. Reported net income was -$84M.
How have Oakwood Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakwood Healthcare, Inc.'s sponsor-wide assets grew 9.4%, from $296M to $324M.
Where does Oakwood Healthcare, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Oakwood Healthcare, Inc. Cash Balance Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Oakwood Healthcare, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Clarios Pension Plan Battery Division Hourly Employees in WI ($255M, 1,398 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oakwood Healthcare, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Curtiss Wright Corporation Retirement Plan in NJ (2,265 participants, $833M 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 381405141.

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.