OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
OAKWOOD HEALTHCARE, INC.
This Other plan holds $255M in total assets and serves 2,265 participants as of 2022. It is sponsored by OAKWOOD HEALTHCARE, INC. in Michigan. The plan reported a net loss of $84M for the year.
What the Filing Says About OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN
OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN is a Other retirement plan sponsored by OAKWOOD HEALTHCARE, INC., headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $255M in total end-of-year assets and covers 2,265 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 381405141, and the plan has been effective since 1989-12-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $339M at the beginning of 2022 to $255M at year-end — a decline of 24.9%. Net assets (after liabilities) closed the year at $255M, with reported net income of $-84,345,936 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $339M |
| Total Assets (End of Year) | $255M |
| Net Assets (End of Year) | $255M |
| Net Income | $-84,345,936 |
| Plan Type | Other |
| Employer EIN | 381405141 |
| Plan Effective Date | 1989-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OAKWOOD HEALTHCARE, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,206 | $296M |
| 2023 | 2 | 2,883 | $311M |
| 2024 | 2 | 2,615 | $324M |
Nearby Other Plans in Michigan
Peer Other plans — same state, same plan type — ranked by total assets.
- GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN $44.8B · 17,959
- FCA US LLC UAW PENSION AGREEMENT $11.2B · 13,635
- FCA US LLC PENSION PLAN $4.1B · 2,903
- OHIO CARPENTERS' PENSION PLAN $2.2B · 10,351
- OPERATING ENGINEERS' LOCAL 324 PENSION FUND $1.8B · 7,993
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN? ▼
What type of plan is OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN? ▼
Who sponsors the OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN? ▼
How did OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN perform in 2022? ▼
Where can I find official filings for OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN? ▼
How does OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.