Defined Benefit (Pension) · DOL Form 5500 · 2022
Oakwood Healthcare, Inc. Pension Plan
Data updated 2026-08-11
- $255M
- Total assets
- 2,265
- Participants
- 96th
- Percentile by assets
- $112,591
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $255M
- total plan assets (2022 EOY)
- 2,265
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $112,591
- avg assets per participant
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.
Where Oakwood Healthcare, Inc. Cash Balance Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Oakwood Healthcare, Inc. Cash Balance Plan reports 2,265 participants - 3.6x that state average ($255M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $339M |
|---|---|
| Net Assets (End of Year) | $255M |
| Net Income | -$84M |
| 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 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
- General Motors Hourly-Rate Employees Pension Plan $40.2B · 18,766
- Ford Motor Company UAW Retirement Plan $19.3B · 27,567
- Ford Motor Company General Retirement Plan $13.4B · 11,760
- Dow Employees' Pension Plan $13.0B · 13,759
- Fca US LLC UAW Pension Agreement $8.6B · 14,563
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Oakwood Healthcare, Inc. Cash Balance Plan by total assets, not by location.
- Clarios Pension Plan Battery Division Hourly Employees (WI) $255M · 1,398
- I.a.T.S.E. Local 16 Pension Plan (CA) $255M · 2,939
- U.a. Plumbers & Steamfitters Local 22 Pension Fund (NY) $255M · 789
- IBEW Local No. 86 Pension Fund (NY) $255M · 662
Frequently Asked Questions
How did Oakwood Healthcare, Inc. Cash Balance Plan assets move in 2022? ▼
How have Oakwood Healthcare, Inc. plan assets changed over time? ▼
Where does Oakwood Healthcare, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Oakwood Healthcare, Inc. Cash Balance Plan? ▼
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Filing takeaways
Ways to act on Oakwood Healthcare, Inc. Cash Balance Plan's numbers.
- By total assets, Oakwood Healthcare, Inc. Cash Balance Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Michigan. Compare plans
- Oakwood Healthcare, Inc.'s sponsor-wide assets have grown 9.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans