Other · DOL Form 5500 · 2022

Oakwood Village University Woods Homes, Inc. Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
723
Participants Near avg headcount
74th
Percentile by assets National rank
$22,158
Avg per participant Low balance/head
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Official DOL plan name: Oakwood Village University Woods Homes, Inc. 403(b) Plan · Sponsored by Oakwood Village University Woods Homes, Inc. · Wisconsin · Healthcare & Social Assistance

$16M in assets, 723 participants

Oakwood Village University Woods Homes, Inc.'s Oakwood Village University Woods Homes, Inc. 403(b) Plan reported $16M in total assets and 723 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,651 in Healthcare & Social Assistance (20,060 peers)

Oakwood Village University Woods Homes, Inc. multi-year trail

Oakwood Village University Woods Homes, Inc.'s plans moved +31.3% in assets from 2022 to 2024; this filing shows Oakwood Village University Woods Homes, Inc. 403(b) Plan at $16M / 723 participants.

#15,651
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oakwood Village University Woods Homes, Inc. 403(b) Plan's outsized position by total assets

Oakwood Village University Woods Homes, Inc. 403(b) Plan vs every filed plan by assets

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

$16,020,046 Top 26% higher than 74% 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 Village University Woods Homes, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakwood Village University Woods Homes, Inc. 403(b) Plan sits mid-pack in the medium band (723 participants).

Form 5500 schedule snapshot

Filing strip 390790565 · Oakwood Village University Woods Homes, Inc. PY 2022 · Other

Oakwood Village University Woods Homes, Inc. 403(b) Plan · $16M · 723 · 74th

  • EOY $16M
  • EOY 723
  • EOY 74th
  • EOY Other
  • EOY near International Literacy Association DC Retirement Plan
  • EOY ind #15651

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 Wisconsin →

Oakwood Village University Woods Homes, Inc. 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Ohel Children's Home and Family Services, Inc.403(b) Thrift Plan of Ohel C…$16MSeabury Hall/College Preparatory School 403(b) DC PlanSeabury Hall/College Prepara…$16MOakwood Village University Woods Homes, Inc. 403(b) PlanOakwood Village University W…$16MInternational Literacy Association DC Retirement PlanInternational Literacy Assoc…$16MThe Galloway School Retirement PlanThe Galloway School Retireme…$16M
End-of-year total assets ($M) among Oakwood Village University Woods Homes, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Oakwood Village University Woods Homes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oakwood Village University Woods Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 31.329498055124187% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16M $21M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 723 $16M
2023 1 681 $19M
2024 1 728 $21M

Oakwood Village University Woods Homes, Inc. filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN390790565
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

Oakwood Village University Woods Homes, Inc. 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants Oakwood Village University Woods Homes, Inc. 403(b) Plan, Total assets ($B): 0.016020046 · Participants: 723Oakwood Village University Woods Homes, Inc. 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Oakwood Village University Woods Homes, Inc. 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Oakwood Village University Woods Homes, Inc. 403(b) Plan side-by-side with 3 peers →

Oakwood Village University Woods Homes, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is International Literacy Association DC Retirement Plan in DE ($16M); by covered participants it is North County Health Project, Inc. 403(b) Plan in CA (724 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (723 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 Village University Woods Homes, Inc. 403(b) Plan assets move in 2022? ▼
Oakwood Village University Woods Homes, Inc. 403(b) Plan pulled back noticeably - down 13.2% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Oakwood Village University Woods Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakwood Village University Woods Homes, Inc.'s sponsor-wide assets grew 31.3%, from $16M to $21M.
Which Other plans are similar in size to Oakwood Village University Woods Homes, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is International Literacy Association DC Retirement Plan in DE ($16M, 16 participants).
Which Other plans cover a similar participant headcount to Oakwood Village University Woods Homes, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is North County Health Project, Inc. 403(b) Plan in CA (724 participants, $40M 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 390790565.

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.