401(k) · DOL Form 5500 · 2022

Oakleaf Clinics, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
246
Participants Below avg headcount
85th
Percentile by assets National rank
$142,408
Avg per participant Near avg balance/head
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Official DOL plan name: Oakleaf Clinics, Inc. Profit Sharing Plan · Sponsored by Oakleaf Clinics, Inc. · Wisconsin · Healthcare & Social Assistance

$35M in assets, 246 participants

Oakleaf Clinics, Inc.'s Oakleaf Clinics, Inc. Profit Sharing Plan reported $35M in total assets and 246 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,451 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Oakleaf Clinics, Inc. Profit Sharing Plan covers 246 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $35M.

#17,451
in Healthcare & Social Assistance (20,060 peers)
-6.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oakleaf Clinics, Inc. Profit Sharing Plan's outsized position by total assets

Oakleaf Clinics, Inc. Profit Sharing Plan vs every filed plan by assets

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

$35,032,449 Top 15% higher than 85% 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

Oakleaf Clinics, Inc. Profit Sharing 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. Oakleaf Clinics, Inc. Profit Sharing Plan sits mid-pack in the medium band (246 participants).

Published 5500 schedule card

Filing strip 274563392 · Oakleaf Clinics, Inc. PY 2022 · 401(k)

Oakleaf Clinics, Inc. Profit Sharing Plan · $35M · 246 · 85th

  • PHOTO $35M
  • IND 246
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Libbey Supplemental Retirement Plan
  • PCT ind #17451

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 →

Oakleaf Clinics, Inc. Profit Sharing Plan in the asset neighbourhood

W&w Steel 401(k) Savings Plan$35MOakleaf Clinics, Inc. Profit Sharing PlanOakleaf Clinics, Inc. Profit…$35MLibbey Supplemental Retirement PlanLibbey Supplemental Retireme…$35MNeurology Group of Bergen County, P.a. 401(k) Retirement PlanNeurology Group of Bergen Co…$35MCharleston Ent Associates, LLC Profit Sharing PlanCharleston Ent Associates, L…$35M
End-of-year total assets ($M) among Oakleaf Clinics, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$35M
Net Income-$3M
Employer EIN274563392
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakleaf Clinics, Inc.)

Sponsor-wide plan assets over time

All Oakleaf Clinics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 40.51277716839037% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35M $49.2M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 246 $35M
2023 1 276 $41M
2024 1 300 $49M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oakleaf Clinics, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Oakleaf Clinics, Inc. Profit Sharing Plan, Total assets ($B): 0.035032449 · Participants: 246Oakleaf Clinics, Inc. Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Oakleaf Clinics, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oakleaf Clinics, Inc. Profit Sharing Plan side-by-side with 3 peers →

Oakleaf Clinics, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Libbey Supplemental Retirement Plan in OH ($35M); by covered participants it is J5 Infrastructure Partners 401(k) Plan in CA (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Oakleaf Clinics, Inc. Profit Sharing Plan assets move in 2022? ▼
Oakleaf Clinics, Inc. Profit Sharing Plan pulled back noticeably - down 6.1% during 2022, from $37M to $35M. Reported net income was -$3M.
How have Oakleaf Clinics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakleaf Clinics, Inc.'s sponsor-wide assets grew 40.5%, from $35M to $49M.
Where does Oakleaf Clinics, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oakleaf Clinics, Inc. Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oakleaf Clinics, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Libbey Supplemental Retirement Plan in OH ($35M, 711 participants).
Which 401(k) plans cover a similar participant headcount to Oakleaf Clinics, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J5 Infrastructure Partners 401(k) Plan in CA (246 participants, N/A 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 274563392.

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.