Other · DOL Form 5500 · 2022

Oaks Integrated Care, Inc. Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
132
Participants Small participant base
85th
Percentile by assets National rank
$270,548
Avg per participant High balance/head
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Official DOL plan name: Oaks Integrated Care, Inc. 403(b) Plan · Sponsored by Oaks Integrated Care, Inc. · New Jersey · Healthcare & Social Assistance

$36M in assets, 132 participants

Oaks Integrated Care, Inc.'s Oaks Integrated Care, Inc. 403(b) Plan reported $36M in total assets and 132 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.

  • #17,479 in Healthcare & Social Assistance (20,060 peers)

Coverage in New Jersey

Oaks Integrated Care, Inc. 403(b) Plan covers 132 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $36M.

#17,479
in Healthcare & Social Assistance (20,060 peers)
-13.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oaks Integrated Care, Inc. 403(b) Plan's outsized position by total assets

Oaks Integrated Care, Inc. 403(b) Plan vs every filed plan by assets

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

$35,712,393 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

Oaks Integrated Care, 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. Oaks Integrated Care, Inc. 403(b) Plan sits mid-pack in the medium band (132 participants).

EBSA filing schedule strip

Filing strip 237048397 · Oaks Integrated Care, Inc. PY 2022 · Other

Oaks Integrated Care, Inc. 403(b) Plan · $36M · 132 · 85th

  • EIN $36M
  • RANK 132
  • PHOTO 85th
  • IND Other
  • EOY near Veterans Medical Research Foundation Retirement Plan
  • 5500 ind #17479

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 New Jersey →

Oaks Integrated Care, Inc. 403(b) Plan in the asset neighbourhood

Compass Health Retirement PlanCompass Health Retirement Pl…$36MTravelers & Immigrants Aid's Heartland Alliance for Human Needs and Human Rights Safe-Harbor 401(k) Profit-Sharing PlanTravelers & Immigrants Aid's…$36MVeterans Medical Research Foundation Retirement PlanVeterans Medical Research Fo…$36MOaks Integrated Care, Inc. 403(b) PlanOaks Integrated Care, Inc. 4…$36MImmaculata University DC Retirement PlanImmaculata University DC Ret…$36M
End-of-year total assets ($M) among Oaks Integrated Care, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$36M
Net Income-$6M
Employer EIN237048397
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oaks Integrated Care, Inc.)

Sponsor-wide plan assets over time

All Oaks Integrated Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 24.469483638748336% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $70.2M $87.3M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 1,386 $70M
2023 2 1,307 $78M
2024 2 1,272 $87M

Nearby Other Plans in New Jersey

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

Oaks Integrated Care, Inc. 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Oaks Integrated Care, Inc. 403(b) Plan, Total assets ($B): 0.035712393 · Participants: 132Oaks Integrated Care, Inc. 403(b) PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.313612581 · Participants: 7627Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 403(b) Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing Service 403(b) Retirement Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health System 403(b) Retirement Savings Plan
Oaks Integrated Care, Inc. 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Oaks Integrated Care, Inc. 403(b) Plan side-by-side with 3 peers →

Oaks Integrated Care, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Veterans Medical Research Foundation Retirement Plan in CA ($36M); by covered participants it is The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan in IL (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Oaks Integrated Care, Inc. 403(b) Plan assets move in 2022? ▼
Oaks Integrated Care, Inc. 403(b) Plan pulled back noticeably - down 13.7% during 2022, from $41M to $36M. Reported net income was -$6M.
How have Oaks Integrated Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaks Integrated Care, Inc.'s sponsor-wide assets grew 24.5%, from $70M to $87M.
Where does Oaks Integrated Care, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Oaks Integrated Care, Inc. 403(b) 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 Other plans are similar in size to Oaks Integrated Care, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Veterans Medical Research Foundation Retirement Plan in CA ($36M, 102 participants).
Which Other plans cover a similar participant headcount to Oaks Integrated Care, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Chicago Public Media, Inc. Tax Deferred Annuity (Tda) Plan in IL (132 participants, $21M 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 237048397.

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.