Other · DOL Form 5500 · 2022

Oaks Integrated Care, Inc. Retirement Plan

Data updated 2026-08-11

$36M
Total assets
132
Participants
85th
Percentile by assets
$270,548
Avg per participant
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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.

  • 85th percentile by assets (of 139,126 plans)
  • #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.

$36M
total plan assets (2022 EOY)
132
covered participants
85th
percentile by assets (of 139,126 plans)
$270,548
avg assets per participant

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.

Where Oaks Integrated Care, Inc. 403(b) Plan sits 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 $2,010,000,000 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

State
New Jersey
Industry
Healthcare & Social Assistance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Oaks Integrated Care, Inc. 403(b) Plan reports 132 participants - about 16% of that state average ($36M EOY assets).

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.)

$60M$70M$80M$90M 202220232024 $70.2M $87.3M ▲ +24.5%
Total plan assets by year, all Oaks Integrated Care, Inc. plans on file
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 ($B) Participants Oaks Integrated Care…, Total assets ($B): 0.035712393 · Participants: 132Oaks Integrated Care…Consolidated 403(b) …, Total assets ($B): 1.561034783 · Participants: 18619Consolidated 403(b) …Princeton University…, Total assets ($B): 1.313612581 · Participants: 7627Princeton University…Rwjbarnabas Health 4…, Total assets ($B): 1.156327651 · Participants: 29563Rwjbarnabas Health 4…Educational Testing …, Total assets ($B): 0.821857381 · Participants: 3797Educational Testing …Atlantic Health Syst…, Total assets ($B): 0.759079123 · Participants: 19041Atlantic Health Syst…
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 →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Oaks Integrated Care, Inc. 403(b) Plan by total assets, not by location.

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).

Next read for Oaks Integrated Care, Inc. 403(b) Plan

Filing takeaways

Ways to act on Oaks Integrated Care, Inc. 403(b) Plan's numbers.

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.