Other · DOL Form 5500 · 2022
Oaks Integrated Care, Inc. Retirement Plan
Data updated 2026-08-11
- $34M
- Total assets
- 1,254
- Participants
- 84th
- Percentile by assets
- $27,462
- Avg per participant
Official DOL plan name: Oaks Integrated Care, Inc. 403(b) Savings Plan · Sponsored by Oaks Integrated Care, Inc. · New Jersey · Healthcare & Social Assistance
$34M in assets, 1,254 participants
Oaks Integrated Care, Inc.'s Oaks Integrated Care, Inc. 403(b) Savings Plan reported $34M in total assets and 1,254 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 139,126 plans)
- #17,421 in Healthcare & Social Assistance (20,060 peers)
Where Oaks Integrated Care, Inc. 403(b) Savings Plan sits by assets
Oaks Integrated Care, Inc. 403(b) Savings Plan sits in the top quartile of all filed plans by assets, $34M for 1,254 participants (~$27,462/participant), down 7.6% in 2022.
- $34M
- total plan assets (2022 EOY)
- 1,254
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $27,462
- avg assets per participant
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.
Where Oaks Integrated Care, Inc. 403(b) Savings Plan sits by total assets
Oaks Integrated Care, Inc. 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$34,437,894 Top 16% higher than 84% 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
Oaks Integrated Care, Inc. 403(b) Savings Plan vs the 2022 asset distribution
By assets, Oaks Integrated Care, Inc. 403(b) Savings Plan outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$3M |
| Employer EIN | 237048397 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oaks Integrated Care, Inc.)
| 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.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
Similar-Sized Other Plans Nationally
Other plans in other states closest to Oaks Integrated Care, Inc. 403(b) Savings Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Oaks Integrated Care, Inc. 403(b) Saving…
Scale reading
Ways to act on Oaks Integrated Care, Inc. 403(b) Savings Plan's numbers.
- By total assets, Oaks Integrated Care, Inc. 403(b) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- Oaks Integrated Care, Inc.'s sponsor-wide assets have grown 24.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans