Other · DOL Form 5500 · 2022
Oaks Integrated Care, Inc. Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 1,254
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $27,462
- Avg per participant Low balance/head
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.
- #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.
- #17,421
- in Healthcare & Social Assistance (20,060 peers)
- -7.6%
- assets change YoY
- 0.3×
- 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.
Oaks Integrated Care, Inc. 403(b) Savings Plan's outsized position 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's large-plan peer group by participant 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) Savings Plan lands in the large band (1,254 participants).
EBSA filing schedule strip
Filing strip 237048397 · Oaks Integrated Care, Inc. PY 2022 · Other
Oaks Integrated Care, Inc. 403(b) Savings Plan · $34M · 1,254 · 84th
- PCT $34M
- PCT 1,254
- PCT 84th
- PCT Other
- PCT near Cayuga Medical Associates 403(b) Savings Plan
- PCT ind #17421
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) Savings Plan in the asset neighbourhood
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.)
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
| 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
Oaks Integrated Care, Inc. 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Cayuga Medical Associates 403(b) Savings Plan in NY ($34M); by covered participants it is Wellesley College 403(b) Retirement Plan in MA (1,254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,254 participants); asset peers above are excluded.
- Wellesley College 403(b) Retirement Plan (MA) 1,254 · 0 off
- Community Systems, Inc. Contributory 403 (B) Plan (MA) 1,255 · 1 off
- Lutheran Seniorlife Employees' Retirement Savings Plan (PA) 1,256 · 2 off
- Woods Hole Oceanographic Institution Defined Contribution Retirement Plan (MA) 1,252 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.