Money Purchase · DOL Form 5500 · 2022

Willow View Mental Health System Money Purchase Plan

Data updated 2026-08-25

$586K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$146,392
Avg per participant Above avg balance/head
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Official DOL plan name: Willow View Mental Health System Employees' Pension Plan · Sponsored by Willow View Mental Health System · Oklahoma · Healthcare & Social Assistance

$586K in assets, 4 participants

Willow View Mental Health System's Willow View Mental Health System Employees' Pension Plan reported $586K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,160 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Willow View Mental Health System Employees' Pension Plan holds $586K for 4 participants - about $146,392 per participant, among the smaller plans by assets on file.

#3,160
in Healthcare & Social Assistance (20,060 peers)
-5.2%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Willow View Mental Health System Employees' Pension Plan among the smaller filed plans by assets

Willow View Mental Health System Employees' Pension Plan vs every filed plan by assets

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

$585,568 20th percentile higher than 20% 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

Willow View Mental Health System Employees' Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willow View Mental Health System Employees' Pension Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 730738716 · Willow View Mental Health System PY 2022 · Money Purchase

Willow View Mental Health System Employees' Pension Plan · $586K · 4 · 20th

  • NET $586K
  • BOOK 4
  • VS-ST 20th
  • BOY Money Purchase
  • SCH near Triformis Inc. Money Purchase Pension Plan
  • EBSA ind #3160

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 Oklahoma →

Willow View Mental Health System Employees' Pension Plan in the asset neighbourhood

Willow View Mental Health System Employees' Pension PlanWillow View Mental Health Sy…$586KTriformis Inc. Money Purchase Pension PlanTriformis Inc. Money Purchas…$590KCorrea Medical Group Retirement PlanCorrea Medical Group Retirem…$592KSoftware Plus Money Purchase$579KDouglas a. Green & Associates, Inc. Money Purchase Plan & TrustDouglas a. Green & Associate…$579K
End-of-year total assets ($M) among Willow View Mental Health System Employees' Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$618K
Net Assets (End of Year)$586K
Net Income-$32K
Employer EIN730738716
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Willow View Mental Health System)

Sponsor-wide plan assets over time

All Willow View Mental Health System plans reported in each filing year

Latest sponsor-wide plan assets
$583K 0.50036887261599% vs 2022
2024 filing year
$0.56M$0.58M$0.6M$0.62M$0.64M 202220232024 $0.59M $0.58M ▼ -1.7%
Year Plans Participants Total Assets
2022 1 4 $586K
2023 1 7 $634K
2024 1 7 $583K

Nearby Money Purchase Plans in Oklahoma

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

Willow View Mental Health System Employees' Pension Plan vs. nearby Money Purchase plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -20020406080100 Total assets ($M) Participants Willow View Mental Health System Employees' Pension Plan, Total assets ($M): 0.585568 · Participants: 4Willow View Mental Health System Employees' Pension PlanOklahoma Medical Research Foundation for Full-Time Employees, Total assets ($M): 79.102732 · Participants: 460Oklahoma Medical Research Foundation for Full-Time EmployeesGrand Lake Mental Health Center Money Purchase Plan, Total assets ($M): 15.201201 · Participants: 809Grand Lake Mental Health Center Money Purchase PlanThe Crosby Group Hourly Employees Pension Plus Plan, Total assets ($M): 12.78131 · Participants: 460The Crosby Group Hourly Employees Pension Plus PlanTinker Federal Credit Union Target Benefit Plan, Total assets ($M): 11.468481 · Participants: 636Tinker Federal Credit Union Target Benefit PlanIndian Health Care Resource Center Retirement Pla, Total assets ($M): 5.073048 · Participants: 126Indian Health Care Resource Center Retirement Pla
Willow View Mental Health System Employees' Pension Plan vs. nearby Money Purchase plans in Oklahoma, assets vs. participants
Compare Willow View Mental Health System Employees' Pension Plan side-by-side with 3 peers →

Willow View Mental Health System Employees' Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oklahoma, the nearest Money Purchase by assets is Triformis Inc. Money Purchase Pension Plan in TX ($590K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Willow View Mental Health System Employees' Pension Plan assets move in 2022? ▼
Willow View Mental Health System Employees' Pension Plan pulled back noticeably - down 5.2% during 2022, from $618K to $586K. Reported net income was -$32K.
How have Willow View Mental Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow View Mental Health System's sponsor-wide assets declined 0.5%, from $586K to $583K.
Where does Willow View Mental Health System Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Willow View Mental Health System Employees' Pension Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Willow View Mental Health System Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Triformis Inc. Money Purchase Pension Plan in TX ($590K, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Willow View Mental Health System Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants, $332K 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 730738716.

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.