Other · DOL Form 5500 · 2022
Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital Retirement Plan
Data updated 2026-08-11
- $67M
- Total assets
- 1,265
- Participants
- 90th
- Percentile by assets
- $52,864
- Avg per participant
Official DOL plan name: Oaklawn Tax Sheltered Annuity Plan · Sponsored by Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital · Michigan · Healthcare & Social Assistance
$67M in assets, 1,265 participants
Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital's Oaklawn Tax Sheltered Annuity Plan reported $67M in total assets and 1,265 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 139,126 plans)
- #18,386 in Healthcare & Social Assistance (20,060 peers)
Where Oaklawn Tax Sheltered Annuity Plan sits by assets
Oaklawn Tax Sheltered Annuity Plan sits in the top 10% of all filed plans by assets, $67M for 1,265 participants (~$52,864/participant), down 15.1% in 2022.
- $67M
- total plan assets (2022 EOY)
- 1,265
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $52,864
- avg assets per participant
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oaklawn Tax Sheltered Annuity Plan vs the 2022 asset distribution
By assets, Oaklawn Tax Sheltered Annuity Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$12M |
| Employer EIN | 381368347 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,265 | $67M |
| 2023 | 1 | 1,110 | $77M |
| 2024 | 1 | 1,149 | $90M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
Oaklawn Tax Sheltered Annuity Plan vs. nearby Other plans in Michigan, assets vs. participants
- Fca US LLC Salaried Employees' Savings Plan $4.3B · 17,796
- Fca US LLC UAW Savings Plan $4.1B · 52,211
- Spectrum Health System 403(b) Plan $2.3B · 26,631
- Beaumont Health 403(b) Retirement Savings Plan $2.2B · 33,585
- Mclaren Employees' 403(b) Retirement Plan $1.4B · 21,255
Similar-Sized Other Plans Nationally
Other plans in other states closest to Oaklawn Tax Sheltered Annuity Plan by total assets, not by location.
- Bellevue University Defined Contribution Retirement Plan (NE) $67M · 2,710
- Anna Jaques 403(b) Retirement Plan (MA) $67M · 1,021
- Saint Vincent Retirement Plan (PA) $67M · 342
- Allen-Stevenson School Defined Contribution Retirement Plan (NY) $67M · 118
Frequently Asked Questions
How did Oaklawn Tax Sheltered Annuity Plan assets move in 2022? ▼
How have Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital plan assets changed over time? ▼
Where does Oaklawn Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Oaklawn Tax Sheltered Annuity Plan? ▼
Next read for Oaklawn Tax Sheltered Annuity Plan
Scale reading
Ways to act on Oaklawn Tax Sheltered Annuity Plan's numbers.
- By total assets, Oaklawn Tax Sheltered Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Michigan. Compare plans
- Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital's sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans