Other · DOL Form 5500 · 2022
Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 1,265
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $52,864
- Avg per participant Low balance/head
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.
- #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.
- #18,386
- in Healthcare & Social Assistance (20,060 peers)
- -15.1%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
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's outsized position by total assets
Oaklawn Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$66,873,047 Top 10% higher than 90% 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
Oaklawn Tax Sheltered Annuity 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. Oaklawn Tax Sheltered Annuity Plan lands in the large band (1,265 participants).
EBSA filing schedule strip
Filing strip 381368347 · Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital PY 2022 · Other
Oaklawn Tax Sheltered Annuity Plan · $67M · 1,265 · 90th
- EIN $67M
- RANK 1,265
- PHOTO 90th
- IND Other
- EOY near Bellevue University Defined Contribution Retirement Plan
- 5500 ind #18386
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 Michigan →
Oaklawn Tax Sheltered Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $90M 33.85766764897074% vs 2022
- 2024 filing year
| 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.
- 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
Oaklawn Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Bellevue University Defined Contribution Retirement Plan in NE ($67M); by covered participants it is Howard Center Tax Deferred Annuity Plan in VT (1,265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,265 participants); asset peers above are excluded.
- Howard Center Tax Deferred Annuity Plan (VT) 1,265 · 0 off
- Clinica Sierra Vista Retirement Plan (CA) 1,263 · 2 off
- Howard Center Tax Deferred Annuity Plan (VT) 1,272 · 7 off
- Rocketship Education Retirement Savings Plan (CA) 1,273 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.