401(k) · DOL Form 5500 · 2022

Toi Management, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
583
Participants Below avg headcount
70th
Percentile by assets National rank
$21,922
Avg per participant Low balance/head
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Official DOL plan name: The Oncology Institute Retirement Plan · Sponsored by Toi Management, LLC · California · Healthcare & Social Assistance

$13M in assets, 583 participants

Toi Management, LLC's The Oncology Institute Retirement Plan reported $13M in total assets and 583 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,957 in Healthcare & Social Assistance (20,060 peers)

Toi Management, LLC multi-year trail

Toi Management, LLC's plans moved +62.8% in assets from 2022 to 2024; this filing shows The Oncology Institute Retirement Plan at $13M / 583 participants.

#14,957
in Healthcare & Social Assistance (20,060 peers)
+20.1%
assets growth YoY

The Oncology Institute Retirement Plan's outsized position by total assets

The Oncology Institute Retirement Plan vs every filed plan by assets

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

$12,780,275 Top 30% higher than 70% 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

The Oncology Institute Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Oncology Institute Retirement Plan sits mid-pack in the medium band (583 participants).

Form 5500 schedule snapshot

Filing strip 831856196 · Toi Management, LLC PY 2022 · 401(k)

The Oncology Institute Retirement Plan · $13M · 583 · 70th

  • IND $13M
  • EOY 583
  • 5500 70th
  • ASSETS 401(k)
  • PCT near The Ogeechee Group, Inc. 401 K Plan
  • EIN ind #14957

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 California →

The Oncology Institute Retirement Plan in the asset neighbourhood

The Oncology Institute Retirement PlanThe Oncology Institute Retir…$13MThe Ogeechee Group, Inc. 401 K PlanThe Ogeechee Group, Inc. 401…$13MSafe-Harbor 403(b) Thrift Plan for Employees of San Antonio Lighthouse for the BlindSafe-Harbor 403(b) Thrift Pl…$13MMastery Logistics Systems, Inc. 401(k) PlanMastery Logistics Systems, I…$13MPrestera Center for Mental Health Services, Inc. 401(k) Retirement PlanPrestera Center for Mental H…$13M
End-of-year total assets ($M) among The Oncology Institute Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Toi Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Toi Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 62.792553368374314% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.8M $20.8M ▲ +62.8%
Year Plans Participants Total Assets
2022 1 583 $13M
2023 1 754 $17M
2024 1 755 $21M

Toi Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN831856196
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Oncology Institute Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Oncology Institute Retirement Plan, Total assets ($B): 0.012780275 · Participants: 583The Oncology Institute Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Oncology Institute Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

The Oncology Institute Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Ogeechee Group, Inc. 401 K Plan in GA ($13M); by covered participants it is Sapiens Americas Corporation Employee Savings Plan in NJ (583 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (583 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 The Oncology Institute Retirement Plan assets move in 2022?
The Oncology Institute Retirement Plan grew sharply - up 20.1% during 2022, from $11M to $13M. Reported net income was $2M.
How have Toi Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Toi Management, LLC's sponsor-wide assets grew 62.8%, from $13M to $21M.
Which 401(k) plans are similar in size to The Oncology Institute Retirement Plan?
Among 401(k) plans in other states, the closest by assets is The Ogeechee Group, Inc. 401 K Plan in GA ($13M, 728 participants).
Which 401(k) plans cover a similar participant headcount to The Oncology Institute Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Sapiens Americas Corporation Employee Savings Plan in NJ (583 participants, $162M in assets).