Money Purchase · DOL Form 5500 · 2022
The West Oakland Health Council Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $53,227
- Avg per participant Low balance/head
Official DOL plan name: The West Oakland Health Council Retirement Savings Plan · Sponsored by The West Oakland Health Council · California · Healthcare & Social Assistance
$6M in assets, 119 participants
The West Oakland Health Council's The West Oakland Health Council Retirement Savings Plan reported $6M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #12,309 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
The West Oakland Health Council Retirement Savings Plan covers 119 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $6M.
- #12,309
- in Healthcare & Social Assistance (20,060 peers)
- -25.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The West Oakland Health Council Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The West Oakland Health Council Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,334,018 Top 45% higher than 55% 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
The West Oakland Health Council Retirement Savings 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 West Oakland Health Council Retirement Savings Plan sits mid-pack in the medium band (119 participants).
Plan-year Form 5500 strip
Filing strip 941667294 · The West Oakland Health Council PY 2022 · Money Purchase
The West Oakland Health Council Retirement Savings Plan · $6M · 119 · 55th
- BOOK $6M
- BOOK 119
- BOOK 55th
- BOOK Money Purchase
- BOOK near Larkin & Associates PLLC Keogh Plan
- BOOK ind #12309
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 West Oakland Health Council Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 941667294 |
| Plan Effective Date | 1975-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The West Oakland Health Council)
Sponsor-wide plan assets over time
All The West Oakland Health Council plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 4.330442382702417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $6M |
| 2023 | 1 | 130 | $6M |
| 2024 | 1 | 123 | $7M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
The West Oakland Health Council Retirement Savings Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Larkin & Associates PLLC Keogh Plan in MI ($6M); by covered participants it is Fraunhofer USA, Inc. 401(a) DC Plan in MI (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.
- Fraunhofer USA, Inc. 401(a) DC Plan (MI) 119 · 0 off
- Iuoe Local 295 & 295c Employees Annuity Plan (NY) 118 · 1 off
- Gem State Radiology Money Purchase Pension Plan (ID) 120 · 1 off
- Duncan Regional Hospital Retirement Plan (OK) 120 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.