Profit Sharing · DOL Form 5500 · 2023
The Oak Clinic Profit Sharing Plan
Data updated 2026-08-11
- $9M
- Total assets
- 26
- Participants
- 57th
- Percentile by assets
- $357,227
- Avg per participant
Official DOL plan name: Oak Clinic Profit Sharing Plan · Sponsored by The Oak Clinic · Ohio · Healthcare & Social Assistance
$9M in assets, 26 participants
The Oak Clinic's Oak Clinic Profit Sharing Plan reported $9M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 127,072 plans)
- #11,085 in Healthcare & Social Assistance (17,684 peers)
The Oak Clinic multi-year trail
The Oak Clinic's plans moved +78.7% in assets from 2022 to 2024; this filing shows Oak Clinic Profit Sharing Plan at $9M / 26 participants.
- $9M
- total plan assets (2023 EOY)
- 26
- covered participants
- 57th
- percentile by assets (of 127,072 plans)
- $357,227
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oak Clinic Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Oak Clinic Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Oak Clinic Profit Sharing Plan reported participants fell from 28 in the plan year 2022 filing to 26 in the plan year 2023 filing.
The Oak Clinic across 3 plan years on file
Across the 3 plan years The Oak Clinic has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $12M, a gain of 78.7%, while reported participants moved from 28 to 26 (-7.1%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($7M).
The Oak Clinic multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $7M |
| 2023 | 1 | 26 | $9M |
| 2024 | 1 | 26 | $12M |
The Oak Clinic filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $3M |
| Employer EIN | 341930683 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Oak Clinic Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Oak Clinic Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Oak Clinic Profit Sharing Plan assets move in 2023? ▼
How have The Oak Clinic plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Oak Clinic Profit Sharing Plan? ▼
Next read for Oak Clinic Profit Sharing Plan
Multi-year trail
Ways to act on Oak Clinic Profit Sharing Plan's numbers.
- By total assets, Oak Clinic Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
- The Oak Clinic's sponsor-wide assets have grown 78.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans