Profit Sharing · DOL Form 5500 · 2023

The Oak Clinic Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
26
Participants Small participant base
57th
Percentile by assets National rank
$357,227
Avg per participant High balance/head
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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.

  • #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.

#11,085
in Healthcare & Social Assistance (17,684 peers)
+39.1%
assets growth YoY

Oak Clinic Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Oak Clinic Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,287,903 Top 43% higher than 57% of 127,068 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 2023

Oak Clinic Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Clinic Profit Sharing Plan is a small filing (26 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341930683 · The Oak Clinic PY 2023 · Profit Sharing

Oak Clinic Profit Sharing Plan · $9M · 26 · 57th

  • NET $9M
  • BOOK 26
  • VS-ST 57th
  • BOY Profit Sharing
  • SCH near Messer-Bowers Profit Sharing Plan
  • EBSA ind #11085

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 Ohio →

Oak Clinic Profit Sharing Plan in the asset neighbourhood

Doleski & Wolford Orthodontics PC Retirement PlanDoleski & Wolford Orthodonti…$9MPresbyterian Manors of Mid-America, Inc. 403(b) PlanPresbyterian Manors of Mid-A…$9MOak Clinic Profit Sharing PlanOak Clinic Profit Sharing Pl…$9MMesser-Bowers Profit Sharing PlanMesser-Bowers Profit Sharing…$9MSteppingstone Day School Inc Employees Retirement PlanSteppingstone Day School Inc…$9M
End-of-year total assets ($M) among Oak Clinic Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Oak Clinic multi-year asset trail

Sponsor-wide plan assets over time

All The Oak Clinic plans reported in each filing year

Latest sponsor-wide plan assets
$12M 78.6812832297584% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.68M $11.9M ▲ +78.6%
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 EIN341930683
Plan Effective Date2000-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Oak Clinic Profit Sharing Plan, Total assets ($B): 0.009287903 · Participants: 26Oak Clinic Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Oak Clinic Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Oak Clinic Profit Sharing Plan side-by-side with 3 peers →

Oak Clinic Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Messer-Bowers Profit Sharing Plan in OK ($9M); by covered participants it is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oak Clinic Profit Sharing Plan assets move in 2023? ▼
Oak Clinic Profit Sharing Plan surged - up 39.1% during 2023, from $7M to $9M. Reported net income was $3M.
How have The Oak Clinic plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Oak Clinic's sponsor-wide assets grew 78.7%, from $7M to $12M.
Which Profit Sharing plans are similar in size to Oak Clinic Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Messer-Bowers Profit Sharing Plan in OK ($9M, 40 participants).
Which Profit Sharing plans cover a similar participant headcount to Oak Clinic Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is First Bank of Coastal Georgia Profit Sharing Plan in GA (26 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341930683.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.