401(k) · DOL Form 5500 · 2023

Oakleaf Surgical Hospital LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
339
Participants Below avg headcount
75th
Percentile by assets National rank
$67,113
Avg per participant Below avg balance/head
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Official DOL plan name: Oakleaf Surgical Hospital LLC Profit Sharing Plan · Sponsored by Oakleaf Surgical Hospital LLC · Wisconsin · Healthcare & Social Assistance

$23M in assets, 339 participants

Oakleaf Surgical Hospital LLC's Oakleaf Surgical Hospital LLC Profit Sharing Plan reported $23M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,947 in Healthcare & Social Assistance (17,684 peers)

Where Oakleaf Surgical Hospital LLC Profit Sharing Plan sits by assets

Oakleaf Surgical Hospital LLC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 339 participants (~$67,113/participant), up 18.4% in 2023.

#13,947
in Healthcare & Social Assistance (17,684 peers)
+18.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Oakleaf Surgical Hospital LLC Profit Sharing Plan's outsized position by total assets

Oakleaf Surgical Hospital LLC Profit Sharing Plan vs every filed plan by assets

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

$22,751,148 Top 25% higher than 75% 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

Oakleaf Surgical Hospital LLC Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakleaf Surgical Hospital LLC Profit Sharing Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakleaf Surgical Hospital LLC Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Oakleaf Surgical Hospital LLC Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Oakleaf Surgical Hospital LLC Profit Sharing Plan reported participants rose from 318 in the plan year 2022 filing to 339 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 721375184 · Oakleaf Surgical Hospital LLC PY 2023 · 401(k)

Oakleaf Surgical Hospital LLC Profit Sharing Plan · $23M · 339 · 75th

  • EOY $23M
  • 5500 339
  • ASSETS 75th
  • PCT 401(k)
  • EIN near Lynker Corporation 401(k) Profit Sharing Plan and Trust
  • RANK ind #13947

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 Wisconsin →

Oakleaf Surgical Hospital LLC Profit Sharing Plan in the asset neighbourhood

Oakleaf Surgical Hospital LLC Profit Sharing PlanOakleaf Surgical Hospital LL…$23MLynker Corporation 401(k) Profit Sharing Plan and TrustLynker Corporation 401(k) Pr…$23MCollins Community Credit Union 401(k) Plan and TruCollins Community Credit Uni…$23MCommunity Health Center Retirement PlanCommunity Health Center Reti…$23MLifeshare Blood Center 401(k) Retirement PlanLifeshare Blood Center 401(k…$23M
End-of-year total assets ($M) among Oakleaf Surgical Hospital LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN721375184
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakleaf Surgical Hospital LLC)

Sponsor-wide plan assets over time

All Oakleaf Surgical Hospital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.97492223839937% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.2M $24.6M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 318 $19M
2023 1 339 $23M
2024 1 342 $25M

Nearby 401(k) Plans in Wisconsin

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

Oakleaf Surgical Hospital LLC Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Oakleaf Surgical Hospital LLC Profit Sharing Plan, Total assets ($B): 0.022751148 · Participants: 339Oakleaf Surgical Hospital LLC Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Oakleaf Surgical Hospital LLC Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oakleaf Surgical Hospital LLC Profit Sharing Plan side-by-side with 3 peers →

Oakleaf Surgical Hospital LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lynker Corporation 401(k) Profit Sharing Plan and Trust in VA ($23M); by covered participants it is Simply Storage Management , LLC 401(k) Plan in FL (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Oakleaf Surgical Hospital LLC Profit Sharing Plan assets move in 2023? ▼
Oakleaf Surgical Hospital LLC Profit Sharing Plan grew sharply - up 18.4% during 2023, from $19M to $23M. Reported net income was $4M.
How have Oakleaf Surgical Hospital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakleaf Surgical Hospital LLC's sponsor-wide assets grew 28.0%, from $19M to $25M.
Where does Oakleaf Surgical Hospital LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oakleaf Surgical Hospital LLC Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oakleaf Surgical Hospital LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lynker Corporation 401(k) Profit Sharing Plan and Trust in VA ($23M, 657 participants).
Which 401(k) plans cover a similar participant headcount to Oakleaf Surgical Hospital LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Simply Storage Management , LLC 401(k) Plan in FL (339 participants, N/A 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 721375184.

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.