Other · DOL Form 5500 · 2023

Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital Retirement Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
1,110
Participants Near avg headcount
89th
Percentile by assets National rank
$69,290
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oaklawn Tax Sheltered Annuity Plan · Sponsored by Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital · Michigan · Healthcare & Social Assistance

$77M in assets, 1,110 participants

Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital's Oaklawn Tax Sheltered Annuity Plan reported $77M in total assets and 1,110 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,068 in Healthcare & Social Assistance (17,684 peers)

Where Oaklawn Tax Sheltered Annuity Plan sits by assets

Oaklawn Tax Sheltered Annuity Plan sits in the top quartile of all filed plans by assets, $77M for 1,110 participants (~$69,290/participant), up 15.0% in 2023.

#16,068
in Healthcare & Social Assistance (17,684 peers)
+15.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Oaklawn Tax Sheltered Annuity Plan's outsized position by total assets

Oaklawn Tax Sheltered Annuity Plan vs every filed plan by assets

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

$76,912,238 Top 11% higher than 89% 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

Oaklawn Tax Sheltered Annuity Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oaklawn Tax Sheltered Annuity Plan lands in the large band (1,110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oaklawn Tax Sheltered Annuity Plan reported net income rose from -$12M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Oaklawn Tax Sheltered Annuity Plan end-of-year assets rose from $67M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Oaklawn Tax Sheltered Annuity Plan reported participants fell from 1,265 in the plan year 2022 filing to 1,110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 381368347 · Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital PY 2023 · Other

Oaklawn Tax Sheltered Annuity Plan · $77M · 1,110 · 89th

  • VS-ST $77M
  • VS-ST 1,110
  • VS-ST 89th
  • VS-ST Other
  • VS-ST near Morehouse College Defined Contribution Plan
  • VS-ST ind #16068

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 Michigan →

Oaklawn Tax Sheltered Annuity Plan in the asset neighbourhood

Morehouse College Defined Contribution PlanMorehouse College Defined Co…$77MOaklawn Tax Sheltered Annuity PlanOaklawn Tax Sheltered Annuit…$77MFroedtert South, Inc. Matched 403(b) Retirement Savings PlanFroedtert South, Inc. Matche…$77MDameron Hospital Association 403(b) Retirement PlanDameron Hospital Association…$77MWindward School Retirement PlanWindward School Retirement P…$77M
End-of-year total assets ($M) among Oaklawn Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$77M
Net Income$10M
Employer EIN381368347
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital)

Sponsor-wide plan assets over time

All Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital plans reported in each filing year

Latest sponsor-wide plan assets
$90M 33.85766764897074% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.9M $89.5M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 1,265 $67M
2023 1 1,110 $77M
2024 1 1,149 $90M

Nearby Other Plans in Michigan

Peer Other plans, same state, same plan type, ranked by total assets.

Oaklawn Tax Sheltered Annuity Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Oaklawn Tax Sheltered Annuity Plan, Total assets ($B): 0.076912238 · Participants: 1110Oaklawn Tax Sheltered Annuity PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.820440935 · Participants: 16630Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.690971139 · Participants: 49473Fca US LLC UAW Savings PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.628827189 · Participants: 33717Beaumont Health 403(b) Retirement Savings PlanHenry Ford Health System Heritage 403(b) Plan, Total assets ($B): 1.284257295 · Participants: 15298Henry Ford Health System Heritage 403(b) PlanBronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan, Total assets ($B): 1.034484808 · Participants: 8357Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan
Oaklawn Tax Sheltered Annuity Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare Oaklawn Tax Sheltered Annuity Plan side-by-side with 3 peers →

Oaklawn Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Morehouse College Defined Contribution Plan in GA ($77M); by covered participants it is Mgh 403(b) Retirement Plan in IN (1,110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,110 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 Oaklawn Tax Sheltered Annuity Plan assets move in 2023? ▼
Oaklawn Tax Sheltered Annuity Plan grew sharply - up 15.0% during 2023, from $67M to $77M. Reported net income was $10M.
How have Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital's sponsor-wide assets grew 33.9%, from $67M to $90M.
Where does Oaklawn Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Oaklawn Tax Sheltered Annuity Plan ranks in the 89th 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 Other plans are similar in size to Oaklawn Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Morehouse College Defined Contribution Plan in GA ($77M, 701 participants).
Which Other plans cover a similar participant headcount to Oaklawn Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Mgh 403(b) Retirement Plan in IN (1,110 participants, $67M 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 381368347.

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.