Other · DOL Form 5500 · 2023
O'connor Woods Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 314
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $21,868
- Avg per participant Low balance/head
Official DOL plan name: O'connor Woods 403(b) Plan · Sponsored by O'connor Woods · California · Healthcare & Social Assistance
$7M in assets, 314 participants
O'connor Woods's O'connor Woods 403(b) Plan reported $7M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #9,879 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
O'connor Woods 403(b) Plan covers 314 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $7M.
- #9,879
- in Healthcare & Social Assistance (17,684 peers)
- +11.5%
- assets growth YoY
O'connor Woods 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
O'connor Woods 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,866,631 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
O'connor Woods 403(b) 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. O'connor Woods 403(b) Plan sits mid-pack in the medium band (314 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- O'connor Woods 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $707K in the plan year 2023 filing.
- O'connor Woods 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- O'connor Woods 403(b) Plan reported participants rose from 310 in the plan year 2022 filing to 314 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 680201024 · O'connor Woods PY 2023 · Other
O'connor Woods 403(b) Plan · $7M · 314 · 51st
- PART $7M
- PART 314
- PART 51st
- PART Other
- PART near Employee Benefit Plan of Cobb B. LLC
- PART ind #9879
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 →
O'connor Woods 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $707K |
| Employer EIN | 680201024 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O'connor Woods)
Sponsor-wide plan assets over time
All O'connor Woods plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 10.107719365636209% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 310 | $6M |
| 2023 | 1 | 314 | $7M |
| 2024 | 1 | 327 | $7M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
O'connor Woods 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Employee Benefit Plan of Cobb B. LLC in NY ($7M); by covered participants it is Wellspring Child & Family Service 403(b) Retirement Plan in MI (314 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (314 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.