Other · DOL Form 5500 · 2023
Oakwood Village University Woods Homes, Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 681
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $27,928
- Avg per participant Low balance/head
Official DOL plan name: Oakwood Village University Woods Homes, Inc. 403(b) Plan · Sponsored by Oakwood Village University Woods Homes, Inc. · Wisconsin · Healthcare & Social Assistance
$19M in assets, 681 participants
Oakwood Village University Woods Homes, Inc.'s Oakwood Village University Woods Homes, Inc. 403(b) Plan reported $19M in total assets and 681 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #13,481 in Healthcare & Social Assistance (17,684 peers)
Oakwood Village University Woods Homes, Inc. multi-year trail
Oakwood Village University Woods Homes, Inc.'s plans moved +31.3% in assets from 2022 to 2024; this filing shows Oakwood Village University Woods Homes, Inc. 403(b) Plan at $19M / 681 participants.
- #13,481
- in Healthcare & Social Assistance (17,684 peers)
- +18.7%
- assets growth YoY
Oakwood Village University Woods Homes, Inc. 403(b) Plan's outsized position by total assets
Oakwood Village University Woods Homes, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,018,673 Top 28% higher than 72% 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
Oakwood Village University Woods Homes, Inc. 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. Oakwood Village University Woods Homes, Inc. 403(b) Plan sits mid-pack in the medium band (681 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oakwood Village University Woods Homes, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Oakwood Village University Woods Homes, Inc. 403(b) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Oakwood Village University Woods Homes, Inc. 403(b) Plan reported participants fell from 723 in the plan year 2022 filing to 681 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390790565 · Oakwood Village University Woods Homes, Inc. PY 2023 · Other
Oakwood Village University Woods Homes, Inc. 403(b) Plan · $19M · 681 · 72nd
- PHOTO $19M
- IND 681
- EOY 72nd
- 5500 Other
- ASSETS near Church Home of Hartford, Inc. Retirement Plan
- PCT ind #13481
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 →
Oakwood Village University Woods Homes, Inc. 403(b) Plan in the asset neighbourhood
Oakwood Village University Woods Homes, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Oakwood Village University Woods Homes, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 31.329498055124187% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 723 | $16M |
| 2023 | 1 | 681 | $19M |
| 2024 | 1 | 728 | $21M |
Oakwood Village University Woods Homes, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 390790565 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Oakwood Village University Woods Homes, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Church Home of Hartford, Inc. Retirement Plan in CT ($19M); by covered participants it is Breaking Ground 403(b) Plan in NY (680 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (681 participants); asset peers above are excluded.
- Breaking Ground 403(b) Plan (NY) 680 · 1 off
- Iona University Defined Contribution Retirement Plan (NY) 683 · 2 off
- Becket Academy 403(b) Plan (NH) 683 · 2 off
- Employee Benefit Plan of Community Action Corporation of South Texas (TX) 683 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.