Other · DOL Form 5500 · 2023

Oakland Family Services Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
136
Participants Small participant base
34th
Percentile by assets National rank
$19,354
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 403(b) Thrift Plan of Oakland Family Services · Sponsored by Oakland Family Services · Michigan · Healthcare & Social Assistance

$3M in assets, 136 participants

Oakland Family Services's 403(b) Thrift Plan of Oakland Family Services reported $3M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,011 in Healthcare & Social Assistance (17,684 peers)

Coverage in Michigan

403(b) Thrift Plan of Oakland Family Services covers 136 participants in Michigan, about 21% of the average Michigan filer (state average ~638 per filing). Assets: $3M.

#6,011
in Healthcare & Social Assistance (17,684 peers)
+33.7%
assets growth YoY

403(b) Thrift Plan of Oakland Family Services's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Oakland Family Services vs every filed plan by assets

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

$2,632,168 34th percentile higher than 34% 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

403(b) Thrift Plan of Oakland Family Services 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. 403(b) Thrift Plan of Oakland Family Services sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Oakland Family Services reported net income rose from -$129K in the plan year 2022 filing to $663K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Oakland Family Services end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Oakland Family Services reported participants fell from 157 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381358388 · Oakland Family Services PY 2023 · Other

403(b) Thrift Plan of Oakland Family Services · $3M · 136 · 34th

  • PHOTO $3M
  • PHOTO 136
  • PHOTO 34th
  • PHOTO Other
  • PHOTO near L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan
  • PHOTO ind #6011

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 →

403(b) Thrift Plan of Oakland Family Services in the asset neighbourhood

403(b) Thrift Plan of Oakland Family Services403(b) Thrift Plan of Oaklan…$3ML.B.J. & C. Development Corporation Tax Sheltered Annuity PlanL.B.J. & C. Development Corp…$3MThe Priority Center 403(b) PlanThe Priority Center 403(b) P…$3MCommunity Support Services of Missouri 403(b) PlanCommunity Support Services o…$3MCommunities in Schools of Philadelphia 403(b) DC & Tda PlanCommunities in Schools of Ph…$3M
End-of-year total assets ($M) among 403(b) Thrift Plan of Oakland Family Services and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$663K
Employer EIN381358388
Plan Effective Date2005-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakland Family Services)

Sponsor-wide plan assets over time

All Oakland Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$3M 68.28118254722013% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.97M $3.31M ▲ +68.0%
Year Plans Participants Total Assets
2022 1 157 $2M
2023 1 136 $3M
2024 1 134 $3M

Nearby Other Plans in Michigan

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

403(b) Thrift Plan of Oakland Family Services vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants 403(b) Thrift Plan of Oakland Family Services, Total assets ($B): 0.002632168 · Participants: 136403(b) Thrift Plan of Oakland Family ServicesFca 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
403(b) Thrift Plan of Oakland Family Services vs. nearby Other plans in Michigan, assets vs. participants
Compare 403(b) Thrift Plan of Oakland Family Services side-by-side with 3 peers →

403(b) Thrift Plan of Oakland Family Services's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN ($3M); by covered participants it is The Corporate Source, Inc. Pr 401(k) Plan in NY (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 403(b) Thrift Plan of Oakland Family Services assets move in 2023? ▼
403(b) Thrift Plan of Oakland Family Services surged - up 33.7% during 2023, from $2M to $3M. Reported net income was $663K.
How have Oakland Family Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakland Family Services's sponsor-wide assets grew 68.3%, from $2M to $3M.
Which Other plans are similar in size to 403(b) Thrift Plan of Oakland Family Services? ▼
Among Other plans in other states, the closest by assets is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN ($3M, 245 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Oakland Family Services? ▼
Among Other plans in other states, the closest by covered participants is The Corporate Source, Inc. Pr 401(k) Plan in NY (136 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 381358388.

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.