Money Purchase · DOL Form 5500 · 2023

Willow View Mental Health System Money Purchase Plan

Data updated 2026-08-25

$634K
Total assets Small plan by assets: 7
Participants Small participant base: 20th
Percentile by assets National rank: $90,551
Avg per participant Below avg balance/head

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Official DOL plan name: Willow View Mental Health System Employees' Pension Plan · Sponsored by Willow View Mental Health System · Oklahoma · Healthcare & Social Assistance

$634K in assets, 7 participants

Willow View Mental Health System's Willow View Mental Health System Employees' Pension Plan reported $634K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

#2,683 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Willow View Mental Health System Employees' Pension Plan grew at a solid clip 8.2% in 2023 ($586K → $634K) for 7 participants.

#2,683
in Healthcare & Social Assistance (17,684 peers): +8.2%
assets growth YoY

Willow View Mental Health System Employees' Pension Plan among the smaller filed plans by assets

Willow View Mental Health System Employees' Pension Plan vs every filed plan by assets

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

$633,860 20th percentile higher than 20% 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

Willow View Mental Health System Employees' Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willow View Mental Health System Employees' Pension Plan is a micro filing (7 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Willow View Mental Health System Employees' Pension Plan reported net income rose from -$32K in the plan year 2022 filing to $48K in the plan year 2023 filing.
Willow View Mental Health System Employees' Pension Plan reported participants rose from 4 in the plan year 2022 filing to 7 in the plan year 2023 filing.
Willow View Mental Health System Employees' Pension Plan end-of-year assets rose from $586K in the plan year 2022 filing to $634K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 730738716 · Willow View Mental Health System PY 2023 · Money Purchase

Willow View Mental Health System Employees' Pension Plan · $634K · 7 · 20th

RANK $634K
RANK 7
RANK 20th
RANK Money Purchase
RANK near Iza & Sons Inc Money Purchase Pension Plan
RANK ind #2683

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 Oklahoma →

End-of-year total assets ($M) among Willow View Mental Health System Employees' Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Willow View Mental Health System years around the 2023 move

Latest sponsor-wide plan assets: $583K 0.50036887261599% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$586K
2023	1	7	$634K
2024	1	7	$583K

2023 asset-move particulars

Total Assets (Beginning of Year)	$586K
Net Assets (End of Year)	$634K
Net Income	$48K
Employer EIN	730738716
Plan Effective Date	1988-09-01
Filing Status	FILING RECEIVED

Nearby Money Purchase Plans in Oklahoma

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

Willow View Mental Health System Employees' Pension Plan vs. nearby Money Purchase plans in Oklahoma, assets vs. participants

Oklahoma Medical Research Foundation for Full-Time Employees $90M · 480
Grand Lake Mental Health Center Money Purchase Plan $22M · 1,116
The Crosby Group Hourly Employees Pension Plus Plan $15M · 438
Tinker Federal Credit Union Target Benefit Plan $14M · 664
Indian Health Care Resource Center Retirement Pla $6M · 161

Compare Willow View Mental Health System Employees' Pension Plan side-by-side with 3 peers →

Willow View Mental Health System Employees' Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oklahoma, the nearest Money Purchase by assets is Iza & Sons Inc Money Purchase Pension Plan in FL ($635K); by covered participants it is South Mesa Water Company Amended and Restated Money Purchase Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($634K here).

Iza & Sons Inc Money Purchase Pension Plan (FL) $635K · 4
Pine Bluff Cotton Belt Federal Credit Union Pension Plan & Trust (AR) $637K · 22
Mara Astacio Almodovar, Md Retirement Plan (PR) $637K · 3
Mark Trautmann Peters Md Retirement Plan (PR) $639K · 3

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

South Mesa Water Company Amended and Restated Money Purchase Plan (CA) 7 · 0 off
Retirement Plan of Constance B. Mellon 1965 Trust (PA) 7 · 0 off
Retirement Plan of Richard P. Mellon 1965 Trust (PA) 7 · 0 off
Edwin Valentin Malave, Md Retirement Plan (PR) 7 · 0 off

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 Willow View Mental Health System Employees' Pension Plan assets move in 2023? ▼

Willow View Mental Health System Employees' Pension Plan grew at a solid clip - up 8.2% during 2023, from $586K to $634K. Reported net income was $48K.

How have Willow View Mental Health System plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Willow View Mental Health System's sponsor-wide assets declined 0.5%, from $586K to $583K.

Where does Willow View Mental Health System Employees' Pension Plan rank by assets among Form 5500 filers? ▼

Willow View Mental Health System Employees' Pension Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Money Purchase plans are similar in size to Willow View Mental Health System Employees' Pension Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Iza & Sons Inc Money Purchase Pension Plan in FL ($635K, 4 participants).

Which Money Purchase plans cover a similar participant headcount to Willow View Mental Health System Employees' Pension Plan? ▼

Among Money Purchase plans in other states, the closest by covered participants is South Mesa Water Company Amended and Restated Money Purchase Plan in CA (7 participants, $299K 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 730738716.