Defined Benefit (Pension) · DOL Form 5500 · 2023
Oakwood Healthcare, Inc. Pension Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 831
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $50,653
- Avg per participant Low balance/head
Official DOL plan name: Oakwood Healthcare, Inc. Union Cash Balance Plan · Sponsored by Oakwood Healthcare, Inc. · Michigan · Healthcare & Social Assistance
$42M in assets, 831 participants
Oakwood Healthcare, Inc.'s Oakwood Healthcare, Inc. Union Cash Balance Plan reported $42M in total assets and 831 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #15,224 in Healthcare & Social Assistance (17,684 peers)
Where Oakwood Healthcare, Inc. Union Cash Balance Plan sits by assets
Oakwood Healthcare, Inc. Union Cash Balance Plan sits in the top quartile of all filed plans by assets, $42M for 831 participants (~$50,653/participant), up 1.7% in 2023.
- #15,224
- in Healthcare & Social Assistance (17,684 peers)
- +1.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Oakwood Healthcare, Inc. Union Cash Balance Plan's outsized position by total assets
Oakwood Healthcare, Inc. Union Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,092,603 Top 16% higher than 84% 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 Healthcare, Inc. Union Cash Balance 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 Healthcare, Inc. Union Cash Balance Plan sits mid-pack in the medium band (831 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oakwood Healthcare, Inc. Union Cash Balance Plan reported net income rose from -$13M in the plan year 2022 filing to $683K in the plan year 2023 filing.
- Oakwood Healthcare, Inc. Union Cash Balance Plan reported participants fell from 941 in the plan year 2022 filing to 831 in the plan year 2023 filing.
- Oakwood Healthcare, Inc. Union Cash Balance Plan end-of-year assets rose from $41M in the plan year 2022 filing to $42M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 381405141 · Oakwood Healthcare, Inc. PY 2023 · Defined Benefit (Pension)
Oakwood Healthcare, Inc. Union Cash Balance Plan · $42M · 831 · 84th
- PCT $42M
- PCT 831
- PCT 84th
- PCT Defined Benefit (Pension)
- PCT near The Graham Companies Pension Plan
- PCT ind #15224
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 →
Oakwood Healthcare, Inc. Union Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $683K |
| Employer EIN | 381405141 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakwood Healthcare, Inc.)
Sponsor-wide plan assets over time
All Oakwood Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $324M 9.419250993146042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,206 | $296M |
| 2023 | 2 | 2,883 | $311M |
| 2024 | 2 | 2,615 | $324M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
Oakwood Healthcare, Inc. Union Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is The Graham Companies Pension Plan in FL ($42M); by covered participants it is Diebold Nixdorf, Incorporated U.S. Pension Plan in OH (831 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- The Graham Companies Pension Plan (FL) $42M · 196
- Silgan Can Company Pension Plan for Hourly Employees (CA) $42M · 102
- Alside Retirement Plan (OH) $42M · 87
- Wisconsin Alumni Research Foundation Pension Plan (WI) $42M · 65
Similar participant headcount
Nearest other-state filings by covered participants (831 participants); asset peers above are excluded.
- Diebold Nixdorf, Incorporated U.S. Pension Plan (OH) 831 · 0 off
- Talen Energy Retirement Plan (TX) 831 · 0 off
- Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund (IN) 832 · 1 off
- American Cast Iron Pipe Company Pension Plan (AL) 832 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.