Other · DOL Form 5500 · 2023

Oaks Integrated Care, Inc. Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
105
Participants Small participant base
82nd
Percentile by assets National rank
$355,530
Avg per participant High balance/head
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Official DOL plan name: Oaks Integrated Care, Inc. 403(b) Plan · Sponsored by Oaks Integrated Care, Inc. · New Jersey · Healthcare & Social Assistance

$37M in assets, 105 participants

Oaks Integrated Care, Inc.'s Oaks Integrated Care, Inc. 403(b) Plan reported $37M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,008 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Oaks Integrated Care, Inc. 403(b) Plan covers 105 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $37M.

#15,008
in Healthcare & Social Assistance (17,684 peers)
+4.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oaks Integrated Care, Inc. 403(b) Plan's outsized position by total assets

Oaks Integrated Care, Inc. 403(b) Plan vs every filed plan by assets

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

$37,330,679 Top 18% higher than 82% 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

Oaks Integrated Care, 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. Oaks Integrated Care, Inc. 403(b) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oaks Integrated Care, Inc. 403(b) Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Oaks Integrated Care, Inc. 403(b) Plan reported participants fell from 132 in the plan year 2022 filing to 105 in the plan year 2023 filing.
  • Oaks Integrated Care, Inc. 403(b) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237048397 · Oaks Integrated Care, Inc. PY 2023 · Other

Oaks Integrated Care, Inc. 403(b) Plan · $37M · 105 · 82nd

  • EOY $37M
  • EOY 105
  • EOY 82nd
  • EOY Other
  • EOY near Malone University 403(b) DC Plan
  • EOY ind #15008

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 New Jersey →

Oaks Integrated Care, Inc. 403(b) Plan in the asset neighbourhood

Urban School of San Francisco Defined Contribution Retirement PlanUrban School of San Francisc…$37MMalone University 403(b) DC PlanMalone University 403(b) DC …$37MOaks Integrated Care, Inc. 403(b) PlanOaks Integrated Care, Inc. 4…$37MLake Forest Academy Defined Contribution PlanLake Forest Academy Defined …$37MPopulation Services International 403(b) PlanPopulation Services Internat…$37M
End-of-year total assets ($M) among Oaks Integrated Care, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$37M
Net Income$2M
Employer EIN237048397
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oaks Integrated Care, Inc.)

Sponsor-wide plan assets over time

All Oaks Integrated Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 24.469483638748336% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $70.2M $87.3M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 1,386 $70M
2023 2 1,307 $78M
2024 2 1,272 $87M

Nearby Other Plans in New Jersey

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

Oaks Integrated Care, Inc. 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Oaks Integrated Care, Inc. 403(b) Plan, Total assets ($B): 0.037330679 · Participants: 105Oaks Integrated Care, Inc. 403(b) PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Oaks Integrated Care, Inc. 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Oaks Integrated Care, Inc. 403(b) Plan side-by-side with 3 peers →

Oaks Integrated Care, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Malone University 403(b) DC Plan in OH ($37M); by covered participants it is Trinity Christian Academy Defined Contribution Plan- in TN (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Oaks Integrated Care, Inc. 403(b) Plan assets move in 2023? ▼
Oaks Integrated Care, Inc. 403(b) Plan edged up modestly - up 4.5% during 2023, from $36M to $37M. Reported net income was $2M.
How have Oaks Integrated Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaks Integrated Care, Inc.'s sponsor-wide assets grew 24.5%, from $70M to $87M.
Where does Oaks Integrated Care, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Oaks Integrated Care, Inc. 403(b) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oaks Integrated Care, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Malone University 403(b) DC Plan in OH ($37M, 131 participants).
Which Other plans cover a similar participant headcount to Oaks Integrated Care, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Trinity Christian Academy Defined Contribution Plan- in TN (105 participants, $3M 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 237048397.

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.