Other · DOL Form 5500 · 2023

Oaks Integrated Care, Inc. Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,202
Participants Near avg headcount
83rd
Percentile by assets National rank
$34,203
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oaks Integrated Care, Inc. 403(b) Savings Plan · Sponsored by Oaks Integrated Care, Inc. · New Jersey · Healthcare & Social Assistance

$41M in assets, 1,202 participants

Oaks Integrated Care, Inc.'s Oaks Integrated Care, Inc. 403(b) Savings Plan reported $41M in total assets and 1,202 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,183 in Healthcare & Social Assistance (17,684 peers)

Where Oaks Integrated Care, Inc. 403(b) Savings Plan sits by assets

Oaks Integrated Care, Inc. 403(b) Savings Plan sits in the top quartile of all filed plans by assets, $41M for 1,202 participants (~$34,203/participant), up 19.4% in 2023.

#15,183
in Healthcare & Social Assistance (17,684 peers)
+19.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$41,111,551 Top 17% higher than 83% 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) Savings Plan's large-plan peer group by participant 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) Savings Plan lands in the large band (1,202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oaks Integrated Care, Inc. 403(b) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Oaks Integrated Care, Inc. 403(b) Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Oaks Integrated Care, Inc. 403(b) Savings Plan reported participants fell from 1,254 in the plan year 2022 filing to 1,202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Oaks Integrated Care, Inc. 403(b) Savings Plan · $41M · 1,202 · 83rd

  • IND $41M
  • IND 1,202
  • IND 83rd
  • IND Other
  • IND near United Way Worldwide Tax Deferred Savings Plan
  • IND ind #15183

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) Savings Plan in the asset neighbourhood

Huggins Hospital Retirement Savings PlanHuggins Hospital Retirement …$41MWarren Wilson College 403(b) DC PlanWarren Wilson College 403(b)…$41MOaks Integrated Care, Inc. 403(b) Savings PlanOaks Integrated Care, Inc. 4…$41MUnited Way Worldwide Tax Deferred Savings PlanUnited Way Worldwide Tax Def…$41MBeverly Hospital Matching Savings PlanBeverly Hospital Matching Sa…$41M
End-of-year total assets ($M) among Oaks Integrated Care, Inc. 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN237048397
Plan Effective Date2004-07-01
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) Savings 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 ($B) Participants Oaks Integrated Care, Inc. 403(b) Savings Plan, Total assets ($B): 0.041111551 · Participants: 1202Oaks Integrated Care, Inc. 403(b) Savings 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) Savings Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Oaks Integrated Care, Inc. 403(b) Savings Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest Other by assets is United Way Worldwide Tax Deferred Savings Plan in VA ($41M); by covered participants it is Owensboro Health 403(b) Match Plan in KY (1,200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,202 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) Savings Plan assets move in 2023? ▼
Oaks Integrated Care, Inc. 403(b) Savings Plan grew sharply - up 19.4% during 2023, from $34M to $41M. Reported net income was $7M.
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) Savings Plan rank by assets among Form 5500 filers? ▼
Oaks Integrated Care, Inc. 403(b) Savings Plan ranks in the 83rd 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) Savings Plan? ▼
Among Other plans in other states, the closest by assets is United Way Worldwide Tax Deferred Savings Plan in VA ($41M, 218 participants).
Which Other plans cover a similar participant headcount to Oaks Integrated Care, Inc. 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Owensboro Health 403(b) Match Plan in KY (1,200 participants, $123M 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.