Other · DOL Form 5500 · 2023
On Lok Inc. Retirement Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 1,060
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $95,573
- Avg per participant Below avg balance/head
Official DOL plan name: On Lok Retirement Savings Plan · Sponsored by On Lok Inc. · California · Healthcare & Social Assistance
$101M in assets, 1,060 participants
On Lok Inc.'s On Lok Retirement Savings Plan reported $101M in total assets and 1,060 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #16,344 in Healthcare & Social Assistance (17,684 peers)
Where On Lok Retirement Savings Plan sits by assets
On Lok Retirement Savings Plan sits in the top 10% of all filed plans by assets, $101M for 1,060 participants (~$95,573/participant), up 21.1% in 2023.
- #16,344
- in Healthcare & Social Assistance (17,684 peers)
- +21.1%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
On Lok Retirement Savings Plan's outsized position by total assets
On Lok Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$101,307,439 Top 9% higher than 91% 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
On Lok Retirement 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. On Lok Retirement Savings Plan lands in the large band (1,060 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- On Lok Retirement Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- On Lok Retirement Savings Plan end-of-year assets rose from $84M in the plan year 2022 filing to $101M in the plan year 2023 filing.
- On Lok Retirement Savings Plan reported participants rose from 1,027 in the plan year 2022 filing to 1,060 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 943101464 · On Lok Inc. PY 2023 · Other
On Lok Retirement Savings Plan · $101M · 1,060 · 91st
- PART $101M
- PART 1,060
- PART 91st
- PART Other
- PART near Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan
- PART ind #16344
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 California →
On Lok Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $18M |
| Employer EIN | 943101464 |
| Plan Effective Date | 1979-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (On Lok Inc.)
Sponsor-wide plan assets over time
All On Lok Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 42.343900810508586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,027 | $84M |
| 2023 | 1 | 1,060 | $101M |
| 2024 | 1 | 1,179 | $119M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
On Lok Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan in NE ($101M); by covered participants it is 403(b) Thrift Plan for Employees of Ability Beyond Disability, Inc. in CT (1,061 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,060 participants); asset peers above are excluded.
- 403(b) Thrift Plan for Employees of Ability Beyond Disability, Inc. (CT) 1,061 · 1 off
- Merrimack College 403(b) Retirement Plan (MA) 1,058 · 2 off
- Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons (NY) 1,063 · 3 off
- Lafayette College Retirement Plan (PA) 1,064 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.