401(k) · DOL Form 5500 · 2023

Oakleaf Clinics, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
276
Participants Below avg headcount
83rd
Percentile by assets National rank
$150,356
Avg per participant Above avg balance/head
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Official DOL plan name: Oakleaf Clinics, Inc. Profit Sharing Plan · Sponsored by Oakleaf Clinics, Inc. · Wisconsin · Healthcare & Social Assistance

$41M in assets, 276 participants

Oakleaf Clinics, Inc.'s Oakleaf Clinics, Inc. Profit Sharing Plan reported $41M in total assets and 276 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.

  • #15,198 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Oakleaf Clinics, Inc. Profit Sharing Plan covers 276 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $41M.

#15,198
in Healthcare & Social Assistance (17,684 peers)
+18.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oakleaf Clinics, Inc. Profit Sharing Plan's outsized position by total assets

Oakleaf Clinics, Inc. Profit Sharing Plan vs every filed plan by assets

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

$41,498,143 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

Oakleaf Clinics, Inc. Profit Sharing 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. Oakleaf Clinics, Inc. Profit Sharing Plan sits mid-pack in the medium band (276 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakleaf Clinics, Inc. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Oakleaf Clinics, Inc. Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Oakleaf Clinics, Inc. Profit Sharing Plan reported participants rose from 246 in the plan year 2022 filing to 276 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 274563392 · Oakleaf Clinics, Inc. PY 2023 · 401(k)

Oakleaf Clinics, Inc. Profit Sharing Plan · $41M · 276 · 83rd

  • 5500 $41M
  • ASSETS 276
  • PCT 83rd
  • EIN 401(k)
  • RANK near Bms Intermediaries, Inc. 401(k) Plan
  • PHOTO ind #15198

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 Wisconsin →

Oakleaf Clinics, Inc. Profit Sharing Plan in the asset neighbourhood

Oakleaf Clinics, Inc. Profit Sharing PlanOakleaf Clinics, Inc. Profit…$41MBms Intermediaries, Inc. 401(k) PlanBms Intermediaries, Inc. 401…$41MAkers Packaging Service, Inc. 401(k) Profit Sharing PlanAkers Packaging Service, Inc…$41MHansel Dealerships' Group Salary Savings PlanHansel Dealerships' Group Sa…$41MBgis Global Integrated Solutions US, LLC 401(k) PlanBgis Global Integrated Solut…$41M
End-of-year total assets ($M) among Oakleaf Clinics, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN274563392
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakleaf Clinics, Inc.)

Sponsor-wide plan assets over time

All Oakleaf Clinics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 40.51277716839037% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35M $49.2M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 246 $35M
2023 1 276 $41M
2024 1 300 $49M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oakleaf Clinics, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Oakleaf Clinics, Inc. Profit Sharing Plan, Total assets ($B): 0.041498143 · Participants: 276Oakleaf Clinics, Inc. Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Oakleaf Clinics, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oakleaf Clinics, Inc. Profit Sharing Plan side-by-side with 3 peers →

Oakleaf Clinics, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bms Intermediaries, Inc. 401(k) Plan in MN ($41M); by covered participants it is Deciphera 401(k) Plan in MA (276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Oakleaf Clinics, Inc. Profit Sharing Plan assets move in 2023? ▼
Oakleaf Clinics, Inc. Profit Sharing Plan grew sharply - up 18.5% during 2023, from $35M to $41M. Reported net income was $7M.
How have Oakleaf Clinics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakleaf Clinics, Inc.'s sponsor-wide assets grew 40.5%, from $35M to $49M.
Where does Oakleaf Clinics, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oakleaf Clinics, Inc. Profit Sharing 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 401(k) plans are similar in size to Oakleaf Clinics, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bms Intermediaries, Inc. 401(k) Plan in MN ($41M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Oakleaf Clinics, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Deciphera 401(k) Plan in MA (276 participants, $45M 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 274563392.

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.