Money Purchase · DOL Form 5500 · 2023
The West Oakland Health Council Money Purchase Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $48,189
- Avg per participant Low balance/head
Official DOL plan name: The West Oakland Health Council Retirement Savings Plan · Sponsored by The West Oakland Health Council · California · Healthcare & Social Assistance
$6M in assets, 130 participants
The West Oakland Health Council's The West Oakland Health Council Retirement Savings Plan reported $6M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #9,503 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
The West Oakland Health Council Retirement Savings Plan covers 130 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $6M.
- #9,503
- in Healthcare & Social Assistance (17,684 peers)
- -1.1%
- assets change YoY
The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The West Oakland Health Council Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The West Oakland Health Council Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,264,506 49th percentile higher than 49% 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
The West Oakland Health Council Retirement Savings 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. The West Oakland Health Council Retirement Savings Plan sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The West Oakland Health Council Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to -$70K in the plan year 2023 filing.
- The West Oakland Health Council Retirement Savings Plan reported participants rose from 119 in the plan year 2022 filing to 130 in the plan year 2023 filing.
- The West Oakland Health Council Retirement Savings Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 941667294 · The West Oakland Health Council PY 2023 · Money Purchase
The West Oakland Health Council Retirement Savings Plan · $6M · 130 · 49th
- VS-ST $6M
- VS-ST 130
- VS-ST 49th
- VS-ST Money Purchase
- VS-ST near Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan
- VS-ST ind #9503
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 →
The West Oakland Health Council Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$70K |
| Employer EIN | 941667294 |
| Plan Effective Date | 1975-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The West Oakland Health Council)
Sponsor-wide plan assets over time
All The West Oakland Health Council plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 4.330442382702417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $6M |
| 2023 | 1 | 130 | $6M |
| 2024 | 1 | 123 | $7M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
The West Oakland Health Council Retirement Savings Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan in IN ($6M); by covered participants it is Curtis V. Cooper Primary Health Care, Inc. Pension Plan in GA (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Curtis V. Cooper Primary Health Care, Inc. Pension Plan (GA) 130 · 0 off
- Ocean Conservancy 401(a) DC Plan (DC) 130 · 0 off
- Blair Senior Services, Inc Money Purchase Plan (PA) 130 · 0 off
- Eaa Qualified Pension Plan (WI) 130 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.