Profit Sharing · DOL Form 5500 · 2023
Oak Orchard Community Health Center, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 308
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $13,392
- Avg per participant Low balance/head
Official DOL plan name: Oak Orchard Health 403(b) Plan · Sponsored by Oak Orchard Community Health Center, Inc. · New York · Healthcare & Social Assistance
$4M in assets, 308 participants
Oak Orchard Community Health Center, Inc.'s Oak Orchard Health 403(b) Plan reported $4M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,729 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Oak Orchard Health 403(b) Plan covers 308 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $4M.
- #7,729
- in Healthcare & Social Assistance (17,684 peers)
- +38.5%
- assets growth YoY
Oak Orchard Health 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Oak Orchard Health 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,124,701 41st percentile higher than 41% 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
Oak Orchard Health 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. Oak Orchard Health 403(b) Plan sits mid-pack in the medium band (308 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oak Orchard Health 403(b) Plan reported net income rose from $442K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Oak Orchard Health 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Oak Orchard Health 403(b) Plan reported participants rose from 288 in the plan year 2022 filing to 308 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 161020913 · Oak Orchard Community Health Center, Inc. PY 2023 · Profit Sharing
Oak Orchard Health 403(b) Plan · $4M · 308 · 41st
- TYPE $4M
- NET 308
- BOOK 41st
- VS-ST Profit Sharing
- BOY near Wjl Distributors Inc Profit Sharing Plan
- SCH ind #7729
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 York →
Oak Orchard Health 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 161020913 |
| Plan Effective Date | 2009-12-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Orchard Community Health Center, Inc.)
Sponsor-wide plan assets over time
All Oak Orchard Community Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 83.37152312810684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $3M |
| 2023 | 1 | 308 | $4M |
| 2024 | 1 | 344 | $5M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Oak Orchard Health 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Wjl Distributors Inc Profit Sharing Plan in CA ($4M); by covered participants it is The Florida Aquarium Retirement Savings Plan in FL (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- The Florida Aquarium Retirement Savings Plan (FL) 308 · 0 off
- Rite of Passage Adolescent Treatment Centers and Schools, Inc. Retirement & Savings Plan (NV) 307 · 1 off
- Cc Industries and Affiliates Profit Sharing Plan for Salaried Employees (IL) 309 · 1 off
- Golden Arch Development LLC Savings and Profit Sharing Plan (PR) 309 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.