401(k) · DOL Form 5500 · 2024

Great Oak Senior Care, Inc. 401(k) Plan

Data updated 2026-08-25

$76K
Total assets Small plan by assets
17
Participants Small participant base
5th
Percentile by assets National rank
$4,460
Avg per participant Low balance/head
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Official DOL plan name: Great Oak Senior Care, Inc. 401(k) Plan · Sponsored by Great Oak Senior Care, Inc. · Minnesota · Healthcare & Social Assistance

$76K in assets, 17 participants

Great Oak Senior Care, Inc.'s Great Oak Senior Care, Inc. 401(k) Plan reported $76K in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #596 in Healthcare & Social Assistance (16,916 peers)

Great Oak Senior Care, Inc. multi-year trail

Great Oak Senior Care, Inc.'s plans moved +319.5% in assets from 2022 to 2024; this filing shows Great Oak Senior Care, Inc. 401(k) Plan at $76K / 17 participants.

#596
in Healthcare & Social Assistance (16,916 peers)
+58.3%
assets growth YoY

Great Oak Senior Care, Inc. 401(k) Plan among the smaller filed plans by assets

Great Oak Senior Care, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$75,828 5th percentile higher than 5% of 123,620 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 2024

Great Oak Senior Care, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Great Oak Senior Care, Inc. 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Great Oak Senior Care, Inc. 401(k) Plan reported net income rose from $12K in the plan year 2023 filing to $28K in the plan year 2024 filing.
  • Great Oak Senior Care, Inc. 401(k) Plan end-of-year assets fell from $109K in the plan year 2023 filing to $76K in the plan year 2024 filing.
  • Great Oak Senior Care, Inc. 401(k) Plan reported participants fell from 18 in the plan year 2023 filing to 17 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 471960435 · Great Oak Senior Care, Inc. PY 2024 · 401(k)

Great Oak Senior Care, Inc. 401(k) Plan · $76K · 17 · 5th

  • PART $76K
  • PART 17
  • PART 5th
  • PART 401(k)
  • PART near Perez Van Valzah Inc. 401(k) Profit Sharing Plan
  • PART ind #596

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 Minnesota →

Great Oak Senior Care, Inc. 401(k) Plan in the asset neighbourhood

Great Oak Senior Care, Inc. 401(k) PlanGreat Oak Senior Care, Inc. …$76KPerez Van Valzah Inc. 401(k) Profit Sharing PlanPerez Van Valzah Inc. 401(k)…$76K5280 Management Co. 401(k) Plan5280 Management Co. 401(k) P…$76KJjj Service Corp. 401(k) Plan$76KLogan Distributors, Inc. 401(k) PlanLogan Distributors, Inc. 401…$76K
End-of-year total assets ($M) among Great Oak Senior Care, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Great Oak Senior Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Great Oak Senior Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$407K 319.47784124889154% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.1M $0.41M ▲ +310.0%
Year Plans Participants Total Assets
2022 1 22 $97K
2023 1 18 $109K
2024 5 80 $407K

Great Oak Senior Care, Inc. filing trail (2024)

Total Assets (Beginning of Year)$48K
Net Assets (End of Year)$76K
Net Income$28K
Employer EIN471960435
Plan Effective Date2014-09-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Great Oak Senior Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Great Oak Senior Care, Inc. 401(k) Plan, Total assets ($B): 0.000075828 · Participants: 17Great Oak Senior Care, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Great Oak Senior Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Great Oak Senior Care, Inc. 401(k) Plan side-by-side with 3 peers →

Great Oak Senior Care, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Perez Van Valzah Inc. 401(k) Profit Sharing Plan in CA ($76K); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76K here).

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Great Oak Senior Care, Inc. 401(k) Plan assets move in 2024? ▼
Great Oak Senior Care, Inc. 401(k) Plan surged - up 58.3% during 2024, from $48K to $76K. Reported net income was $28K.
How have Great Oak Senior Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Great Oak Senior Care, Inc.'s sponsor-wide assets grew 319.5%, from $97K to $407K.
Where does Great Oak Senior Care, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Great Oak Senior Care, Inc. 401(k) Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Great Oak Senior Care, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perez Van Valzah Inc. 401(k) Profit Sharing Plan in CA ($76K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Great Oak Senior Care, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471960435.

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.