401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$97K
Total assets Small plan by assets
22
Participants Small participant base
6th
Percentile by assets National rank
$4,408
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

$97K in assets, 22 participants

Great Oak Senior Care, Inc.'s Great Oak Senior Care, Inc. 401(k) Plan reported $97K in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #799 in Healthcare & Social Assistance (20,060 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 $97K / 22 participants.

#799
in Healthcare & Social Assistance (20,060 peers)
-5.3%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$96,982 6th percentile higher than 6% of 139,123 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 2022

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

Plan-year 2022 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 (22 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 471960435 · Great Oak Senior Care, Inc. PY 2022 · 401(k)

Great Oak Senior Care, Inc. 401(k) Plan · $97K · 22 · 6th

  • PHOTO $97K
  • IND 22
  • EOY 6th
  • 5500 401(k)
  • ASSETS near Longhorn Acres LLC 401(k) Profit Sharing Plan & Trust
  • PCT ind #799

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. …$97KLonghorn Acres LLC 401(k) Profit Sharing Plan & TrustLonghorn Acres LLC 401(k) Pr…$97KAnderson Hall, Inc. 401(k) Profit Sharing PlanAnderson Hall, Inc. 401(k) P…$97KK-D Bird Ventures, Inc. 401(k) PlanK-D Bird Ventures, Inc. 401(…$97KBaumiller, Inc. 401(k) Plan$97K
End-of-year total assets ($M) among Great Oak Senior Care, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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 (2022)

Total Assets (Beginning of Year)$102K
Net Assets (End of Year)$97K
Net Income-$5K
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 -505101520 Total assets ($B) Participants Great Oak Senior Care, Inc. 401(k) Plan, Total assets ($B): 0.000096982 · Participants: 22Great Oak Senior Care, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.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 Longhorn Acres LLC 401(k) Profit Sharing Plan & Trust in TN ($97K); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022? ▼
Great Oak Senior Care, Inc. 401(k) Plan pulled back noticeably - down 5.3% during 2022, from $102K to $97K. Reported net income was -$5K.
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 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (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 Longhorn Acres LLC 401(k) Profit Sharing Plan & Trust in TN ($97K, 17 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 Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

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.