Other · DOL Form 5500 · 2024
Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital Retirement Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 1,149
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $77,907
- Avg per participant Below avg balance/head
Official DOL plan name: Oaklawn Tax Sheltered Annuity Plan · Sponsored by Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital · Michigan · Healthcare & Social Assistance
$90M in assets, 1,149 participants
Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital's Oaklawn Tax Sheltered Annuity Plan reported $90M in total assets and 1,149 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #15,382 in Healthcare & Social Assistance (16,916 peers)
Where Oaklawn Tax Sheltered Annuity Plan sits by assets
Oaklawn Tax Sheltered Annuity Plan sits in the top 10% of all filed plans by assets, $90M for 1,149 participants (~$77,907/participant), up 16.4% in 2024.
- #15,382
- in Healthcare & Social Assistance (16,916 peers)
- +16.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Oaklawn Tax Sheltered Annuity Plan's outsized position by total assets
Oaklawn Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$89,514,701 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oaklawn Tax Sheltered Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oaklawn Tax Sheltered Annuity Plan lands in the large band (1,149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oaklawn Tax Sheltered Annuity Plan reported net income rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Oaklawn Tax Sheltered Annuity Plan end-of-year assets rose from $77M in the plan year 2023 filing to $90M in the plan year 2024 filing.
- Oaklawn Tax Sheltered Annuity Plan reported participants rose from 1,110 in the plan year 2023 filing to 1,149 in the plan year 2024 filing.
DOL schedule card
Filing strip 381368347 · Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital PY 2024 · Other
Oaklawn Tax Sheltered Annuity Plan · $90M · 1,149 · 90th
- IND $90M
- IND 1,149
- IND 90th
- IND Other
- IND near Albany Law School Retirement Plan
- IND ind #15382
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 Michigan →
Oaklawn Tax Sheltered Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $13M |
| Employer EIN | 381368347 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital)
Sponsor-wide plan assets over time
All Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital plans reported in each filing year
- Latest sponsor-wide plan assets
- $90M 33.85766764897074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,265 | $67M |
| 2023 | 1 | 1,110 | $77M |
| 2024 | 1 | 1,149 | $90M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
- Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465
Oaklawn Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Albany Law School Retirement Plan in NY ($89M); by covered participants it is Lifesouth 403(b) Plan in FL (1,150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Albany Law School Retirement Plan (NY) $89M · 106
- Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital (CA) $89M · 1,662
- The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees (NY) $89M · 453
- Froedtert South, Inc. Matched 403(b) Retirement Savings Plan (WI) $89M · 2,035
Similar participant headcount
Nearest other-state filings by covered participants (1,149 participants); asset peers above are excluded.
- Lifesouth 403(b) Plan (FL) 1,150 · 1 off
- University Physicians and Surgeons, Inc. Retirement Plan (WV) 1,151 · 2 off
- Dickinson College Defined Contribution Retirement Plan (PA) 1,147 · 2 off
- Regional Enterprises, Inc. 403(b) Plan (WI) 1,151 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.