Other · DOL Form 5500 · 2024
Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital Retirement Plan
Data updated 2026-08-11
- $90M
- Total assets
- 1,149
- Participants
- 90th
- Percentile by assets
- $77,907
- Avg per participant
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.
- 90th percentile by assets (of 123,622 plans)
- #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.
- $90M
- total plan assets (2024 EOY)
- 1,149
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $77,907
- avg assets per participant
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.
Oaklawn Tax Sheltered Annuity Plan vs the 2024 asset distribution
By assets, Oaklawn Tax Sheltered Annuity Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
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)
| 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.
Oaklawn Tax Sheltered Annuity Plan vs. nearby Other plans in Michigan, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Oaklawn Tax Sheltered Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Oaklawn Tax Sheltered Annuity Plan assets move in 2024? ▼
How have Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital plan assets changed over time? ▼
Where does Oaklawn Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Oaklawn Tax Sheltered Annuity Plan? ▼
Next read for Oaklawn Tax Sheltered Annuity Plan
Scale reading
Ways to act on Oaklawn Tax Sheltered Annuity Plan's numbers.
- By total assets, Oaklawn Tax Sheltered Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Michigan. Compare plans
- Ella E. M. Brown Charitable Circle D/B/a Oaklawn Hospital's sponsor-wide assets have grown 33.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans