401(k) · DOL Form 5500 · 2024

Three Oaks Behavioral Health & Wellness 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 117
Participants Small participant base: 25th
Percentile by assets National rank: $10,242
Avg per participant Low balance/head

Official DOL plan name: Three Oaks Behavioral Health & Wellness 401(k) Plan · Sponsored by Three Oaks Behavioral Health & Wellness · North Carolina · Healthcare & Social Assistance

$1M in assets, 117 participants

Three Oaks Behavioral Health & Wellness's Three Oaks Behavioral Health & Wellness 401(k) Plan reported $1M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

#3,525 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Three Oaks Behavioral Health & Wellness 401(k) Plan covers 117 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $1M.

#3,525
in Healthcare & Social Assistance (16,916 peers): +75.5%
assets growth YoY

Three Oaks Behavioral Health & Wellness 401(k) Plan among the smaller filed plans by assets

Three Oaks Behavioral Health & Wellness 401(k) Plan vs every filed plan by assets

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

$1,198,299 25th percentile higher than 25% 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

Three Oaks Behavioral Health & Wellness 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Three Oaks Behavioral Health & Wellness 401(k) Plan sits mid-pack in the medium band (117 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 823430191 · Three Oaks Behavioral Health & Wellness PY 2024 · 401(k)

Three Oaks Behavioral Health & Wellness 401(k) Plan · $1M · 117 · 25th

BOOK $1M
VS-ST 117
BOY 25th
SCH 401(k)
EBSA near Silicon Valley Business Brokers Inc. Retirement Plan
PART ind #3525

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 North Carolina →

End-of-year total assets ($M) among Three Oaks Behavioral Health & Wellness 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)	$683K
Net Assets (End of Year)	$1M
Net Income	$515K
Employer EIN	823430191
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Three Oaks Behavioral Health & Wellness 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare Three Oaks Behavioral Health & Wellness 401(k) Plan side-by-side with 3 peers →

Three Oaks Behavioral Health & Wellness 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Silicon Valley Business Brokers Inc. Retirement Plan in CA ($1M); by covered participants it is Quality Beverage 401(k) Plan in MA (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Silicon Valley Business Brokers Inc. Retirement Plan (CA) $1M · 2
Pacific Gateway Concessions, LLC 401(k) Plan (CA) $1M · 22
Birmingham Barons, LLC 401(k) Profit Sharing Plan (AL) $1M · 32
Uspet Nutrition LLC Savings Investment Plan (CA) $1M · 10

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

Quality Beverage 401(k) Plan (MA) 117 · 0 off
Skytap, Inc. Retirement Plan (WA) 117 · 0 off
International Biomedical Employee's Profit Sharing Plan (TX) 117 · 0 off
Williams-Keepers LLC 401(k) Plan (MO) 117 · 0 off

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 Three Oaks Behavioral Health & Wellness 401(k) Plan assets move in 2024? ▼

Three Oaks Behavioral Health & Wellness 401(k) Plan surged - up 75.5% during 2024, from $683K to $1M. Reported net income was $515K.

Where does Three Oaks Behavioral Health & Wellness 401(k) Plan rank by assets among Form 5500 filers? ▼

Three Oaks Behavioral Health & Wellness 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).

Which 401(k) plans are similar in size to Three Oaks Behavioral Health & Wellness 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Silicon Valley Business Brokers Inc. Retirement Plan in CA ($1M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Three Oaks Behavioral Health & Wellness 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Quality Beverage 401(k) Plan in MA (117 participants, N/A 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 823430191.