401(k) · DOL Form 5500 · 2024

Oakleaf Clinics, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
300
Participants Below avg headcount
84th
Percentile by assets National rank
$164,084
Avg per participant Above avg balance/head
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Official DOL plan name: Oakleaf Clinics, Inc. Profit Sharing Plan · Sponsored by Oakleaf Clinics, Inc. · Wisconsin · Healthcare & Social Assistance

$49M in assets, 300 participants

Oakleaf Clinics, Inc.'s Oakleaf Clinics, Inc. Profit Sharing Plan reported $49M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,588 in Healthcare & Social Assistance (16,916 peers)

Where Oakleaf Clinics, Inc. Profit Sharing Plan sits by assets

Oakleaf Clinics, Inc. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $49M for 300 participants (~$164,084/participant), up 18.6% in 2024.

#14,588
in Healthcare & Social Assistance (16,916 peers)
+18.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Oakleaf Clinics, Inc. Profit Sharing Plan's outsized position by total assets

Oakleaf Clinics, Inc. Profit Sharing Plan vs every filed plan by assets

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

$49,225,067 Top 16% higher than 84% 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

Oakleaf Clinics, Inc. Profit Sharing 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. Oakleaf Clinics, Inc. Profit Sharing Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oakleaf Clinics, Inc. Profit Sharing Plan end-of-year assets rose from $41M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Oakleaf Clinics, Inc. Profit Sharing Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Oakleaf Clinics, Inc. Profit Sharing Plan reported participants rose from 276 in the plan year 2023 filing to 300 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 274563392 · Oakleaf Clinics, Inc. PY 2024 · 401(k)

Oakleaf Clinics, Inc. Profit Sharing Plan · $49M · 300 · 84th

  • ASSETS $49M
  • PCT 300
  • EIN 84th
  • RANK 401(k)
  • PHOTO near Engagemed 401(k) Plan
  • IND ind #14588

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 Wisconsin →

Oakleaf Clinics, Inc. Profit Sharing Plan in the asset neighbourhood

Oakleaf Clinics, Inc. Profit Sharing PlanOakleaf Clinics, Inc. Profit…$49MMacon Orthopedic & Hand Center, PA 401(k) Profit Sharing PlanMacon Orthopedic & Hand Cent…$49MEngagemed 401(k) Plan$49MR.F. Macdonald Company 401(k) Retirement Savings PlanR.F. Macdonald Company 401(k…$49MVirginia Emergency Medicine Associates, Ltd. Retirement PlanVirginia Emergency Medicine …$49M
End-of-year total assets ($M) among Oakleaf Clinics, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$8M
Employer EIN274563392
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakleaf Clinics, Inc.)

Sponsor-wide plan assets over time

All Oakleaf Clinics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 40.51277716839037% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35M $49.2M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 246 $35M
2023 1 276 $41M
2024 1 300 $49M

Nearby 401(k) Plans in Wisconsin

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

Oakleaf Clinics, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Oakleaf Clinics, Inc. Profit Sharing Plan, Total assets ($B): 0.049225067 · Participants: 300Oakleaf Clinics, Inc. Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Oakleaf Clinics, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oakleaf Clinics, Inc. Profit Sharing Plan side-by-side with 3 peers →

Oakleaf Clinics, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Engagemed 401(k) Plan in AR ($49M); by covered participants it is Minnesota Elevator, Inc. 401(k) Profit Sharing Plan in MN (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Oakleaf Clinics, Inc. Profit Sharing Plan assets move in 2024? ▼
Oakleaf Clinics, Inc. Profit Sharing Plan grew sharply - up 18.6% during 2024, from $41M to $49M. Reported net income was $8M.
How have Oakleaf Clinics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakleaf Clinics, Inc.'s sponsor-wide assets grew 40.5%, from $35M to $49M.
Where does Oakleaf Clinics, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Oakleaf Clinics, Inc. Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oakleaf Clinics, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Engagemed 401(k) Plan in AR ($49M, 1,065 participants).
Which 401(k) plans cover a similar participant headcount to Oakleaf Clinics, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minnesota Elevator, Inc. 401(k) Profit Sharing Plan in MN (300 participants, $33M 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 274563392.

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.