Other · DOL Form 5500 · 2024
Oakwood Village University Woods Homes, Inc. Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 728
- Participants Near avg headcount
- 71st
- Percentile by assets National rank
- $28,900
- Avg per participant Low balance/head
Official DOL plan name: Oakwood Village University Woods Homes, Inc. 403(b) Plan · Sponsored by Oakwood Village University Woods Homes, Inc. · Wisconsin · Healthcare & Social Assistance
$21M in assets, 728 participants
Oakwood Village University Woods Homes, Inc.'s Oakwood Village University Woods Homes, Inc. 403(b) Plan reported $21M in total assets and 728 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,793 in Healthcare & Social Assistance (16,916 peers)
Oakwood Village University Woods Homes, Inc. multi-year trail
Oakwood Village University Woods Homes, Inc.'s plans moved +31.3% in assets from 2022 to 2024; this filing shows Oakwood Village University Woods Homes, Inc. 403(b) Plan at $21M / 728 participants.
- #12,793
- in Healthcare & Social Assistance (16,916 peers)
- +10.6%
- assets growth YoY
Oakwood Village University Woods Homes, Inc. 403(b) Plan's outsized position by total assets
Oakwood Village University Woods Homes, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,039,046 Top 29% higher than 71% 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
Oakwood Village University Woods Homes, Inc. 403(b) 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. Oakwood Village University Woods Homes, Inc. 403(b) Plan sits mid-pack in the medium band (728 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oakwood Village University Woods Homes, Inc. 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Oakwood Village University Woods Homes, Inc. 403(b) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Oakwood Village University Woods Homes, Inc. 403(b) Plan reported participants rose from 681 in the plan year 2023 filing to 728 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390790565 · Oakwood Village University Woods Homes, Inc. PY 2024 · Other
Oakwood Village University Woods Homes, Inc. 403(b) Plan · $21M · 728 · 71st
- ASSETS $21M
- PCT 728
- EIN 71st
- RANK Other
- PHOTO near My Community Dental Centers, Inc. 403(b) Plan
- IND ind #12793
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 →
Oakwood Village University Woods Homes, Inc. 403(b) Plan in the asset neighbourhood
Oakwood Village University Woods Homes, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Oakwood Village University Woods Homes, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 31.329498055124187% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 723 | $16M |
| 2023 | 1 | 681 | $19M |
| 2024 | 1 | 728 | $21M |
Oakwood Village University Woods Homes, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 390790565 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.6B · 6,796
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
Oakwood Village University Woods Homes, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is My Community Dental Centers, Inc. 403(b) Plan in MI ($21M); by covered participants it is Northwestern Medical Center, Inc. 403(b) Plan in VT (731 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- My Community Dental Centers, Inc. 403(b) Plan (MI) $21M · 425
- The Elisabeth Morrow School 403(b) Retirement Plan (NJ) $21M · 101
- Housing Works, Inc. 403(b) Plan (NY) $21M · 325
- La Frontera Center, Inc. 403(b) Plan (AZ) $21M · 1,473
Similar participant headcount
Nearest other-state filings by covered participants (728 participants); asset peers above are excluded.
- Northwestern Medical Center, Inc. 403(b) Plan (VT) 731 · 3 off
- Woodward Academy Retirement Plan (GA) 725 · 3 off
- Simmons University Retirement Plan (MA) 731 · 3 off
- Sheltering Arms 403(b) Retirement Plan (VA) 731 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.