401(k) · DOL Form 5500 · 2024

Oak Ridge Care Center, Inc. 401(k) Plan

Data updated 2026-08-25

$896K
Total assets Small plan by assets
193
Participants Below avg headcount
22nd
Percentile by assets National rank
$4,643
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oak Ridge Care Center Inc. 401(k) Plan · Sponsored by Oak Ridge Care Center, Inc. · Wisconsin · Healthcare & Social Assistance

$896K in assets, 193 participants

Oak Ridge Care Center, Inc.'s Oak Ridge Care Center Inc. 401(k) Plan reported $896K in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,038 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

Oak Ridge Care Center Inc. 401(k) Plan covers 193 participants in Wisconsin, about 34% of the average Wisconsin filer (state average ~563 per filing). Assets: $896K.

#3,038
in Healthcare & Social Assistance (16,916 peers)
+79.5%
assets growth YoY

Oak Ridge Care Center Inc. 401(k) Plan among the smaller filed plans by assets

Oak Ridge Care Center Inc. 401(k) Plan vs every filed plan by assets

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

$896,142 22nd percentile higher than 22% 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

Oak Ridge Care Center Inc. 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. Oak Ridge Care Center Inc. 401(k) Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oak Ridge Care Center Inc. 401(k) Plan end-of-year assets rose from $499K in the plan year 2023 filing to $896K in the plan year 2024 filing.
  • Oak Ridge Care Center Inc. 401(k) Plan reported net income rose from $282K in the plan year 2023 filing to $397K in the plan year 2024 filing.
  • Oak Ridge Care Center Inc. 401(k) Plan reported participants rose from 169 in the plan year 2023 filing to 193 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391081647 · Oak Ridge Care Center, Inc. PY 2024 · 401(k)

Oak Ridge Care Center Inc. 401(k) Plan · $896K · 193 · 22nd

  • RANK $896K
  • PHOTO 193
  • IND 22nd
  • EOY 401(k)
  • 5500 near Idaho Primary Care Association 401(k) Plan
  • ASSETS ind #3038

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 →

Oak Ridge Care Center Inc. 401(k) Plan in the asset neighbourhood

Oak Ridge Care Center Inc. 401(k) PlanOak Ridge Care Center Inc. 4…$896KIdaho Primary Care Association 401(k) PlanIdaho Primary Care Associati…$896KWardour Restoration Inc. Retirement PlanWardour Restoration Inc. Ret…$896KAll-Tech Heating & Cooling, Inc.Profit Sharing PlanAll-Tech Heating & Cooling, …$896KC. Scott Williams, Md, PC 401(k) PlanC. Scott Williams, Md, PC 40…$897K
End-of-year total assets ($M) among Oak Ridge Care Center Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$499K
Net Assets (End of Year)$896K
Net Income$397K
Employer EIN391081647
Plan Effective Date2021-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Ridge Care Center, Inc.)

Sponsor-wide plan assets over time

All Oak Ridge Care Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$896K 311.5557188454385% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0.22M $0.9M ▲ +309.1%
Year Plans Participants Total Assets
2022 1 169 $218K
2023 1 169 $499K
2024 1 193 $896K

Nearby 401(k) Plans in Wisconsin

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

Oak Ridge Care Center Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Oak Ridge Care Center Inc. 401(k) Plan, Total assets ($B): 0.000896142 · Participants: 193Oak Ridge Care Center Inc. 401(k) 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
Oak Ridge Care Center Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oak Ridge Care Center Inc. 401(k) Plan side-by-side with 3 peers →

Oak Ridge Care Center Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Idaho Primary Care Association 401(k) Plan in ID ($896K); by covered participants it is Spartan Race, Inc. 401(k) Plan in MA (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Oak Ridge Care Center Inc. 401(k) Plan assets move in 2024? ▼
Oak Ridge Care Center Inc. 401(k) Plan surged - up 79.5% during 2024, from $499K to $896K. Reported net income was $397K.
How have Oak Ridge Care Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Ridge Care Center, Inc.'s sponsor-wide assets grew 311.6%, from $218K to $896K.
Where does Oak Ridge Care Center Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Oak Ridge Care Center Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Oak Ridge Care Center Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idaho Primary Care Association 401(k) Plan in ID ($896K, 15 participants).
Which 401(k) plans cover a similar participant headcount to Oak Ridge Care Center Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spartan Race, Inc. 401(k) Plan in MA (193 participants, $5M 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 391081647.

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.