Other · DOL Form 5500 · 2024
O'connor Woods Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 327
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $20,740
- Avg per participant Low balance/head
Official DOL plan name: O'connor Woods 403(b) Plan · Sponsored by O'connor Woods · California · Healthcare & Social Assistance
$7M in assets, 327 participants
O'connor Woods's O'connor Woods 403(b) Plan reported $7M in total assets and 327 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #8,822 in Healthcare & Social Assistance (16,916 peers)
O'connor Woods multi-year trail
O'connor Woods's plans moved +10.1% in assets from 2022 to 2024; this filing shows O'connor Woods 403(b) Plan at $7M / 327 participants.
- #8,822
- in Healthcare & Social Assistance (16,916 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
O'connor Woods 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
O'connor Woods 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,782,009 48th percentile higher than 48% 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
O'connor Woods 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. O'connor Woods 403(b) Plan sits mid-pack in the medium band (327 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- O'connor Woods 403(b) Plan reported net income fell from $707K in the plan year 2023 filing to -$85K in the plan year 2024 filing.
- O'connor Woods 403(b) Plan reported participants rose from 314 in the plan year 2023 filing to 327 in the plan year 2024 filing.
- O'connor Woods 403(b) Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 680201024 · O'connor Woods PY 2024 · Other
O'connor Woods 403(b) Plan · $7M · 327 · 48th
- VS-ST $7M
- VS-ST 327
- VS-ST 48th
- VS-ST Other
- VS-ST near Campus Child Care, Inc. 403(b) Retirement Plan
- VS-ST ind #8822
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 California →
O'connor Woods 403(b) Plan in the asset neighbourhood
O'connor Woods multi-year asset trail
Sponsor-wide plan assets over time
All O'connor Woods plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 10.107719365636209% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 310 | $6M |
| 2023 | 1 | 314 | $7M |
| 2024 | 1 | 327 | $7M |
O'connor Woods filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$85K |
| Employer EIN | 680201024 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
O'connor Woods 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Campus Child Care, Inc. 403(b) Retirement Plan in MA ($7M); by covered participants it is St. Paul's School Defined Contribution Retirement Plan in NH (327 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Campus Child Care, Inc. 403(b) Retirement Plan (MA) $7M · 231
- Third Way Center, Inc. 403(b) Plan (CO) $7M · 170
- Food Lifeline 403(b) Plan (WA) $7M · 178
- New Communities, Inc. 403(b) Plan (ME) $7M · 303
Similar participant headcount
Nearest other-state filings by covered participants (327 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.