Other · DOL Form 5500 · 2024
Oakland Family Services Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $24,727
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Oakland Family Services · Sponsored by Oakland Family Services · Michigan · Healthcare & Social Assistance
$3M in assets, 134 participants
Oakland Family Services's 403(b) Thrift Plan of Oakland Family Services reported $3M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,086 in Healthcare & Social Assistance (16,916 peers)
Coverage in Michigan
403(b) Thrift Plan of Oakland Family Services covers 134 participants in Michigan, about 21% of the average Michigan filer (state average ~638 per filing). Assets: $3M.
- #6,086
- in Healthcare & Social Assistance (16,916 peers)
- +25.9%
- assets growth YoY
403(b) Thrift Plan of Oakland Family Services's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Oakland Family Services vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,313,406 35th percentile higher than 35% 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
403(b) Thrift Plan of Oakland Family Services 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. 403(b) Thrift Plan of Oakland Family Services sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Oakland Family Services end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- 403(b) Thrift Plan of Oakland Family Services reported participants fell from 136 in the plan year 2023 filing to 134 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 381358388 · Oakland Family Services PY 2024 · Other
403(b) Thrift Plan of Oakland Family Services · $3M · 134 · 35th
- PHOTO $3M
- IND 134
- EOY 35th
- 5500 Other
- ASSETS near Orchard House School 403(b) Retirement Plan
- PCT ind #6086
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 Michigan →
403(b) Thrift Plan of Oakland Family Services in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $681K |
| Employer EIN | 381358388 |
| Plan Effective Date | 2005-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakland Family Services)
Sponsor-wide plan assets over time
All Oakland Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 68.28118254722013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 157 | $2M |
| 2023 | 1 | 136 | $3M |
| 2024 | 1 | 134 | $3M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC UAW Savings Plan $5.2B · 44,591
- Fca US LLC Salaried Employees' Savings Plan $5.1B · 15,683
- Spectrum Health System 403(b) Plan $3.2B · 32,821
- Beaumont Health 403(b) Retirement Savings Plan $3.0B · 34,160
- Henry Ford Health System Heritage 403(b) Plan $1.4B · 14,465
403(b) Thrift Plan of Oakland Family Services's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Orchard House School 403(b) Retirement Plan in VA ($3M); by covered participants it is Child Care Aware of America 403(b) Retirement Plan in VA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Child Care Aware of America 403(b) Retirement Plan (VA) 134 · 0 off
- Baton Rouge Christian Education Foundation, Inc. Dba the Dunham School Defined Contribution Retirement Plan (LA) 134 · 0 off
- 403(b) Thrift Plan of Nashville Rescue Mission Ministries, LLC (TN) 134 · 0 off
- Wellington School DC Retirement Plan (OH) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.