401(k) · DOL Form 5500 · 2024
Oakleaf Surgical Hospital LLC 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 342
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $71,889
- Avg per participant Below avg balance/head
Official DOL plan name: Oakleaf Surgical Hospital LLC Profit Sharing Plan · Sponsored by Oakleaf Surgical Hospital LLC · Wisconsin · Healthcare & Social Assistance
$25M in assets, 342 participants
Oakleaf Surgical Hospital LLC's Oakleaf Surgical Hospital LLC Profit Sharing Plan reported $25M in total assets and 342 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #13,195 in Healthcare & Social Assistance (16,916 peers)
Oakleaf Surgical Hospital LLC multi-year trail
Oakleaf Surgical Hospital LLC's plans moved +28.0% in assets from 2022 to 2024; this filing shows Oakleaf Surgical Hospital LLC Profit Sharing Plan at $25M / 342 participants.
- #13,195
- in Healthcare & Social Assistance (16,916 peers)
- +8.1%
- assets growth YoY
Oakleaf Surgical Hospital LLC Profit Sharing Plan's outsized position by total assets
Oakleaf Surgical Hospital LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,586,034 Top 26% higher than 74% 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
Oakleaf Surgical Hospital LLC 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 Surgical Hospital LLC Profit Sharing Plan sits mid-pack in the medium band (342 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oakleaf Surgical Hospital LLC Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Oakleaf Surgical Hospital LLC Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 721375184 · Oakleaf Surgical Hospital LLC PY 2024 · 401(k)
Oakleaf Surgical Hospital LLC Profit Sharing Plan · $25M · 342 · 74th
- PART $25M
- TYPE 342
- NET 74th
- BOOK 401(k)
- VS-ST near The Gun Lake Tribal Gaming Authority 401(k) Retirement Plan
- BOY ind #13195
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 Surgical Hospital LLC Profit Sharing Plan in the asset neighbourhood
Oakleaf Surgical Hospital LLC multi-year asset trail
Sponsor-wide plan assets over time
All Oakleaf Surgical Hospital LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 27.97492223839937% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 318 | $19M |
| 2023 | 1 | 339 | $23M |
| 2024 | 1 | 342 | $25M |
Oakleaf Surgical Hospital LLC filing trail (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 721375184 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Oakleaf Surgical Hospital LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Gun Lake Tribal Gaming Authority 401(k) Retirement Plan in MI ($25M); by covered participants it is C. Stein, Inc. Retirement Plan in WA (342 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (342 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.