Other · DOL Form 5500 · 2024

Oaks Integrated Care, Inc. Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
97
Participants Small participant base
81st
Percentile by assets National rank
$411,626
Avg per participant High balance/head
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Official DOL plan name: Oaks Integrated Care, Inc. 403(b) Plan · Sponsored by Oaks Integrated Care, Inc. · New Jersey · Healthcare & Social Assistance

$40M in assets, 97 participants

Oaks Integrated Care, Inc.'s Oaks Integrated Care, Inc. 403(b) Plan reported $40M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,219 in Healthcare & Social Assistance (16,916 peers)

Where Oaks Integrated Care, Inc. 403(b) Plan sits by assets

Oaks Integrated Care, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $40M for 97 participants (~$411,626/participant), up 7.0% in 2024.

#14,219
in Healthcare & Social Assistance (16,916 peers)
+7.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oaks Integrated Care, Inc. 403(b) Plan's outsized position by total assets

Oaks Integrated Care, Inc. 403(b) Plan vs every filed plan by assets

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

$39,927,752 Top 19% higher than 81% 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

Oaks Integrated Care, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oaks Integrated Care, Inc. 403(b) Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oaks Integrated Care, Inc. 403(b) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Oaks Integrated Care, Inc. 403(b) Plan reported participants fell from 105 in the plan year 2023 filing to 97 in the plan year 2024 filing.
  • Oaks Integrated Care, Inc. 403(b) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 237048397 · Oaks Integrated Care, Inc. PY 2024 · Other

Oaks Integrated Care, Inc. 403(b) Plan · $40M · 97 · 81st

  • BOOK $40M
  • VS-ST 97
  • BOY 81st
  • SCH Other
  • EBSA near Metairie Park Country Day School Defined Contribution Plan
  • PART ind #14219

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 New Jersey →

Oaks Integrated Care, Inc. 403(b) Plan in the asset neighbourhood

Nichols College 403b Plan$40MLgi Services, LLC 403(b) Plan$40MMetairie Park Country Day School Defined Contribution PlanMetairie Park Country Day Sc…$40MOaks Integrated Care, Inc. 403(b) PlanOaks Integrated Care, Inc. 4…$40MThe Athenian School 403(b) PlanThe Athenian School 403(b) P…$40M
End-of-year total assets ($M) among Oaks Integrated Care, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN237048397
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oaks Integrated Care, Inc.)

Sponsor-wide plan assets over time

All Oaks Integrated Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 24.469483638748336% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $70.2M $87.3M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 1,386 $70M
2023 2 1,307 $78M
2024 2 1,272 $87M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Oaks Integrated Care, Inc. 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Oaks Integrated Care, Inc. 403(b) Plan, Total assets ($B): 0.039927752 · Participants: 97Oaks Integrated Care, Inc. 403(b) PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.804837689 · Participants: 16823Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.735336458 · Participants: 8763Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.498394819 · Participants: 28403Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.297256025 · Participants: 21490Atlantic Health System 403(b) Retirement Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.982278507 · Participants: 3501Educational Testing Service 403(b) Retirement Savings Plan
Oaks Integrated Care, Inc. 403(b) Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Oaks Integrated Care, Inc. 403(b) Plan side-by-side with 3 peers →

Oaks Integrated Care, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Metairie Park Country Day School Defined Contribution Plan in LA ($40M); by covered participants it is Walnut Hill School Defined Contribution Retirement Plan in MA (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Oaks Integrated Care, Inc. 403(b) Plan assets move in 2024? ▼
Oaks Integrated Care, Inc. 403(b) Plan grew at a solid clip - up 7.0% during 2024, from $37M to $40M. Reported net income was $3M.
How have Oaks Integrated Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaks Integrated Care, Inc.'s sponsor-wide assets grew 24.5%, from $70M to $87M.
Where does Oaks Integrated Care, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Oaks Integrated Care, Inc. 403(b) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oaks Integrated Care, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Metairie Park Country Day School Defined Contribution Plan in LA ($40M, 341 participants).
Which Other plans cover a similar participant headcount to Oaks Integrated Care, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Walnut Hill School Defined Contribution Retirement Plan in MA (97 participants, $19M 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 237048397.

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.