Other · DOL Form 5500 · 2024
Oaks Integrated Care, Inc. Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 1,175
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $40,330
- Avg per participant Low balance/head
Official DOL plan name: Oaks Integrated Care, Inc. 403(b) Savings Plan · Sponsored by Oaks Integrated Care, Inc. · New Jersey · Healthcare & Social Assistance
$47M in assets, 1,175 participants
Oaks Integrated Care, Inc.'s Oaks Integrated Care, Inc. 403(b) Savings Plan reported $47M in total assets and 1,175 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #14,521 in Healthcare & Social Assistance (16,916 peers)
Where Oaks Integrated Care, Inc. 403(b) Savings Plan sits by assets
Oaks Integrated Care, Inc. 403(b) Savings Plan sits in the top quartile of all filed plans by assets, $47M for 1,175 participants (~$40,330/participant), up 15.3% in 2024.
- #14,521
- in Healthcare & Social Assistance (16,916 peers)
- +15.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Oaks Integrated Care, Inc. 403(b) Savings Plan's outsized position by total assets
Oaks Integrated Care, Inc. 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,387,948 Top 16% higher than 84% 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
Oaks Integrated Care, Inc. 403(b) Savings Plan's large-plan peer group by participant 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) Savings Plan lands in the large band (1,175 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oaks Integrated Care, Inc. 403(b) Savings Plan end-of-year assets rose from $41M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Oaks Integrated Care, Inc. 403(b) Savings Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Oaks Integrated Care, Inc. 403(b) Savings Plan reported participants fell from 1,202 in the plan year 2023 filing to 1,175 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 237048397 · Oaks Integrated Care, Inc. PY 2024 · Other
Oaks Integrated Care, Inc. 403(b) Savings Plan · $47M · 1,175 · 84th
- SCH $47M
- SCH 1,175
- SCH 84th
- SCH Other
- SCH near Shell Point Thrift Plan
- SCH ind #14521
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) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $6M |
| Employer EIN | 237048397 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING 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
| 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.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Oaks Integrated Care, Inc. 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Shell Point Thrift Plan in FL ($47M); by covered participants it is St. Ann's Community 403(b) Retirement Plan in NY (1,175 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Shell Point Thrift Plan (FL) $47M · 1,116
- John Cooper School Defined Contribution Retirement Plan (TX) $47M · 348
- Stowers Group 403(b) Savings Plan (MO) $47M · 527
- Child Care Resource Center 403b Retirement Savings Plan (CA) $47M · 1,158
Similar participant headcount
Nearest other-state filings by covered participants (1,175 participants); asset peers above are excluded.
- St. Ann's Community 403(b) Retirement Plan (NY) 1,175 · 0 off
- Firelands Regional Medical Center 403(b) Plan (OH) 1,176 · 1 off
- Employee Benefit of Spectrum Health Systems, Inc. (MA) 1,177 · 2 off
- Fairfield University Defined Contribution Retirement Plan (CT) 1,178 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.