Money Purchase · DOL Form 5500 · 2024

Willow View Mental Health System Money Purchase Plan

Data updated 2026-08-25

$583K
Total assets Small plan by assets
7
Participants Small participant base
19th
Percentile by assets National rank
$83,234
Avg per participant Below avg balance/head
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Official DOL plan name: Willow View Mental Health System Employees' Pension Plan · Sponsored by Willow View Mental Health System · Oklahoma · Healthcare & Social Assistance

$583K in assets, 7 participants

Willow View Mental Health System's Willow View Mental Health System Employees' Pension Plan reported $583K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,420 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Willow View Mental Health System Employees' Pension Plan pulled back noticeably 8.1% in 2024 ($634K → $583K) for 7 participants.

#2,420
in Healthcare & Social Assistance (16,916 peers)
-8.1%
assets change YoY

Willow View Mental Health System Employees' Pension Plan among the smaller filed plans by assets

Willow View Mental Health System Employees' Pension Plan vs every filed plan by assets

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

$582,638 19th percentile higher than 19% 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

Willow View Mental Health System Employees' Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willow View Mental Health System Employees' Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Willow View Mental Health System Employees' Pension Plan end-of-year assets fell from $634K in the plan year 2023 filing to $583K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 730738716 · Willow View Mental Health System PY 2024 · Money Purchase

Willow View Mental Health System Employees' Pension Plan · $583K · 7 · 19th

  • EIN $583K
  • EIN 7
  • EIN 19th
  • EIN Money Purchase
  • EIN near Yaditza Colon Santini Retirement Plan Trust
  • EIN ind #2420

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 Oklahoma →

Willow View Mental Health System Employees' Pension Plan in the asset neighbourhood

Grupo Gastroenterologico Del Caribe, Csp Retirement PlanGrupo Gastroenterologico Del…$588KWillow View Mental Health System Employees' Pension PlanWillow View Mental Health Sy…$583KYaditza Colon Santini Retirement Plan TrustYaditza Colon Santini Retire…$584KDra. Denisse Monserrate Lara Retirement Plan Series 95-1089Dra. Denisse Monserrate Lara…$582KDres. Brignoni-Perez Retirement Plan Series 00-1904Dres. Brignoni-Perez Retirem…$577K
End-of-year total assets ($M) among Willow View Mental Health System Employees' Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Willow View Mental Health System years around the 2024 move

Sponsor-wide plan assets over time

All Willow View Mental Health System plans reported in each filing year

Latest sponsor-wide plan assets
$583K 0.50036887261599% vs 2022
2024 filing year
$0.56M$0.58M$0.6M$0.62M$0.64M 202220232024 $0.59M $0.58M ▼ -1.7%
Year Plans Participants Total Assets
2022 1 4 $586K
2023 1 7 $634K
2024 1 7 $583K

2024 asset-move particulars

Total Assets (Beginning of Year)$634K
Net Assets (End of Year)$583K
Net Income$49K
Employer EIN730738716
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Oklahoma

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

Willow View Mental Health System Employees' Pension Plan vs. nearby Money Purchase plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -50050100150200 Total assets ($M) Participants Willow View Mental Health System Employees' Pension Plan, Total assets ($M): 0.582638 · Participants: 7Willow View Mental Health System Employees' Pension PlanSupplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan, Total assets ($M): 188.689591 · Participants: 2210Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) PlanOklahoma Medical Research Foundation for Full-Time Employees, Total assets ($M): 99.87876 · Participants: 513Oklahoma Medical Research Foundation for Full-Time EmployeesGrand Lake Mental Health Center Money Purchase Plan, Total assets ($M): 28.681467 · Participants: 2080Grand Lake Mental Health Center Money Purchase PlanThe Crosby Group Hourly Employees Pension Plus Plan, Total assets ($M): 16.750334 · Participants: 469The Crosby Group Hourly Employees Pension Plus PlanTinker Federal Credit Union Target Benefit Plan, Total assets ($M): 16.209291 · Participants: 796Tinker Federal Credit Union Target Benefit Plan
Willow View Mental Health System Employees' Pension Plan vs. nearby Money Purchase plans in Oklahoma, assets vs. participants
Compare Willow View Mental Health System Employees' Pension Plan side-by-side with 3 peers →

Willow View Mental Health System Employees' Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oklahoma, the nearest Money Purchase by assets is Yaditza Colon Santini Retirement Plan Trust in PR ($584K); by covered participants it is Jm III Retirement Plan in PR (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Willow View Mental Health System Employees' Pension Plan assets move in 2024? ▼
Willow View Mental Health System Employees' Pension Plan pulled back noticeably - down 8.1% during 2024, from $634K to $583K. Reported net income was $49K.
How have Willow View Mental Health System plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Willow View Mental Health System's sponsor-wide assets declined 0.5%, from $586K to $583K.
Where does Willow View Mental Health System Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Willow View Mental Health System Employees' Pension Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Willow View Mental Health System Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Yaditza Colon Santini Retirement Plan Trust in PR ($584K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Willow View Mental Health System Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Jm III Retirement Plan in PR (7 participants, $1M 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 730738716.

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.