Money Purchase · DOL Form 5500 · 2024
Willow View Mental Health System Money Purchase Plan
Data updated 2026-08-11
- $583K
- Total assets
- 7
- Participants
- 19th
- Percentile by assets
- $83,234
- Avg per participant
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.
- 19th percentile by assets (of 123,622 plans)
- #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.
- $583K
- total plan assets (2024 EOY)
- 7
- covered participants
- 19th
- percentile by assets (of 123,622 plans)
- $83,234
- avg assets per participant
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.
2024 asset move for Willow View Mental Health System Employees' Pension Plan
Year over year, total assets pulled back noticeably from $634K at the start of 2024 to $583K at year-end (down 8.1%). Net assets closed at $583K; reported net income $49K.
Willow View Mental Health System years around the 2024 move
| 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 EIN | 730738716 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING 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
- Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan $189M · 2,210
- Oklahoma Medical Research Foundation for Full-Time Employees $100M · 513
- Grand Lake Mental Health Center Money Purchase Plan $29M · 2,080
- The Crosby Group Hourly Employees Pension Plus Plan $17M · 469
- Tinker Federal Credit Union Target Benefit Plan $16M · 796
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Willow View Mental Health System Employees' Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Willow View Mental Health System Employees' Pension Plan assets move in 2024? ▼
How have Willow View Mental Health System plan assets changed over time? ▼
Where does Willow View Mental Health System Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Willow View Mental Health System Employees' Pension Plan? ▼
Next read for Willow View Mental Health System Employe…
2024 change
Ways to act on Willow View Mental Health System Employees' Pension Plan's numbers.
- By total assets, Willow View Mental Health System Employees' Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Oklahoma. Compare plans
- Willow View Mental Health System's sponsor-wide assets have declined 0.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans