Defined Benefit (Pension) · DOL Form 5500 · 2024

Oakwood Healthcare, Inc. Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
741
Participants Near avg headcount
82nd
Percentile by assets National rank
$57,545
Avg per participant Low balance/head
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Official DOL plan name: Oakwood Healthcare, Inc. Union Cash Balance Plan · Sponsored by Oakwood Healthcare, Inc. · Michigan · Healthcare & Social Assistance

$43M in assets, 741 participants

Oakwood Healthcare, Inc.'s Oakwood Healthcare, Inc. Union Cash Balance Plan reported $43M in total assets and 741 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,346 in Healthcare & Social Assistance (16,916 peers)

Where Oakwood Healthcare, Inc. Union Cash Balance Plan sits by assets

Oakwood Healthcare, Inc. Union Cash Balance Plan sits in the top quartile of all filed plans by assets, $43M for 741 participants (~$57,545/participant), up 1.3% in 2024.

#14,346
in Healthcare & Social Assistance (16,916 peers)
+1.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oakwood Healthcare, Inc. Union Cash Balance Plan's outsized position by total assets

Oakwood Healthcare, Inc. Union Cash Balance Plan vs every filed plan by assets

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

$42,640,535 Top 18% higher than 82% 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

Oakwood Healthcare, Inc. Union Cash Balance 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. Oakwood Healthcare, Inc. Union Cash Balance Plan sits mid-pack in the medium band (741 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oakwood Healthcare, Inc. Union Cash Balance Plan reported net income fell from $683K in the plan year 2023 filing to $584K in the plan year 2024 filing.
  • Oakwood Healthcare, Inc. Union Cash Balance Plan reported participants fell from 831 in the plan year 2023 filing to 741 in the plan year 2024 filing.
  • Oakwood Healthcare, Inc. Union Cash Balance Plan end-of-year assets rose from $42M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 381405141 · Oakwood Healthcare, Inc. PY 2024 · Defined Benefit (Pension)

Oakwood Healthcare, Inc. Union Cash Balance Plan · $43M · 741 · 82nd

  • BOOK $43M
  • BOOK 741
  • BOOK 82nd
  • BOOK Defined Benefit (Pension)
  • BOOK near Emery Oleochemicals Retirement Plan
  • BOOK ind #14346

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 Michigan →

Oakwood Healthcare, Inc. Union Cash Balance Plan in the asset neighbourhood

Oakwood Healthcare, Inc. Union Cash Balance PlanOakwood Healthcare, Inc. Uni…$43MEmery Oleochemicals Retirement PlanEmery Oleochemicals Retireme…$43MNeenah Consolidated Pension PlanNeenah Consolidated Pension …$43MMaterial Yard Workers Local No. 1175 Pension FundMaterial Yard Workers Local …$43MImasco Holdings Group Inc and Participating Affiliates Retirement PlanImasco Holdings Group Inc an…$43M
End-of-year total assets ($M) among Oakwood Healthcare, Inc. Union Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$43M
Net Income$584K
Employer EIN381405141
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakwood Healthcare, Inc.)

Sponsor-wide plan assets over time

All Oakwood Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$324M 9.419250993146042% vs 2022
2024 filing year
$290M$300M$310M$320M$330M 202220232024 $296M $324M ▲ +9.4%
Year Plans Participants Total Assets
2022 2 3,206 $296M
2023 2 2,883 $311M
2024 2 2,615 $324M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Oakwood Healthcare, Inc. Union Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Oakwood Healthcare, Inc. Union Cash Balance Plan, Total assets ($B): 0.042640535 · Participants: 741Oakwood Healthcare, Inc. Union Cash Balance PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca US LLC UAW Pension Agreement
Oakwood Healthcare, Inc. Union Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Oakwood Healthcare, Inc. Union Cash Balance Plan side-by-side with 3 peers →

Oakwood Healthcare, Inc. Union Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Emery Oleochemicals Retirement Plan in OH ($43M); by covered participants it is Ingredion Pension Plan in IL (741 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (741 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 Oakwood Healthcare, Inc. Union Cash Balance Plan assets move in 2024? ▼
Oakwood Healthcare, Inc. Union Cash Balance Plan edged up modestly - up 1.3% during 2024, from $42M to $43M. Reported net income was $584K.
How have Oakwood Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakwood Healthcare, Inc.'s sponsor-wide assets grew 9.4%, from $296M to $324M.
Where does Oakwood Healthcare, Inc. Union Cash Balance Plan rank by assets among Form 5500 filers? ▼
Oakwood Healthcare, Inc. Union Cash Balance Plan ranks in the 82nd 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 Defined Benefit (Pension) plans are similar in size to Oakwood Healthcare, Inc. Union Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Emery Oleochemicals Retirement Plan in OH ($43M, 210 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oakwood Healthcare, Inc. Union Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ingredion Pension Plan in IL (741 participants, $316M 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 381405141.

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.