Money Purchase · DOL Form 5500 · 2024
The West Oakland Health Council Money Purchase Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $53,726
- Avg per participant Low balance/head
Official DOL plan name: The West Oakland Health Council Retirement Savings Plan · Sponsored by The West Oakland Health Council · California · Healthcare & Social Assistance
$7M in assets, 123 participants
The West Oakland Health Council's The West Oakland Health Council Retirement Savings Plan reported $7M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #8,719 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
The West Oakland Health Council Retirement Savings Plan covers 123 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $7M.
- #8,719
- in Healthcare & Social Assistance (16,916 peers)
- +5.5%
- assets growth YoY
The West Oakland Health Council Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The West Oakland Health Council Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,608,309 47th percentile higher than 47% 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
The West Oakland Health Council Retirement Savings 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. The West Oakland Health Council Retirement Savings Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The West Oakland Health Council Retirement Savings Plan reported net income rose from -$70K in the plan year 2023 filing to $344K in the plan year 2024 filing.
- The West Oakland Health Council Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- The West Oakland Health Council Retirement Savings Plan reported participants fell from 130 in the plan year 2023 filing to 123 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941667294 · The West Oakland Health Council PY 2024 · Money Purchase
The West Oakland Health Council Retirement Savings Plan · $7M · 123 · 47th
- RANK $7M
- PHOTO 123
- IND 47th
- EOY Money Purchase
- 5500 near Craig Enterprises. Inc. Amended Restated Pension Plan and Trust
- ASSETS ind #8719
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 California →
The West Oakland Health Council Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $344K |
| Employer EIN | 941667294 |
| Plan Effective Date | 1975-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The West Oakland Health Council)
Sponsor-wide plan assets over time
All The West Oakland Health Council plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 4.330442382702417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $6M |
| 2023 | 1 | 130 | $6M |
| 2024 | 1 | 123 | $7M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
The West Oakland Health Council Retirement Savings Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Craig Enterprises. Inc. Amended Restated Pension Plan and Trust in IN ($7M); by covered participants it is Greater Miami Jewish Federation 401(a) Retirement Plan in FL (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Greater Miami Jewish Federation 401(a) Retirement Plan (FL) 124 · 1 off
- Employee Benefit Plan of Northeast Community Center for Behavioral Health (PA) 121 · 2 off
- Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan (NC) 121 · 2 off
- Brooklyn Navy Yard Development Corp. Pension Plan (NY) 121 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.