Other · DOL Form 5500 · 2024
On Lok Inc. Retirement Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 1,179
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $100,971
- Avg per participant Below avg balance/head
Official DOL plan name: On Lok Retirement Savings Plan · Sponsored by On Lok Inc. · California · Healthcare & Social Assistance
$119M in assets, 1,179 participants
On Lok Inc.'s On Lok Retirement Savings Plan reported $119M in total assets and 1,179 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #15,679 in Healthcare & Social Assistance (16,916 peers)
Where On Lok Retirement Savings Plan sits by assets
On Lok Retirement Savings Plan sits in the top 10% of all filed plans by assets, $119M for 1,179 participants (~$100,971/participant), up 17.5% in 2024.
- #15,679
- in Healthcare & Social Assistance (16,916 peers)
- +17.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
On Lok Retirement Savings Plan's outsized position by total assets
On Lok Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$119,044,254 Top 8% higher than 92% 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
On Lok Retirement 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. On Lok Retirement Savings Plan lands in the large band (1,179 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- On Lok Retirement Savings Plan end-of-year assets rose from $101M in the plan year 2023 filing to $119M in the plan year 2024 filing.
- On Lok Retirement Savings Plan reported participants rose from 1,060 in the plan year 2023 filing to 1,179 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 943101464 · On Lok Inc. PY 2024 · Other
On Lok Retirement Savings Plan · $119M · 1,179 · 92nd
- BOOK $119M
- VS-ST 1,179
- BOY 92nd
- SCH Other
- EBSA near Wabash College Retirement Plan
- PART ind #15679
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 →
On Lok Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | $18M |
| Employer EIN | 943101464 |
| Plan Effective Date | 1979-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (On Lok Inc.)
Sponsor-wide plan assets over time
All On Lok Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 42.343900810508586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,027 | $84M |
| 2023 | 1 | 1,060 | $101M |
| 2024 | 1 | 1,179 | $119M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
On Lok Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Wabash College Retirement Plan in IN ($119M); by covered participants it is Fairfield University Defined Contribution Retirement Plan in CT (1,178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
- Wabash College Retirement Plan (IN) $119M · 531
- Saint Leo University Retirement Plan (FL) $119M · 1,975
- Texas Association of School Boards, Inc. Retirement Plan (TX) $119M · 486
- Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b) (IL) $119M · 1,535
Similar participant headcount
Nearest other-state filings by covered participants (1,179 participants); asset peers above are excluded.
- Fairfield University Defined Contribution Retirement Plan (CT) 1,178 · 1 off
- Employee Benefit of Spectrum Health Systems, Inc. (MA) 1,177 · 2 off
- Wayne Memorial Defined Contribution 403(b) Plan (PA) 1,181 · 2 off
- Firelands Regional Medical Center 403(b) Plan (OH) 1,176 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.