PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. OAKWOOD HEALTHCARE, INC.
Sponsor portfolioTH

OAKWOOD HEALTHCARE, INC.

EIN 38-1405141-medical practice-Latest filing 2024
Plans
2
Retirement
2
$324.3M assets
Welfare
0
Participants
6,399
BSC 433, HUMAN RESOURCES/RETIREMENT, 26901 BEAUMONT BLVD, FLOOR 3C - SOUTHFIELD, MI 48033248-213-3300LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003CashBalance-$281.7M - 4,758 part#004CashBalance-$42.6M - 1,641 part

Retirement portfolio analytics

2 plans aggregated / $324.3M assets / 6,399 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • CASH BALANCE PLAN (#003)87%
  • CASH BALANCE PLAN (#004)13%
Total $324.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)4,758
  • CASH BALANCE PLAN (#004)1,641
Total 6,399Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN

CashBalance

Assets$281.7M
Participants4,758
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

OAKWOOD HEALTHCARE, INC. UNION CASH BALANCE PLAN

CashBalance

Assets$42.6M
Participants1,641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003OAKWOOD HEALTHCARE, INC. CASH BALANCE PLANCashBalance$281.7M4,7582024
004OAKWOOD HEALTHCARE, INC. UNION CASH BALANCE PLANCashBalance$42.6M1,6412024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica