Plan5500

Oakwood Village University Woods Homes, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oakwood Village University Woods Homes, Inc. (EIN 39-0790565) is a plan sponsor located in Madison, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0790565
Location
Madison, WI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Oakwood Village University Woods Homes, Inc.

  • 2 loaded plans hold $19M in reported assets.
  • The largest, Oakwood Village University Woods Homes, Inc. 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,198 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19MSummed across loaded plans$19,018,673
Total reported assets$19M$19,018,673
Total reported participants1.2K1,198
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19M total assets
Net assets$19MLiabilities$0
Contributions & income
Employer contributions$718.7K
Participant contributions$1.2M
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Oakwood Village University Woods Homes, Inc. 403(B) Plan
Participants per plan599Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Oakwood Village University Woods Homes, Inc. 403(B) Plan$19M
    Plan #001 · 832 participants · 2023
  2. 2
    Oakwood Village University Woods Homes, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #508 · 366 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Oakwood Village University Woods Homes, Inc.. Open one for its full reported snapshot.

  1. 2023
    Oakwood Village University Woods Homes, Inc. Health And Welfare Plan366 participants · 2No schedules
    View filing →
  2. 2023
    Oakwood Village University Woods Homes, Inc. 403(B) Plan832 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Oakwood Village University Woods Homes, Inc. report on Form 5500?
Oakwood Village University Woods Homes, Inc. (EIN 39-0790565) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Oakwood Village University Woods Homes, Inc.?
The Employer Identification Number (EIN) reported for Oakwood Village University Woods Homes, Inc. is 39-0790565.
What is the latest Form 5500 filing year for Oakwood Village University Woods Homes, Inc.?
The latest loaded Form 5500 filing year for Oakwood Village University Woods Homes, Inc. is 2023.

Related Form 5500 pages