Plain-English plan 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, The Oncology Institute Retirement Plan is a benefit plan reported by Toi Management, LLC under EIN 83-1856196 and plan number 001. The latest loaded filing year is 2023. The filing reports 806 participants and $16,958,931 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,958,931
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,958,931
- Net assets (BOY)
- $12,780,275
Income & contributions
- Employer contributions
- $1,274,862
- Participant contributions
- $2,776,501
- Total contributions
- $4,257,243
- Total income / additions
- $6,723,873
Expenses & distributions
- Benefits paid
- $2,427,237
- Administrative expenses
- $106,807
- Total expenses
- $2,545,217
- Net increase / (decrease)
- $4,178,656