Oakwood Healthcare pension plans

Oakwood Healthcare, Inc., Southfield, MI. EIN 38-1405141. Annual reports 2009–2024.

Oakwood Healthcare, Inc. has 2 active retirement plans on file. The largest is the Oakwood Healthcare, Inc. Cash Balance Plan, with 4,758 participants and $282 million in assets in 2024.

Active plans: 2
Participants: 6,399
Plan assets: $324 million
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Oakwood Healthcare, Inc. Cash Balance Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 38-1405141
Participants (2024): 4,758
Net assets (2024): $282 million
Last listed administrator: Comerica Bank2010
Plan administrator: Beaumont Health
BSC 433, Human Resources/Retirement, 26901 Beaumont BLVD, Floor 3C
Southfield, MI 48033
(248) 213-3300As filed for 2024
In effect since: December 1, 1989

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,758	$282 million	not listed
2023	5,695	$269 million	not listed
2022	5,933	$255 million	not listed
2021	6,204	$339 million	not listed
2020	6,531	$340 million	not listed
2019	6,943	$308 million	not listed
2018	7,201	$292 million	not listed
2017	7,386	$334 million	not listed
2016	7,729	$311 million	not listed
2015	8,007	$283 million	not listed
2014	8,977	$287 million	not listed
2013	9,396	$268 million	not listed
2012	9,745	$241 million	not listed
2011	9,894	$210 million	not listed
2010	9,838	$231 million	Comerica Bank
2009	9,678	$210 million	not listed

Oakwood Healthcare, Inc. Union Cash Balance Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 38-1405141
Participants (2024): 1,641
Net assets (2024): $42.6 million
Plan administrator: Beaumont Health
BSC 433, Human Resources/Retirement, 26901 Beaumont BLVD, Floor 3C
Southfield, MI 48033
(248) 213-3300As filed for 2024
In effect since: January 1, 1990

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,641	$42.6 million	not listed
2023	2,119	$42.1 million	not listed
2022	2,235	$41.4 million	not listed
2021	2,352	$54.5 million	not listed
2020	2,491	$53.5 million	not listed
2019	2,629	$47.4 million	not listed
2018	2,736	$45.7 million	not listed
2017	2,844	$53.6 million	not listed
2016	2,982	$49.4 million	not listed
2015	3,131	$45.8 million	not listed
2014	3,309	$45.2 million	not listed
2013	3,487	$41.9 million	not listed
2012	3,599	$37.8 million	not listed
2011	3,725	$34.1 million	not listed
2010	3,690	$39.9 million	not listed
2009	3,622	$37.2 million	not listed

Oakwood Healthcare, Inc. Matched Savings Plan

403(b)Merged

Merged. In 2016 its assets moved to the Beaumont Health 403B Retirement Savings Plan (EIN 46-5718220, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 005Employer EIN 38-1405141
Participants (2015): 11,514
Net assets (2015): $420 million
Recordkeeper: Valic Retirement ServicesEarlier: Voya (2010–2015), Valic Retirement Services (2009)
Plan administrator: Oakwood Healthcare, Inc.
Beaumont Health, 2000 Town Center, Ste 1200
Southfield, MI 48075
(248) 213-3300As filed for 2016
In effect since: July 1, 1997

Year by year, 2009 to 2016

Plan year	Participants	Net assets	Recordkeeper
2016	0	$0	Valic Retirement Services
2015	11,514	$420 million	Voya
2014	13,807	$423 million	Voya
2013	13,331	$393 million	not listed
2012	11,454	$332 million	Voya
2011	12,830	$292 million	Voya
2010	11,488	$289 million	Voya
2009	11,160	$260 million	Valic Retirement Services

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((248) 213-3300). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.