How big is O'CONNOR Woods' plan?

O'CONNOR Woods' plan reported $6.8M in assets and 329 participants for 2024.

Original filing (PDF)20251009101609NAL0011233104001

O'CONNOR Woods

Name: O'CONNOR Woods — O'CONNOR Woods 403(b) Plan, Form 5500 (2024)
Creator: O'CONNOR Woods
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

O'CONNOR Woods 403(b) Plan

403(b) retirement plan · O'CONNOR Woods' O'CONNOR Woods 403(b) Plan held $6.8M in plan assets for 329 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

Late participant contributions28% in single holding

Active participants

329

Accounts w/ balance

176

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Patricia Bayless signed O'CONNOR Woods' 2024 Form 5500 as plan administrator.

Patricia Bayless — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

O'CONNOR Woods' EIN is 68-0201024.

EIN 68-0201024

Plan number 005

Plan year 2024

ACK ID 20251009101609NAL0011233104001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for O'CONNOR Woods from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

O'CONNOR Woods' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for O'CONNOR WOODS.

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How this plan invests

This plan

57 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 801K (199% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Below-peer total plan cost (96th percentile).

Plan sponsor

Name

O'CONNOR WOODS

EIN

all filings

Address

3400 WAGNER HEIGHTS ROAD · STOCKTON, CA · 95209

Phone

(209) 956-3400

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

SCHWARTZ GIANNINI LANTSBERGER ADAMS

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$157	—

Investments

57 direct securities· $6.8M(100% of reported assets)

Other securities

$3.5M

28 holdings

Mutual Funds

$3.2M

26 holdings

Common Collective Trusts

$46K

1 holding

Common Stocks

$17K

1 holding

Bonds / Notes

$1K

1 holding

					% of plan
FIXED ANNUITY ACCOUNT	Other securities	—	—	$1.9M	27.8%
AMERICAN FUNDS GROWTH	Mutual Funds	—	—	$1.1M	16.6%
AMERICAN FUNDS GROWTH INCOME	Mutual Funds	—	—	$492K	7.3%
FIDELITY VIP CONTRAFUND	Mutual Funds	—	—	$396K	5.8%
LVIP GLOBAL MODERATE ALLOCATION MGD RISK	Other securities	—	—	$289K	4.3%
AMERICAN FUNDS INTERNATIONAL	Mutual Funds	—	—	$231K	3.4%
BLACKROCK GLOBAL ALLOCATION	Other securities	—	—	$213K	3.1%
DELAWARE VIP DIVERSIFIED INCOME	Other securities	—	—	$183K	2.7%
FIDELITY VIP FREEDOM TARGET DATE 2025	Mutual Funds	—	—	$152K	2.2%
DELAWARE VIP SMALL CAP VALUE	Other securities	—	—	$150K	2.2%
LVIP BARON GROWTH OPPORTUNITIES	Other securities	—	—	$144K	2.1%
DELAWARE VIP VALUE	Other securities	—	—	$133K	2.0%
LVIP T ROWE PRICE 2050	Mutual Funds	—	—	$108K	1.6%
DELAWARE VIP SMID CAP GROWTH	Other securities	—	—	$94K	1.4%
FIDELITY VIP FREEDOM TARGET DATE 2040	Mutual Funds	—	—	$93K	1.4%
LVIP T ROWE PRICE 2030	Mutual Funds	—	—	$91K	1.3%
LVIP T ROWE PRICE 2040	Mutual Funds	—	—	$87K	1.3%
LVIP DIMENSIONAL U.S. CORE EQUITY	Mutual Funds	—	—	$75K	1.1%
FIDELITY VIP FREEDOM TARGET DATE 2045	Mutual Funds	—	—	$68K	1.0%
FIDELITY VIP FREEDOM TARGET DATE 2035	Mutual Funds	—	—	$62K	0.9%
LVIP GLOBAL CONSERVATIVE ALLOC	Other securities	—	—	$61K	0.9%
LVIP JPMORGAN RETIREMENT INCOME FUND	Other securities	—	—	$57K	0.8%
LVIP DELAWARE MID CAP VALUE FUND	Other securities	—	—	$49K	0.7%
LVIP SSGA S&P 500 INDEX	Common Collective Trusts	—	—	$46K	0.7%
LVIP FRANKLIN TMPLTN MF EM EQTY	Mutual Funds	—	—	$39K	0.6%
DELAWARE VIP HIGH YIELD	Other securities	—	—	$38K	0.6%
FIDELITY VIP FREEDOM TARGET DATE 2050	Mutual Funds	—	—	$33K	0.5%
LVIP MONDRIAN INTERNATIONAL VALUE	Other securities	—	—	$32K	0.5%
FIDELITY VIP GROWTH	Mutual Funds	—	—	$30K	0.4%
LVIP BLACKROCK DIVIDEND VALUE	Other securities	—	—	$28K	0.4%
LVIP DELAWARE BOND	Other securities	—	—	$26K	0.4%
LVIP GLOBAL GROWTH ALLOCATION MANAGED RISK	Other securities	—	—	$26K	0.4%
AMERICAN FUNDS GLOBAL GROWTH	Mutual Funds	—	—	$24K	0.4%
LVIP CLARION GLOBAL REAL ESTATE	Other securities	—	—	$23K	0.3%
LVIP T ROWE PRICE MID CAP GROWTH	Mutual Funds	—	—	$20K	0.3%
FIDELITY VIP FREEDOM TARGET DATE 2030	Mutual Funds	—	—	$19K	0.3%
FIDELITY VIP FREEDOM TARGET DATE 2055	Mutual Funds	—	—	$19K	0.3%
LVIP T ROWE PRICE 2060	Mutual Funds	—	—	$17K	0.3%
DELAWARE VIP REIT	Common Stocks	—	—	$17K	0.2%
LVIP DELAWARE SOCIAL AWARENESS	Other securities	—	—	$15K	0.2%
PIMCO VIT TOTAL RETURN PORTFOLIO	Mutual Funds	—	—	$13K	0.2%
ALLIANCEBERNSTEIN VPS GLOBAL THEMATIC GROWTH	Other securities	—	—	$12K	0.2%
MFS UTILITIES	Mutual Funds	—	—	$11K	0.2%
LVIP DELAWARE WEALTH BUILDER FUND	Other securities	—	—	$7K	0.1%
LVIP FRANKLIN TMPLTN GLOBAL EQTY	Mutual Funds	—	—	$7K	0.1%
LVIP VANGUARD INTERNATIONAL EQUITY ETF	Mutual Funds	—	—	$6K	<0.1%
FIDELITY VIP FREEDOM TARGET DATE 2020	Mutual Funds	—	—	$4K	<0.1%
LVIP MONDRIAN GLOBAL INCOME	Other securities	—	—	$3K	<0.1%
LVIP SSGA SMALL CAP INDEX	Other securities	—	—	$3K	<0.1%
LVIP SSGA INTERNATIONAL INDEX	Other securities	—	—	$3K	<0.1%