How big is White Oak Medical Office, Inc.'s plan?

White Oak Medical Office, Inc.'s plan reported $690K in assets and 1 participants for 2024.

Original filing (PDF)20251016003415NAL0002969427001

White Oak Medical Office, Inc.

Name: White Oak Medical Office, Inc. — White Oak Profit, Form 5500 (2024)
Creator: White Oak Medical Office, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Oak Profit Sharing Plan

Defined-contribution retirement plan · White Oak Medical Office, Inc.'s White Oak Profit Sharing Plan held $690K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$690K

Net assets (EOY)

$690K

Plan identifiers

White Oak Medical Office, Inc.'s EIN is 77-0483752.

EIN 77-0483752

Plan number 001

Plan year 2024

ACK ID 20251016003415NAL0002969427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White Oak Medical Office, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White Oak Medical Office, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WHITE OAK MEDICAL OFFICE, INC.

EIN

all filings

Address

51 EAST CAMPBELL AVENUE · SUITE 170 · CAMPBELL, CA · 950082001

Phone

(408) 370-6147

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator