Other · DOL Form 5500 · 2022

The Oaks Academy, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
244
Participants Below avg headcount
33rd
Percentile by assets National rank
$7,569
Avg per participant Low balance/head
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Official DOL plan name: The Oaks Academy DC Plan · Sponsored by The Oaks Academy, Inc. · Indiana · Educational Services

$2M in assets, 244 participants

The Oaks Academy, Inc.'s The Oaks Academy DC Plan reported $2M in total assets and 244 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #893 in Educational Services (4,024 peers)

Coverage in Indiana

The Oaks Academy DC Plan covers 244 participants in Indiana, about 45% of the average Indiana filer (state average ~541 per filing). Assets: $2M.

#893
in Educational Services (4,024 peers)
+45.6%
assets growth YoY

The Oaks Academy DC Plan among the smaller filed plans by assets

The Oaks Academy DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,846,875 33rd percentile higher than 33% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Oaks Academy DC Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Oaks Academy DC Plan sits mid-pack in the medium band (244 participants).

Published 5500 schedule card

Filing strip 352050595 · The Oaks Academy, Inc. PY 2022 · Other

The Oaks Academy DC Plan · $2M · 244 · 33rd

  • NET $2M
  • NET 244
  • NET 33rd
  • NET Other
  • NET near Acbsp Defined Contribution Retirement Plan for All Employees
  • NET ind #893

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Indiana →

The Oaks Academy DC Plan in the asset neighbourhood

The Oaks Academy DC Plan$2MAcbsp Defined Contribution Retirement Plan for All EmployeesAcbsp Defined Contribution R…$2MEpiscopal Day School, Inc.$2MNeighborly Care Network Retirement PlanNeighborly Care Network Reti…$2MLynchburg Community Action Group, Inc. 401(k) Profit Sharing PlanLynchburg Community Action G…$2M
End-of-year total assets ($M) among The Oaks Academy DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$575K
Employer EIN352050595
Plan Effective Date2000-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Oaks Academy, Inc.)

Sponsor-wide plan assets over time

All The Oaks Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.2698477912118011% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $5.11M $5.05M ▼ -1.2%
Year Plans Participants Total Assets
2022 2 492 $5M
2023 1 124 $4M
2024 1 133 $5M

Nearby Other Plans in Indiana

Peer Other plans, same state, same plan type, ranked by total assets.

The Oaks Academy DC Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants The Oaks Academy DC Plan, Total assets ($M): 1.846875 · Participants: 244The Oaks Academy DC PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
The Oaks Academy DC Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare The Oaks Academy DC Plan side-by-side with 3 peers →

The Oaks Academy DC Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Acbsp Defined Contribution Retirement Plan for All Employees in KS ($2M); by covered participants it is Clm Center for Life Management Tax Sheltered Annuity Plan in NH (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Oaks Academy DC Plan assets move in 2022? ▼
The Oaks Academy DC Plan surged - up 45.6% during 2022, from $1M to $2M. Reported net income was $575K.
How have The Oaks Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Oaks Academy, Inc.'s sponsor-wide assets declined 1.3%, from $5M to $5M.
Which Other plans are similar in size to The Oaks Academy DC Plan? ▼
Among Other plans in other states, the closest by assets is Acbsp Defined Contribution Retirement Plan for All Employees in KS ($2M, 11 participants).
Which Other plans cover a similar participant headcount to The Oaks Academy DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Clm Center for Life Management Tax Sheltered Annuity Plan in NH (244 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352050595.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.