Other · DOL Form 5500 · 2022
The Oakridge School Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $144,813
- Avg per participant Above avg balance/head
Official DOL plan name: Oakridge School 403(b) Tda Plan · Sponsored by The Oakridge School · Texas · Educational Services
$18M in assets, 127 participants
The Oakridge School's Oakridge School 403(b) Tda Plan reported $18M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #2,381 in Educational Services (4,024 peers)
Coverage in Texas
Oakridge School 403(b) Tda Plan covers 127 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $18M.
- #2,381
- in Educational Services (4,024 peers)
- -22.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oakridge School 403(b) Tda Plan's outsized position by total assets
Oakridge School 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,391,219 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oakridge School 403(b) Tda 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. Oakridge School 403(b) Tda Plan sits mid-pack in the medium band (127 participants).
DOL schedule card
Filing strip 751656802 · The Oakridge School PY 2022 · Other
Oakridge School 403(b) Tda Plan · $18M · 127 · 76th
- EOY $18M
- EOY 127
- EOY 76th
- EOY Other
- EOY near Prairie State Legal Services Inc. 403b Retirement Plan
- EOY ind #2381
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 Texas →
Oakridge School 403(b) Tda Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$5M |
| Employer EIN | 751656802 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Oakridge School)
Sponsor-wide plan assets over time
All The Oakridge School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 25.733563392399383% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $18M |
| 2023 | 1 | 131 | $21M |
| 2024 | 1 | 210 | $23M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Oakridge School 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Prairie State Legal Services Inc. 403b Retirement Plan in IL ($18M); by covered participants it is Community Action, Inc. Tax Sheltered Annuity Plan in MA (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Community Action, Inc. Tax Sheltered Annuity Plan (MA) 127 · 0 off
- Nurtury, Inc. 403(b) Plan (MA) 127 · 0 off
- Brookhaven at Lexington 403(b) Plan (MA) 127 · 0 off
- Experimental Aircraft Association, Inc. 403(b) Tda Plan (WI) 127 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.