Other · DOL Form 5500 · 2022
Oaks Christian School Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 296
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $102,631
- Avg per participant Below avg balance/head
Official DOL plan name: Oaks Christian School 403(b) Plan · Sponsored by Oaks Christian School · California · Educational Services
$30M in assets, 296 participants
Oaks Christian School's Oaks Christian School 403(b) Plan reported $30M in total assets and 296 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,773 in Educational Services (4,024 peers)
Coverage in California
Oaks Christian School 403(b) Plan covers 296 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $30M.
- #2,773
- in Educational Services (4,024 peers)
- -15.3%
- assets change YoY
- 0.3×
- 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.
Oaks Christian School 403(b) Plan's outsized position by total assets
Oaks Christian School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,378,857 Top 17% higher than 83% 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
Oaks Christian School 403(b) 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. Oaks Christian School 403(b) Plan sits mid-pack in the medium band (296 participants).
Form 5500 schedule snapshot
Filing strip 954656912 · Oaks Christian School PY 2022 · Other
Oaks Christian School 403(b) Plan · $30M · 296 · 83rd
- ASSETS $30M
- ASSETS 296
- ASSETS 83rd
- ASSETS Other
- ASSETS near Episcopal School of Jacksonville Defined Contribution Retirement Plan
- ASSETS ind #2773
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 California →
Oaks Christian School 403(b) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$5M |
| Employer EIN | 954656912 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oaks Christian School)
Sponsor-wide plan assets over time
All Oaks Christian School plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 34.72191531103359% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 296 | $30M |
| 2023 | 1 | 327 | $38M |
| 2024 | 1 | 349 | $41M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Oaks Christian School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Episcopal School of Jacksonville Defined Contribution Retirement Plan in FL ($30M); by covered participants it is Germantown Academy Defined Contribution Plan in PA (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.
- Germantown Academy Defined Contribution Plan (PA) 296 · 0 off
- 403(b) Thrift Plan of Chiricahua Community Health Centers, Inc. (AZ) 296 · 0 off
- Clarity Child Guidance Center 403b Plan (TX) 297 · 1 off
- 403(b) Thrift Plan of Carestl Health (MO) 297 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.