Other · DOL Form 5500 · 2022

Oakwood School Retirement Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
175
Participants Small participant base
88th
Percentile by assets National rank
$282,140
Avg per participant High balance/head
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Official DOL plan name: Oakwood School 403(b) Retirement Plan · Sponsored by Oakwood School · California · Educational Services

$49M in assets, 175 participants

Oakwood School's Oakwood School 403(b) Retirement Plan reported $49M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,113 in Educational Services (4,024 peers)

Coverage in California

Oakwood School 403(b) Retirement Plan covers 175 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $49M.

#3,113
in Educational Services (4,024 peers)
-13.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oakwood School 403(b) Retirement Plan's outsized position by total assets

Oakwood School 403(b) Retirement Plan vs every filed plan by assets

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

$49,374,491 Top 12% higher than 88% 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

Oakwood School 403(b) Retirement 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. Oakwood School 403(b) Retirement Plan sits mid-pack in the medium band (175 participants).

Published 5500 schedule card

Filing strip 951698608 · Oakwood School PY 2022 · Other

Oakwood School 403(b) Retirement Plan · $49M · 175 · 88th

  • BOY $49M
  • BOY 175
  • BOY 88th
  • BOY Other
  • BOY near Princeton University Press DC Retirement Plan
  • BOY ind #3113

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 →

Oakwood School 403(b) Retirement Plan in the asset neighbourhood

Arizona Laborers & Teamsters Annuity PlanArizona Laborers & Teamsters…$50MCasey Family Programs 403(b) PlanCasey Family Programs 403(b)…$50MPrinceton University Press DC Retirement PlanPrinceton University Press D…$49MOakwood School 403(b) Retirement PlanOakwood School 403(b) Retire…$49MCarlow University Defined Contribution PlanCarlow University Defined Co…$49M
End-of-year total assets ($M) among Oakwood School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$49M
Net Income-$8M
Employer EIN951698608
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakwood School)

Sponsor-wide plan assets over time

All Oakwood School plans reported in each filing year

Latest sponsor-wide plan assets
$63M 28.10056917852581% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.4M $63.3M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 175 $49M
2023 1 203 $57M
2024 1 202 $63M

Nearby Other Plans in California

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

Oakwood School 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Oakwood School 403(b) Retirement Plan, Total assets ($B): 0.049374491 · Participants: 175Oakwood School 403(b) Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Oakwood School 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Oakwood School 403(b) Retirement Plan side-by-side with 3 peers →

Oakwood School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Princeton University Press DC Retirement Plan in NJ ($49M); by covered participants it is Kentucky Country Day School 403(b) DC Plan in KY (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Oakwood School 403(b) Retirement Plan assets move in 2022? ▼
Oakwood School 403(b) Retirement Plan pulled back noticeably - down 13.8% during 2022, from $57M to $49M. Reported net income was -$8M.
How have Oakwood School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakwood School's sponsor-wide assets grew 28.1%, from $49M to $63M.
Where does Oakwood School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Oakwood School 403(b) Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Oakwood School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Princeton University Press DC Retirement Plan in NJ ($49M, 133 participants).
Which Other plans cover a similar participant headcount to Oakwood School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kentucky Country Day School 403(b) DC Plan in KY (175 participants, $38M 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 951698608.

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.