Other · DOL Form 5500 · 2022
The Oaks Academy, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 248
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $13,163
- Avg per participant Low balance/head
Official DOL plan name: The Oaks Academy DC Plan · Sponsored by The Oaks Academy, Inc. · Indiana · Educational Services
$3M in assets, 248 participants
The Oaks Academy, Inc.'s The Oaks Academy DC Plan reported $3M in total assets and 248 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #1,166 in Educational Services (4,024 peers)
Coverage in Indiana
The Oaks Academy DC Plan covers 248 participants in Indiana, about 46% of the average Indiana filer (state average ~541 per filing). Assets: $3M.
- #1,166
- in Educational Services (4,024 peers)
- -2.8%
- assets change YoY
The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Oaks Academy DC Plan's mid-pack asset rank among Educational Services and all filers
The Oaks Academy DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,264,525 42nd percentile higher than 42% 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
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 (248 participants).
EBSA filing schedule strip
Filing strip 352050595 · The Oaks Academy, Inc. PY 2022 · Other
The Oaks Academy DC Plan · $3M · 248 · 42nd
- NET $3M
- NET 248
- NET 42nd
- NET Other
- NET near Area Substance Abuse Council Retirement Plan
- NET ind #1166
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
Indiana filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$89K |
| Employer EIN | 352050595 |
| Plan Effective Date | 2000-11-01 |
| Filing Status | FILING 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
| 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.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
The Oaks Academy DC Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Area Substance Abuse Council Retirement Plan in IA ($3M); by covered participants it is St. Paul Academy and Summit School 403(b) DC Plan in MN (248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (248 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.