Other · DOL Form 5500 · 2022
Live Oak School Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $92,479
- Avg per participant Below avg balance/head
Official DOL plan name: Live Oak School - 403(b) DC Plan · Sponsored by Live Oak School · California · Educational Services
$7M in assets, 81 participants
Live Oak School's Live Oak School - 403(b) DC Plan reported $7M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #1,698 in Educational Services (4,024 peers)
Live Oak School multi-year trail
Live Oak School's plans moved +30.8% in assets from 2022 to 2024; this filing shows Live Oak School - 403(b) DC Plan at $7M / 81 participants.
- #1,698
- in Educational Services (4,024 peers)
- -9.5%
- assets change YoY
The plan reported a net loss of $782K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Live Oak School - 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Live Oak School - 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,490,812 Top 41% higher than 59% 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
Live Oak School - 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Live Oak School - 403(b) DC Plan is a small filing (81 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 942153158 · Live Oak School PY 2022 · Other
Live Oak School - 403(b) DC Plan · $7M · 81 · 59th
- VS-ST $7M
- BOY 81
- SCH 59th
- EBSA Other
- PART near Health Imperatives, Inc. Retirement Savings Plan
- TYPE ind #1698
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 →
Live Oak School - 403(b) DC Plan in the asset neighbourhood
Live Oak School multi-year asset trail
Sponsor-wide plan assets over time
All Live Oak School plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 30.772885502933462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $7M |
| 2023 | 1 | 82 | $9M |
| 2024 | 1 | 88 | $10M |
Live Oak School filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$782K |
| Employer EIN | 942153158 |
| Plan Effective Date | 1994-02-01 |
| Filing Status | FILING RECEIVED |
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
Live Oak School - 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Health Imperatives, Inc. Retirement Savings Plan in MA ($7M); by covered participants it is Maine Family Planning 403(b) Plan in ME (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 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.