Other · DOL Form 5500 · 2022

Oak Hall Private School Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
130
Participants Small participant base
76th
Percentile by assets National rank
$144,859
Avg per participant Above avg balance/head
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Official DOL plan name: Oak Hall Private School 403(b) DC and Tda Plan · Sponsored by Oak Hall Private School · Florida · Educational Services

$19M in assets, 130 participants

Oak Hall Private School's Oak Hall Private School 403(b) DC and Tda Plan reported $19M in total assets and 130 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.

  • #2,397 in Educational Services (4,024 peers)

Coverage in Florida

Oak Hall Private School 403(b) DC and Tda Plan covers 130 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $19M.

#2,397
in Educational Services (4,024 peers)
+9.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Oak Hall Private School 403(b) DC and Tda Plan's outsized position by total assets

Oak Hall Private School 403(b) DC and Tda Plan vs every filed plan by assets

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

$18,831,715 Top 24% higher than 76% 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

Oak Hall Private School 403(b) DC and 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. Oak Hall Private School 403(b) DC and Tda Plan sits mid-pack in the medium band (130 participants).

EBSA filing schedule strip

Filing strip 591289155 · Oak Hall Private School PY 2022 · Other

Oak Hall Private School 403(b) DC and Tda Plan · $19M · 130 · 76th

  • 5500 $19M
  • 5500 130
  • 5500 76th
  • 5500 Other
  • 5500 near Brimmer and May Retirement Plan
  • 5500 ind #2397

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 Florida →

Oak Hall Private School 403(b) DC and Tda Plan in the asset neighbourhood

Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement PlanGoodwill Industries of North…$19MWellington School DC Retirement PlanWellington School DC Retirem…$19MBrimmer and May Retirement PlanBrimmer and May Retirement P…$19MFountain Valley School Defined Contribution Retirement PlanFountain Valley School Defin…$19MOak Hall Private School 403(b) DC and Tda PlanOak Hall Private School 403(…$19M
End-of-year total assets ($M) among Oak Hall Private School 403(b) DC and Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN591289155
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Hall Private School)

Sponsor-wide plan assets over time

All Oak Hall Private School plans reported in each filing year

Latest sponsor-wide plan assets
$23M 21.09244962553862% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.8M $22.8M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 130 $19M
2023 1 140 $22M
2024 1 158 $23M

Nearby Other Plans in Florida

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

Oak Hall Private School 403(b) DC and Tda Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Oak Hall Private School 403(b) DC and Tda Plan, Total assets ($B): 0.018831715 · Participants: 130Oak Hall Private School 403(b) DC and Tda PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) Plan
Oak Hall Private School 403(b) DC and Tda Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Oak Hall Private School 403(b) DC and Tda Plan side-by-side with 3 peers →

Oak Hall Private School 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Brimmer and May Retirement Plan in MA ($19M); by covered participants it is Albany Community Action Partnership 403(b) Plan in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Oak Hall Private School 403(b) DC and Tda Plan assets move in 2022? ▼
Oak Hall Private School 403(b) DC and Tda Plan grew at a solid clip - up 9.8% during 2022, from $17M to $19M. Reported net income was $2M.
How have Oak Hall Private School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Hall Private School's sponsor-wide assets grew 21.1%, from $19M to $23M.
Where does Oak Hall Private School 403(b) DC and Tda Plan rank by assets among Form 5500 filers? ▼
Oak Hall Private School 403(b) DC and Tda Plan ranks in the 76th 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 Oak Hall Private School 403(b) DC and Tda Plan? ▼
Among Other plans in other states, the closest by assets is Brimmer and May Retirement Plan in MA ($19M, 95 participants).
Which Other plans cover a similar participant headcount to Oak Hall Private School 403(b) DC and Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Albany Community Action Partnership 403(b) Plan in NY (130 participants, $3M 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 591289155.

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.