Other · DOL Form 5500 · 2022
Oak Hall Private School Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 130
- Participants
- 76th
- Percentile by assets
- $144,859
- Avg per participant
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.
- 76th percentile by assets (of 139,126 plans)
- #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.
- $19M
- total plan assets (2022 EOY)
- 130
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $144,859
- avg assets per participant
Where Oak Hall Private School 403(b) DC and Tda Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Oak Hall Private School 403(b) DC and Tda Plan reports 130 participants - about 21% of that state average ($19M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 591289155 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Hall Private School)
| 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.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Similar-Sized Other Plans Nationally
Other plans in other states closest to Oak Hall Private School 403(b) DC and Tda Plan by total assets, not by location.
Frequently Asked Questions
How did Oak Hall Private School 403(b) DC and Tda Plan assets move in 2022? ▼
How have Oak Hall Private School plan assets changed over time? ▼
Where does Oak Hall Private School 403(b) DC and Tda Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Oak Hall Private School 403(b) DC and Tda Plan's numbers.
- By total assets, Oak Hall Private School 403(b) DC and Tda Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Oak Hall Private School's sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Educational Services plans