Profit Sharing · DOL Form 5500 · 2023

Oak Brook School, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
35
Participants Small participant base
26th
Percentile by assets National rank
$37,715
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oak Brook School, Inc. Retirement Plan · Sponsored by Oak Brook School, Inc. · Texas · Healthcare & Social Assistance

$1M in assets, 35 participants

Oak Brook School, Inc.'s Oak Brook School, Inc. Retirement Plan reported $1M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,003 in Healthcare & Social Assistance (17,684 peers)

Oak Brook School, Inc. multi-year trail

Oak Brook School, Inc.'s plans moved +68.3% in assets from 2022 to 2024; this filing shows Oak Brook School, Inc. Retirement Plan at $1M / 35 participants.

#4,003
in Healthcare & Social Assistance (17,684 peers)
+26.3%
assets growth YoY

Oak Brook School, Inc. Retirement Plan among the smaller filed plans by assets

Oak Brook School, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,320,035 26th percentile higher than 26% of 127,068 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 2023

Oak Brook School, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Brook School, Inc. Retirement Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak Brook School, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $275K in the plan year 2023 filing.
  • Oak Brook School, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oak Brook School, Inc. Retirement Plan reported participants fell from 38 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 471480801 · Oak Brook School, Inc. PY 2023 · Profit Sharing

Oak Brook School, Inc. Retirement Plan · $1M · 35 · 26th

  • IND $1M
  • IND 35
  • IND 26th
  • IND Profit Sharing
  • IND near Luz N. Marrero Maldonado Profit Sharing Retirement Plan
  • IND ind #4003

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Oak Brook School, Inc. Retirement Plan in the asset neighbourhood

Oak Brook School, Inc. Retirement PlanOak Brook School, Inc. Retir…$1MLuz N. Marrero Maldonado Profit Sharing Retirement PlanLuz N. Marrero Maldonado Pro…$1MRobert I. Gluckstein Enterprises, Inc. Profit Sharing PlanRobert I. Gluckstein Enterpr…$1MM. Edwin Davis, M.D., P.C. Profit Sharing PlanM. Edwin Davis, M.D., P.C. P…$1MMountain View Eye Center, PC 401(k) PlanMountain View Eye Center, PC…$1M
End-of-year total assets ($M) among Oak Brook School, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Oak Brook School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oak Brook School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 68.34480337011463% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.05M $1.76M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 38 $1M
2023 1 35 $1M
2024 1 53 $2M

Oak Brook School, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$275K
Employer EIN471480801
Plan Effective Date2014-07-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Oak Brook School, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Oak Brook School, Inc. Retirement Plan, Total assets ($B): 0.001320035 · Participants: 35Oak Brook School, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Oak Brook School, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Oak Brook School, Inc. Retirement Plan side-by-side with 3 peers →

Oak Brook School, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Luz N. Marrero Maldonado Profit Sharing Retirement Plan in PR ($1M); by covered participants it is Filmtronics Employee Retirement Plan in PA (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oak Brook School, Inc. Retirement Plan assets move in 2023? ▼
Oak Brook School, Inc. Retirement Plan grew sharply - up 26.3% during 2023, from $1M to $1M. Reported net income was $275K.
How have Oak Brook School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Brook School, Inc.'s sponsor-wide assets grew 68.3%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Oak Brook School, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Luz N. Marrero Maldonado Profit Sharing Retirement Plan in PR ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Oak Brook School, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Filmtronics Employee Retirement Plan in PA (35 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471480801.

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.