Profit Sharing · DOL Form 5500 · 2023

North Oak Academy Corp. Profit Sharing Plan

Data updated 2026-08-25

$328K
Total assets Small plan by assets
17
Participants Small participant base
14th
Percentile by assets National rank
$19,314
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: North Oak Academy Corp. Retirement Plan · Sponsored by North Oak Academy Corp. · Missouri · Healthcare & Social Assistance

$328K in assets, 17 participants

North Oak Academy Corp.'s North Oak Academy Corp. Retirement Plan reported $328K in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,800 in Healthcare & Social Assistance (17,684 peers)

North Oak Academy Corp. multi-year trail

North Oak Academy Corp.'s plans moved +323.0% in assets from 2022 to 2024; this filing shows North Oak Academy Corp. Retirement Plan at $328K / 17 participants.

#1,800
in Healthcare & Social Assistance (17,684 peers)
+118.9%
assets growth YoY

North Oak Academy Corp. Retirement Plan among the smaller filed plans by assets

North Oak Academy Corp. Retirement Plan vs every filed plan by assets

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

$328,341 14th percentile higher than 14% 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

North Oak Academy Corp. 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. North Oak Academy Corp. Retirement Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North Oak Academy Corp. Retirement Plan reported net income rose from $50K in the plan year 2022 filing to $178K in the plan year 2023 filing.
  • North Oak Academy Corp. Retirement Plan end-of-year assets rose from $150K in the plan year 2022 filing to $328K in the plan year 2023 filing.
  • North Oak Academy Corp. Retirement Plan reported participants fell from 21 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 844824234 · North Oak Academy Corp. PY 2023 · Profit Sharing

North Oak Academy Corp. Retirement Plan · $328K · 17 · 14th

  • SCH $328K
  • SCH 17
  • SCH 14th
  • SCH Profit Sharing
  • SCH near R.C. Treats, Inc. Retirement Plan
  • SCH ind #1800

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 Missouri →

North Oak Academy Corp. Retirement Plan in the asset neighbourhood

North Oak Academy Corp. Retirement PlanNorth Oak Academy Corp. Reti…$328KR.C. Treats, Inc. Retirement PlanR.C. Treats, Inc. Retirement…$328KEvaristo Quinones Profit Sharing Retirement PlanEvaristo Quinones Profit Sha…$328KStonehaven Builders, Inc. Profit Sharing Plan & TrustStonehaven Builders, Inc. Pr…$328KJ. Bryan Diaz Retirement Plan$329K
End-of-year total assets ($M) among North Oak Academy Corp. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

North Oak Academy Corp. multi-year asset trail

Sponsor-wide plan assets over time

All North Oak Academy Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$634K 322.9546666666667% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.15M $0.63M ▲ +320.0%
Year Plans Participants Total Assets
2022 1 21 $150K
2023 1 17 $328K
2024 1 24 $634K

North Oak Academy Corp. filing trail (2023)

Total Assets (Beginning of Year)$150K
Net Assets (End of Year)$328K
Net Income$178K
Employer EIN844824234
Plan Effective Date2020-03-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Missouri

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

North Oak Academy Corp. Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants North Oak Academy Corp. Retirement Plan, Total assets ($B): 0.000328341 · Participants: 17North Oak Academy Corp. Retirement PlanBoilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
North Oak Academy Corp. Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare North Oak Academy Corp. Retirement Plan side-by-side with 3 peers →

North Oak Academy Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is R.C. Treats, Inc. Retirement Plan in MD ($328K); by covered participants it is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 North Oak Academy Corp. Retirement Plan assets move in 2023? ▼
North Oak Academy Corp. Retirement Plan surged - up 118.9% during 2023, from $150K to $328K. Reported net income was $178K.
How have North Oak Academy Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Oak Academy Corp.'s sponsor-wide assets grew 323.0%, from $150K to $634K.
Where does North Oak Academy Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
North Oak Academy Corp. Retirement Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to North Oak Academy Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is R.C. Treats, Inc. Retirement Plan in MD ($328K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to North Oak Academy Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants, $3M 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 844824234.

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.