Other · DOL Form 5500 · 2023
The Oakridge School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $157,383
- Avg per participant Above avg balance/head
Official DOL plan name: Oakridge School 403(b) Tda Plan · Sponsored by The Oakridge School · Texas · Educational Services
$21M in assets, 131 participants
The Oakridge School's Oakridge School 403(b) Tda Plan reported $21M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,093 in Educational Services (3,735 peers)
Coverage in Texas
Oakridge School 403(b) Tda Plan covers 131 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $21M.
- #2,093
- in Educational Services (3,735 peers)
- +12.1%
- assets growth YoY
Oakridge School 403(b) Tda Plan's outsized position by total assets
Oakridge School 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,617,226 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oakridge School 403(b) Tda Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakridge School 403(b) Tda Plan sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oakridge School 403(b) Tda Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Oakridge School 403(b) Tda Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Oakridge School 403(b) Tda Plan reported participants rose from 127 in the plan year 2022 filing to 131 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 751656802 · The Oakridge School PY 2023 · Other
Oakridge School 403(b) Tda Plan · $21M · 131 · 73rd
- PART $21M
- PART 131
- PART 73rd
- PART Other
- PART near Association of Graduates Retirement Savings Plan
- PART ind #2093
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 Texas →
Oakridge School 403(b) Tda Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 751656802 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Oakridge School)
Sponsor-wide plan assets over time
All The Oakridge School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 25.733563392399383% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $18M |
| 2023 | 1 | 131 | $21M |
| 2024 | 1 | 210 | $23M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Oakridge School 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Association of Graduates Retirement Savings Plan in NY ($21M); by covered participants it is The Avon Company (Puerto Rico) Personal Savings Account Plan in NY (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 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.