401(k) · DOL Form 5500 · 2023

Oaks Christian School 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
327
Participants Below avg headcount
82nd
Percentile by assets National rank
$114,945
Avg per participant Below avg balance/head
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Official DOL plan name: Oaks Christian School 403(b) Plan · Sponsored by Oaks Christian School · California · Educational Services

$38M in assets, 327 participants

Oaks Christian School's Oaks Christian School 403(b) Plan reported $38M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,553 in Educational Services (3,735 peers)

Where Oaks Christian School 403(b) Plan sits by assets

Oaks Christian School 403(b) Plan sits in the top quartile of all filed plans by assets, $38M for 327 participants (~$114,945/participant), up 23.7% in 2023.

#2,553
in Educational Services (3,735 peers)
+23.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Oaks Christian School 403(b) Plan's outsized position by total assets

Oaks Christian School 403(b) Plan vs every filed plan by assets

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

$37,587,049 Top 18% higher than 82% 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

Oaks Christian School 403(b) 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. Oaks Christian School 403(b) Plan sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oaks Christian School 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Oaks Christian School 403(b) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Oaks Christian School 403(b) Plan reported participants rose from 296 in the plan year 2022 filing to 327 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954656912 · Oaks Christian School PY 2023 · 401(k)

Oaks Christian School 403(b) Plan · $38M · 327 · 82nd

  • BOY $38M
  • BOY 327
  • BOY 82nd
  • BOY 401(k)
  • BOY near Recorded Future 401(k) Plan
  • BOY ind #2553

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 California →

Oaks Christian School 403(b) Plan in the asset neighbourhood

Oaks Christian School 403(b) PlanOaks Christian School 403(b)…$38MRecorded Future 401(k) Plan$38MSpecial-Lite, Inc. Retirement and Savings Plan and TrustSpecial-Lite, Inc. Retiremen…$38MBankfirst Financial Services 401(k) Profit Sharing PlanBankfirst Financial Services…$38MCreative Management Services, LLC 401(k) PlanCreative Management Services…$38M
End-of-year total assets ($M) among Oaks Christian School 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN954656912
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oaks Christian School)

Sponsor-wide plan assets over time

All Oaks Christian School plans reported in each filing year

Latest sponsor-wide plan assets
$41M 34.72191531103359% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.4M $40.9M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 296 $30M
2023 1 327 $38M
2024 1 349 $41M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oaks Christian School 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Oaks Christian School 403(b) Plan, Total assets ($B): 0.037587049 · Participants: 327Oaks Christian School 403(b) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Oaks Christian School 403(b) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Oaks Christian School 403(b) Plan side-by-side with 3 peers →

Oaks Christian School 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Recorded Future 401(k) Plan in MA ($38M); by covered participants it is Kuiken Brothers Company Inc., 401(k) Profit Sharing Plan & Trust in NJ (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Oaks Christian School 403(b) Plan assets move in 2023? ▼
Oaks Christian School 403(b) Plan grew sharply - up 23.7% during 2023, from $30M to $38M. Reported net income was $7M.
How have Oaks Christian School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oaks Christian School's sponsor-wide assets grew 34.7%, from $30M to $41M.
Where does Oaks Christian School 403(b) Plan rank by assets among Form 5500 filers? ▼
Oaks Christian School 403(b) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Oaks Christian School 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Recorded Future 401(k) Plan in MA ($38M, 593 participants).
Which 401(k) plans cover a similar participant headcount to Oaks Christian School 403(b) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kuiken Brothers Company Inc., 401(k) Profit Sharing Plan & Trust in NJ (327 participants, $51M 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 954656912.

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.