Other · DOL Form 5500 · 2023

The Oaks Academy, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
124
Participants Small participant base
41st
Percentile by assets National rank
$33,695
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Oaks Academy DC Plan · Sponsored by The Oaks Academy, Inc. · Indiana · Educational Services

$4M in assets, 124 participants

The Oaks Academy, Inc.'s The Oaks Academy DC Plan reported $4M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,017 in Educational Services (3,735 peers)

Coverage in Indiana

The Oaks Academy DC Plan covers 124 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $4M.

#1,017
in Educational Services (3,735 peers)
+28.0%
assets growth YoY

The Oaks Academy DC Plan's mid-pack asset rank among Educational Services and all filers

The Oaks Academy DC Plan vs every filed plan by assets

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

$4,178,225 41st percentile higher than 41% 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

The Oaks Academy DC 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. The Oaks Academy DC Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Oaks Academy DC Plan reported net income rose from -$89K in the plan year 2022 filing to $914K in the plan year 2023 filing.
  • The Oaks Academy DC Plan reported participants fell from 248 in the plan year 2022 filing to 124 in the plan year 2023 filing.
  • The Oaks Academy DC Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352050595 · The Oaks Academy, Inc. PY 2023 · Other

The Oaks Academy DC Plan · $4M · 124 · 41st

  • IND $4M
  • EOY 124
  • 5500 41st
  • ASSETS Other
  • PCT near La Causa Inc. Retirement Savings Plan
  • EIN ind #1017

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 Indiana →

The Oaks Academy DC Plan in the asset neighbourhood

The Oaks Academy DC Plan$4MLa Causa Inc. Retirement Savings PlanLa Causa Inc. Retirement Sav…$4MThe Mary Wade Home, Inc. 403(b) Savings PlanThe Mary Wade Home, Inc. 403…$4MCma 403(b) Plan$4MEast Georgia Healthcare Center 403b PlanEast Georgia Healthcare Cent…$4M
End-of-year total assets ($M) among The Oaks Academy DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$914K
Employer EIN352050595
Plan Effective Date2000-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Oaks Academy, Inc.)

Sponsor-wide plan assets over time

All The Oaks Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.2698477912118011% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $5.11M $5.05M ▼ -1.2%
Year Plans Participants Total Assets
2022 2 492 $5M
2023 1 124 $4M
2024 1 133 $5M

Nearby Other Plans in Indiana

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

The Oaks Academy DC Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20002004006008001000 Total assets ($M) Participants The Oaks Academy DC Plan, Total assets ($M): 4.178225 · Participants: 124The Oaks Academy DC PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 787.127482 · Participants: 16096Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 602.754736 · Participants: 7172Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 448.507754 · Participants: 2656Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 391.056673 · Participants: 7567Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 343.073559 · Participants: 3137Butler University Retirement Plan
The Oaks Academy DC Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare The Oaks Academy DC Plan side-by-side with 3 peers →

The Oaks Academy DC Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is La Causa Inc. Retirement Savings Plan in WI ($4M); by covered participants it is Marthas Table Inc. 403b Plan in DC (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 The Oaks Academy DC Plan assets move in 2023? ▼
The Oaks Academy DC Plan grew sharply - up 28.0% during 2023, from $3M to $4M. Reported net income was $914K.
How have The Oaks Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Oaks Academy, Inc.'s sponsor-wide assets declined 1.3%, from $5M to $5M.
Which Other plans are similar in size to The Oaks Academy DC Plan? ▼
Among Other plans in other states, the closest by assets is La Causa Inc. Retirement Savings Plan in WI ($4M, 195 participants).
Which Other plans cover a similar participant headcount to The Oaks Academy DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Marthas Table Inc. 403b Plan in DC (124 participants, $4M 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 352050595.

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.