Other · DOL Form 5500 · 2023

Oakwood School Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
203
Participants Below avg headcount
87th
Percentile by assets National rank
$280,869
Avg per participant High balance/head
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Official DOL plan name: Oakwood School 403(b) Retirement Plan · Sponsored by Oakwood School · California · Educational Services

$57M in assets, 203 participants

Oakwood School's Oakwood School 403(b) Retirement Plan reported $57M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,850 in Educational Services (3,735 peers)

Coverage in California

Oakwood School 403(b) Retirement Plan covers 203 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $57M.

#2,850
in Educational Services (3,735 peers)
+15.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Oakwood School 403(b) Retirement Plan's outsized position by total assets

Oakwood School 403(b) Retirement Plan vs every filed plan by assets

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

$57,016,429 Top 13% higher than 87% 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

Oakwood School 403(b) Retirement 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. Oakwood School 403(b) Retirement Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oakwood School 403(b) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Oakwood School 403(b) Retirement Plan reported participants rose from 175 in the plan year 2022 filing to 203 in the plan year 2023 filing.
  • Oakwood School 403(b) Retirement Plan end-of-year assets rose from $49M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951698608 · Oakwood School PY 2023 · Other

Oakwood School 403(b) Retirement Plan · $57M · 203 · 87th

  • IND $57M
  • IND 203
  • IND 87th
  • IND Other
  • IND near Greens Farms Academy Defined Contribution Plan
  • IND ind #2850

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 →

Oakwood School 403(b) Retirement Plan in the asset neighbourhood

Sunset Park Health Council 403(b) PlanSunset Park Health Council 4…$57MOakwood School 403(b) Retirement PlanOakwood School 403(b) Retire…$57MGreens Farms Academy Defined Contribution PlanGreens Farms Academy Defined…$57MIsland Peer Review Organization, Inc. Tax Deferred Annuity PlanIsland Peer Review Organizat…$57MAllosource Employees' Retirement PlanAllosource Employees' Retire…$57M
End-of-year total assets ($M) among Oakwood School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$57M
Net Income$8M
Employer EIN951698608
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oakwood School)

Sponsor-wide plan assets over time

All Oakwood School plans reported in each filing year

Latest sponsor-wide plan assets
$63M 28.10056917852581% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.4M $63.3M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 175 $49M
2023 1 203 $57M
2024 1 202 $63M

Nearby Other Plans in California

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

Oakwood School 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Oakwood School 403(b) Retirement Plan, Total assets ($B): 0.057016429 · Participants: 203Oakwood School 403(b) Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Oakwood School 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Oakwood School 403(b) Retirement Plan side-by-side with 3 peers →

Oakwood School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Greens Farms Academy Defined Contribution Plan in CT ($57M); by covered participants it is Groton School 403(b) Defined Contribution Retirement Plan in MA (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Oakwood School 403(b) Retirement Plan assets move in 2023? ▼
Oakwood School 403(b) Retirement Plan grew sharply - up 15.5% during 2023, from $49M to $57M. Reported net income was $8M.
How have Oakwood School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oakwood School's sponsor-wide assets grew 28.1%, from $49M to $63M.
Where does Oakwood School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Oakwood School 403(b) Retirement Plan ranks in the 87th 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 Other plans are similar in size to Oakwood School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Greens Farms Academy Defined Contribution Plan in CT ($57M, 213 participants).
Which Other plans cover a similar participant headcount to Oakwood School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Groton School 403(b) Defined Contribution Retirement Plan in MA (203 participants, $80M 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 951698608.

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.