Other · DOL Form 5500 · 2023
Live Oak School Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $106,012
- Avg per participant Below avg balance/head
Official DOL plan name: Live Oak School - 403(b) DC Plan · Sponsored by Live Oak School · California · Educational Services
$9M in assets, 82 participants
Live Oak School's Live Oak School - 403(b) DC Plan reported $9M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #1,443 in Educational Services (3,735 peers)
Live Oak School multi-year trail
Live Oak School's plans moved +30.8% in assets from 2022 to 2024; this filing shows Live Oak School - 403(b) DC Plan at $9M / 82 participants.
- #1,443
- in Educational Services (3,735 peers)
- +16.0%
- assets growth YoY
Live Oak School - 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Live Oak School - 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,692,979 Top 44% higher than 56% 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
Live Oak School - 403(b) DC 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. Live Oak School - 403(b) DC Plan is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Live Oak School - 403(b) DC Plan reported net income rose from -$782K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Live Oak School - 403(b) DC Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Live Oak School - 403(b) DC Plan reported participants rose from 81 in the plan year 2022 filing to 82 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 942153158 · Live Oak School PY 2023 · Other
Live Oak School - 403(b) DC Plan · $9M · 82 · 56th
- VS-ST $9M
- VS-ST 82
- VS-ST 56th
- VS-ST Other
- VS-ST near Depaul Group, Inc. 403(b) Plan
- VS-ST ind #1443
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 →
Live Oak School - 403(b) DC Plan in the asset neighbourhood
Live Oak School multi-year asset trail
Sponsor-wide plan assets over time
All Live Oak School plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 30.772885502933462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $7M |
| 2023 | 1 | 82 | $9M |
| 2024 | 1 | 88 | $10M |
Live Oak School filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 942153158 |
| Plan Effective Date | 1994-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Live Oak School - 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Depaul Group, Inc. 403(b) Plan in NY ($9M); by covered participants it is Legal Aid Society of Nassau County 403(b) Plan in NY (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (82 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.