Other · DOL Form 5500 · 2023

Creative Center of Los Altos Retirement Plan

Data updated 2026-08-11

$36M
Total assets
195
Participants
82nd
Percentile by assets
$185,628
Avg per participant
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Official DOL plan name: Pinewood-Oakwood School 403(b) Retirement Plan · Sponsored by Creative Center of Los Altos · California · Educational Services

$36M in assets, 195 participants

Creative Center of Los Altos's Pinewood-Oakwood School 403(b) Retirement Plan reported $36M in total assets and 195 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.

  • 82nd percentile by assets (of 127,072 plans)
  • #2,530 in Educational Services (3,735 peers)

Coverage in California

Pinewood-Oakwood School 403(b) Retirement Plan covers 195 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $36M.

$36M
total plan assets (2023 EOY)
195
covered participants
82nd
percentile by assets (of 127,072 plans)
$185,628
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pinewood-Oakwood School 403(b) Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Pinewood-Oakwood School 403(b) Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Pinewood-Oakwood School 403(b) Retirement Plan reported participants rose from 193 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Pinewood-Oakwood School 403(b) Retirement Plan reports 195 participants - about 31% of that state average ($36M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN941527492
Plan Effective Date2002-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Creative Center of Los Altos)

$25M$30M$35M$40M$45M 202220232024 $29.9M $41.5M â–² +38.6%
Total plan assets by year, all Creative Center of Los Altos plans on file
Year Plans Participants Total Assets
2022 1 193 $30M
2023 1 195 $36M
2024 1 201 $41M

Nearby Other Plans in California

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

Pinewood-Oakwood School 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants

Pinewood-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 Pinewood-Oakwood Sch…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
Pinewood-Oakwood School 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Pinewood-Oakwood School 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Pinewood-Oakwood School 403(b) Retirement Plan assets move in 2023?
Pinewood-Oakwood School 403(b) Retirement Plan grew sharply - up 21.0% during 2023, from $30M to $36M. Reported net income was $6M.
How have Creative Center of Los Altos plan assets changed over time?
Across 3 plan years on file (2022-2024), Creative Center of Los Altos's sponsor-wide assets grew 38.6%, from $30M to $41M.
Where does Pinewood-Oakwood School 403(b) Retirement Plan rank by assets among Form 5500 filers?
Pinewood-Oakwood School 403(b) Retirement 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 Other plans are similar in size to Pinewood-Oakwood School 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Service Coordination, Inc. Tax Deferred Savings Plan in MD ($36M, 795 participants).

Next read for Pinewood-Oakwood School 403(b) Retiremen…

Filing takeaways

Ways to act on Pinewood-Oakwood School 403(b) Retirement Plan's numbers.