Other · DOL Form 5500 · 2023

Oak Hall Private School Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
140
Participants Small participant base
74th
Percentile by assets National rank
$156,762
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oak Hall Private School 403(b) DC and Tda Plan · Sponsored by Oak Hall Private School · Florida · Educational Services

$22M in assets, 140 participants

Oak Hall Private School's Oak Hall Private School 403(b) DC and Tda Plan reported $22M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,151 in Educational Services (3,735 peers)

Coverage in Florida

Oak Hall Private School 403(b) DC and Tda Plan covers 140 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $22M.

#2,151
in Educational Services (3,735 peers)
+16.5%
assets growth YoY

Oak Hall Private School 403(b) DC and Tda Plan's outsized position by total assets

Oak Hall Private School 403(b) DC and Tda Plan vs every filed plan by assets

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

$21,946,669 Top 26% higher than 74% 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

Oak Hall Private School 403(b) DC and Tda 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. Oak Hall Private School 403(b) DC and Tda Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oak Hall Private School 403(b) DC and Tda Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oak Hall Private School 403(b) DC and Tda Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Oak Hall Private School 403(b) DC and Tda Plan reported participants rose from 130 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591289155 · Oak Hall Private School PY 2023 · Other

Oak Hall Private School 403(b) DC and Tda Plan · $22M · 140 · 74th

  • IND $22M
  • IND 140
  • IND 74th
  • IND Other
  • IND near American Geophysical Union Tda
  • IND ind #2151

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 Florida →

Oak Hall Private School 403(b) DC and Tda Plan in the asset neighbourhood

American Geophysical Union TdaAmerican Geophysical Union T…$22MAua Tax Sheltered Annuity PlanAua Tax Sheltered Annuity Pl…$22MOak Hall Private School 403(b) DC and Tda PlanOak Hall Private School 403(…$22MBrimmer and May School Retirement PlanBrimmer and May School Retir…$22MThe New England Center for Children, Inc. Tax Deferred Annuity PlanThe New England Center for C…$22M
End-of-year total assets ($M) among Oak Hall Private School 403(b) DC and Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN591289155
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oak Hall Private School)

Sponsor-wide plan assets over time

All Oak Hall Private School plans reported in each filing year

Latest sponsor-wide plan assets
$23M 21.09244962553862% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.8M $22.8M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 130 $19M
2023 1 140 $22M
2024 1 158 $23M

Nearby Other Plans in Florida

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

Oak Hall Private School 403(b) DC and Tda Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Oak Hall Private School 403(b) DC and Tda Plan, Total assets ($B): 0.021946669 · Participants: 140Oak Hall Private School 403(b) DC and Tda PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Oak Hall Private School 403(b) DC and Tda Plan vs. nearby Other plans in Florida, assets vs. participants
Compare Oak Hall Private School 403(b) DC and Tda Plan side-by-side with 3 peers →

Oak Hall Private School 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is American Geophysical Union Tda in DC ($22M); by covered participants it is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants). Same-state nearby plans are listed separately above.

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 Oak Hall Private School 403(b) DC and Tda Plan assets move in 2023? ▼
Oak Hall Private School 403(b) DC and Tda Plan grew sharply - up 16.5% during 2023, from $19M to $22M. Reported net income was $3M.
How have Oak Hall Private School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Hall Private School's sponsor-wide assets grew 21.1%, from $19M to $23M.
Which Other plans are similar in size to Oak Hall Private School 403(b) DC and Tda Plan? ▼
Among Other plans in other states, the closest by assets is American Geophysical Union Tda in DC ($22M, 147 participants).
Which Other plans cover a similar participant headcount to Oak Hall Private School 403(b) DC and Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Staten Island Academy Defined Contribution Retirement Plan in NY (140 participants, $24M 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 591289155.

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.