Profit Sharing · DOL Form 5500 · 2024

Oak Brook School, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
53
Participants Small participant base
28th
Percentile by assets National rank
$33,198
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oak Brook School, Inc. Retirement Plan · Sponsored by Oak Brook School, Inc. · Texas · Healthcare & Social Assistance

$2M in assets, 53 participants

Oak Brook School, Inc.'s Oak Brook School, Inc. Retirement Plan reported $2M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,341 in Healthcare & Social Assistance (16,916 peers)

Oak Brook School, Inc. multi-year trail

Oak Brook School, Inc.'s plans moved +68.3% in assets from 2022 to 2024; this filing shows Oak Brook School, Inc. Retirement Plan at $2M / 53 participants.

#4,341
in Healthcare & Social Assistance (16,916 peers)
+33.3%
assets growth YoY

Oak Brook School, Inc. Retirement Plan among the smaller filed plans by assets

Oak Brook School, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,759,518 28th percentile higher than 28% of 123,620 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 2024

Oak Brook School, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oak Brook School, Inc. Retirement Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oak Brook School, Inc. Retirement Plan reported net income rose from $275K in the plan year 2023 filing to $439K in the plan year 2024 filing.
  • Oak Brook School, Inc. Retirement Plan reported participants rose from 35 in the plan year 2023 filing to 53 in the plan year 2024 filing.
  • Oak Brook School, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 471480801 · Oak Brook School, Inc. PY 2024 · Profit Sharing

Oak Brook School, Inc. Retirement Plan · $2M · 53 · 28th

  • PCT $2M
  • PCT 53
  • PCT 28th
  • PCT Profit Sharing
  • PCT near George J Hadeed Profit Sharing Plan
  • PCT ind #4341

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Oak Brook School, Inc. Retirement Plan in the asset neighbourhood

Oak Brook School, Inc. Retirement PlanOak Brook School, Inc. Retir…$2MGeorge J Hadeed Profit Sharing PlanGeorge J Hadeed Profit Shari…$2MS D Vanderlip Grading and Landscaping, Inc. Profit Sharing Plan and TrustS D Vanderlip Grading and La…$2MG&f Manufacturing Company Inc Profit Sharing Plan & TrustG&f Manufacturing Company In…$2MWalking Urgent Care, Inc. Retirement PlanWalking Urgent Care, Inc. Re…$2M
End-of-year total assets ($M) among Oak Brook School, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Oak Brook School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Oak Brook School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 68.34480337011463% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.05M $1.76M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 38 $1M
2023 1 35 $1M
2024 1 53 $2M

Oak Brook School, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$439K
Employer EIN471480801
Plan Effective Date2014-07-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Oak Brook School, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Oak Brook School, Inc. Retirement Plan, Total assets ($B): 0.001759518 · Participants: 53Oak Brook School, Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Oak Brook School, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Oak Brook School, Inc. Retirement Plan side-by-side with 3 peers →

Oak Brook School, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is George J Hadeed Profit Sharing Plan in PA ($2M); by covered participants it is Sgv Perinatal Medical Group, Inc. 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oak Brook School, Inc. Retirement Plan assets move in 2024? ▼
Oak Brook School, Inc. Retirement Plan surged - up 33.3% during 2024, from $1M to $2M. Reported net income was $439K.
How have Oak Brook School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oak Brook School, Inc.'s sponsor-wide assets grew 68.3%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Oak Brook School, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is George J Hadeed Profit Sharing Plan in PA ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Oak Brook School, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sgv Perinatal Medical Group, Inc. 401(k) Plan in CA (53 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471480801.

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.