Money Purchase · DOL Form 5500 · 2022
Live Oak Preschool Money Purchase Plan
Data updated 2026-08-11
- $111K
- Total assets
- 15
- Participants
- 7th
- Percentile by assets
- $7,373
- Avg per participant
Official DOL plan name: Live Oak Preschool 403(b) Defined Benefit Plan · Sponsored by Live Oak Preschool · California · Educational Services
$111K in assets, 15 participants
Live Oak Preschool's Live Oak Preschool 403(b) Defined Benefit Plan reported $111K in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.
- 7th percentile by assets (of 139,126 plans)
- #220 in Educational Services (4,024 peers)
Live Oak Preschool multi-year trail
Live Oak Preschool's plans moved +41.2% in assets from 2022 to 2024; this filing shows Live Oak Preschool 403(b) Defined Benefit Plan at $111K / 15 participants.
- $111K
- total plan assets (2022 EOY)
- 15
- covered participants
- 7th
- percentile by assets (of 139,126 plans)
- $7,373
- avg assets per participant
Live Oak Preschool across 3 plan years on file
Across the 3 plan years Live Oak Preschool has on file (2022-2024), sponsor-wide plan assets have moved from $111K to $156K, a gain of 41.2%, while reported participants moved from 15 to 14 (-6.7%). Peak year by sponsor assets: 2024 ($156K); trough: 2022 ($111K).
Live Oak Preschool multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $111K |
| 2023 | 1 | 15 | $136K |
| 2024 | 1 | 14 | $156K |
Live Oak Preschool filing trail (2022)
| Total Assets (Beginning of Year) | $89K |
|---|---|
| Net Assets (End of Year) | $111K |
| Net Income | $21K |
| Employer EIN | 942430157 |
| Plan Effective Date | 2001-10-15 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Live Oak Preschool 403(b) Defined Benefit Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Live Oak Preschool 403(b) Defined Benefit Plan by total assets, not by location.
- Jar Retirement Plan (PR) $110K · 1
- Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 (PR) $111K · 5
- Phoenix Retirement Plan (PR) $109K · 2
- The Ms Group Money Purchase Plan and Trust (MS) $114K · 3
Frequently Asked Questions
How did Live Oak Preschool 403(b) Defined Benefit Plan assets move in 2022? ▼
How have Live Oak Preschool plan assets changed over time? ▼
Where does Live Oak Preschool 403(b) Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Live Oak Preschool 403(b) Defined Benefit Plan? ▼
Next read for Live Oak Preschool 403(b) Defined Benefi…
Multi-year trail
Ways to act on Live Oak Preschool 403(b) Defined Benefit Plan's numbers.
- By total assets, Live Oak Preschool 403(b) Defined Benefit Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Live Oak Preschool's sponsor-wide assets have grown 41.2% since 2022 across 3 plan years on file. More Educational Services plans