Money Purchase · DOL Form 5500 · 2023
Live Oak Preschool Money Purchase Plan
Data updated 2026-08-25
- $136K
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $9,069
- Avg per participant Low balance/head
Official DOL plan name: Live Oak Preschool 403(b) Defined Benefit Plan · Sponsored by Live Oak Preschool · California · Educational Services
$136K in assets, 15 participants
Live Oak Preschool's Live Oak Preschool 403(b) Defined Benefit Plan reported $136K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #235 in Educational Services (3,735 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 $136K / 15 participants.
- #235
- in Educational Services (3,735 peers)
- +23.0%
- assets growth YoY
Live Oak Preschool 403(b) Defined Benefit Plan among the smaller filed plans by assets
Live Oak Preschool 403(b) Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$136,040 8th percentile higher than 8% 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 Preschool 403(b) Defined Benefit 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 Preschool 403(b) Defined Benefit Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Live Oak Preschool 403(b) Defined Benefit Plan end-of-year assets rose from $111K in the plan year 2022 filing to $136K in the plan year 2023 filing.
- Live Oak Preschool 403(b) Defined Benefit Plan reported net income rose from $21K in the plan year 2022 filing to $25K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 942430157 · Live Oak Preschool PY 2023 · Money Purchase
Live Oak Preschool 403(b) Defined Benefit Plan · $136K · 15 · 8th
- PART $136K
- PART 15
- PART 8th
- PART Money Purchase
- PART near Centro De Medicina De Familia De Las Piedras, Psc.
- PART ind #235
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 Preschool 403(b) Defined Benefit Plan in the asset neighbourhood
Live Oak Preschool multi-year asset trail
Sponsor-wide plan assets over time
All Live Oak Preschool plans reported in each filing year
- Latest sponsor-wide plan assets
- $156K 41.235034542626686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $111K |
| 2023 | 1 | 15 | $136K |
| 2024 | 1 | 14 | $156K |
Live Oak Preschool filing trail (2023)
| Total Assets (Beginning of Year) | $111K |
|---|---|
| Net Assets (End of Year) | $136K |
| Net Income | $25K |
| 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.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
Live Oak Preschool 403(b) Defined Benefit Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Centro De Medicina De Familia De Las Piedras, Psc. in PR ($136K); by covered participants it is Optimized Process Furnaces, Inc. - Profit Sharing Plan in KS (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136K here).
- Centro De Medicina De Familia De Las Piedras, Psc. (PR) $136K · 11
- State Shorthand Reporting Retirement Plan (NJ) $136K · 3
- Teaneck Federal Credit Union Pension Plan (NJ) $136K · 1
- Imanaith Retirement Plan (PR) $137K · 3
Similar participant headcount
Nearest other-state filings by covered participants (15 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.