Live Oak Preschool 403(b) Defined Benefit Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Live Oak Preschool · California · Educational Services
What the 2023 filing shows
Live Oak Preschool 403(b) Defined Benefit Plan holds N/A for 15 participants.
- N/A
- total plan assets (2023 EOY)
- 15
- covered participants
What the Filing Says About Live Oak Preschool 403(b) Defined Benefit Plan
Live Oak Preschool 403(b) Defined Benefit Plan is a Money Purchase retirement plan sponsored by Live Oak Preschool, headquartered in California. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 15 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 942430157, and the plan has been effective since 2001-10-15. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Money Purchase |
| Employer EIN | 942430157 |
| Plan Effective Date | 2001-10-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Live Oak Preschool)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | N/A |
| 2023 | 1 | 15 | N/A |
| 2024 | 1 | 14 | N/A |
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
Related Data
Guides
Frequently Asked Questions
How much money is in the Live Oak Preschool 403(b) Defined Benefit Plan? ▼
What type of plan is Live Oak Preschool 403(b) Defined Benefit Plan? ▼
Who sponsors the Live Oak Preschool 403(b) Defined Benefit Plan? ▼
How did Live Oak Preschool 403(b) Defined Benefit Plan perform in 2023? ▼
Where can I find official filings for Live Oak Preschool 403(b) Defined Benefit Plan? ▼
How does Live Oak Preschool 403(b) Defined Benefit Plan compare to other plans? ▼
Explore PlainRetire
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 942430157.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.