Other · DOL Form 5500 · 2024
Oakwood School Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 202
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $313,114
- Avg per participant High balance/head
Official DOL plan name: Oakwood School 403(b) Retirement Plan · Sponsored by Oakwood School · California · Educational Services
$63M in assets, 202 participants
Oakwood School's Oakwood School 403(b) Retirement Plan reported $63M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,764 in Educational Services (3,638 peers)
Coverage in California
Oakwood School 403(b) Retirement Plan covers 202 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $63M.
- #2,764
- in Educational Services (3,638 peers)
- +10.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Oakwood School 403(b) Retirement Plan's outsized position by total assets
Oakwood School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,249,004 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oakwood School 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oakwood School 403(b) Retirement Plan sits mid-pack in the medium band (202 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oakwood School 403(b) Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Oakwood School 403(b) Retirement Plan end-of-year assets rose from $57M in the plan year 2023 filing to $63M in the plan year 2024 filing.
DOL schedule card
Filing strip 951698608 · Oakwood School PY 2024 · Other
Oakwood School 403(b) Retirement Plan · $63M · 202 · 87th
- 5500 $63M
- 5500 202
- 5500 87th
- 5500 Other
- 5500 near Naval Academy Athletic Association Retirement Plan
- 5500 ind #2764
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 →
Oakwood School 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $6M |
| Employer EIN | 951698608 |
| Plan Effective Date | 1972-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oakwood School)
Sponsor-wide plan assets over time
All Oakwood School plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 28.10056917852581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 175 | $49M |
| 2023 | 1 | 203 | $57M |
| 2024 | 1 | 202 | $63M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Oakwood School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Naval Academy Athletic Association Retirement Plan in MD ($63M); by covered participants it is Mountain Family Health Centers 403b Plan in CO (202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Naval Academy Athletic Association Retirement Plan (MD) $63M · 208
- The Masters School 403(b) DC Plan (NY) $63M · 244
- Methodist University Retirement Plan (NC) $63M · 372
- Park Tudor Defined Contribution Retirement Plan (IN) $63M · 308
Similar participant headcount
Nearest other-state filings by covered participants (202 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.