Profit Sharing · DOL Form 5500 · 2023

Ojai Valley School, Inc. Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
127
Participants Small participant base
60th
Percentile by assets National rank
$85,439
Avg per participant Below avg balance/head
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Official DOL plan name: Ojai Valley School, Inc. Profit Sharing Plan · Sponsored by Ojai Valley School, Inc. · California · Educational Services

$11M in assets, 127 participants

Ojai Valley School, Inc.'s Ojai Valley School, Inc. Profit Sharing Plan reported $11M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,625 in Educational Services (3,735 peers)

Coverage in California

Ojai Valley School, Inc. Profit Sharing Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $11M.

#1,625
in Educational Services (3,735 peers)
+17.3%
assets growth YoY

Ojai Valley School, Inc. Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Ojai Valley School, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,850,795 Top 40% higher than 60% of 127,068 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 2023

Ojai Valley School, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ojai Valley School, Inc. Profit Sharing Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ojai Valley School, Inc. Profit Sharing Plan reported net income rose from $164K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ojai Valley School, Inc. Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Ojai Valley School, Inc. Profit Sharing Plan reported participants rose from 124 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951661099 · Ojai Valley School, Inc. PY 2023 · Profit Sharing

Ojai Valley School, Inc. Profit Sharing Plan · $11M · 127 · 60th

  • EIN $11M
  • EIN 127
  • EIN 60th
  • EIN Profit Sharing
  • EIN near Willow Brook 403(b) Retirement Plan
  • EIN ind #1625

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 →

Ojai Valley School, Inc. Profit Sharing Plan in the asset neighbourhood

Charles Momper, Inc. Profit Sharing PlanCharles Momper, Inc. Profit …$11MTriangle Dealers Group Retirement PlanTriangle Dealers Group Retir…$11MBrewe Layman Profit Sharing PlanBrewe Layman Profit Sharing …$11MOjai Valley School, Inc. Profit Sharing PlanOjai Valley School, Inc. Pro…$11MWillow Brook 403(b) Retirement PlanWillow Brook 403(b) Retireme…$11M
End-of-year total assets ($M) among Ojai Valley School, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN951661099
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ojai Valley School, Inc.)

Sponsor-wide plan assets over time

All Ojai Valley School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.699850862506622% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $15M $10.4M ▼ -30.7%
Year Plans Participants Total Assets
2022 2 209 $15M
2023 2 211 $18M
2024 1 137 $10M

Nearby Profit Sharing Plans in California

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

Ojai Valley School, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Ojai Valley School, Inc. Profit Sharing Plan, Total assets ($B): 0.010850795 · Participants: 127Ojai Valley School, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Ojai Valley School, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ojai Valley School, Inc. Profit Sharing Plan side-by-side with 3 peers →

Ojai Valley School, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Willow Brook 403(b) Retirement Plan in OH ($11M); by covered participants it is Charley Toppino & Sons of Key West LLC Profit Sharing Plan in FL (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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.

Frequently Asked Questions

How did Ojai Valley School, Inc. Profit Sharing Plan assets move in 2023? ▼
Ojai Valley School, Inc. Profit Sharing Plan grew sharply - up 17.3% during 2023, from $9M to $11M. Reported net income was $2M.
How have Ojai Valley School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ojai Valley School, Inc.'s sponsor-wide assets declined 30.7%, from $15M to $10M.
Which Profit Sharing plans are similar in size to Ojai Valley School, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Willow Brook 403(b) Retirement Plan in OH ($11M, 462 participants).
Which Profit Sharing plans cover a similar participant headcount to Ojai Valley School, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Charley Toppino & Sons of Key West LLC Profit Sharing Plan in FL (127 participants, $6M in assets).

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 951661099.

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.