Other · DOL Form 5500 · 2023

Ojai Valley School, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
84
Participants Small participant base
50th
Percentile by assets National rank
$79,271
Avg per participant Below avg balance/head
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Official DOL plan name: Ojai Valley School Employee Voluntary Retirement Plan · Sponsored by Ojai Valley School, Inc. · California · Educational Services

$7M in assets, 84 participants

Ojai Valley School, Inc.'s Ojai Valley School Employee Voluntary Retirement Plan reported $7M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,281 in Educational Services (3,735 peers)

Ojai Valley School, Inc. multi-year trail

Ojai Valley School, Inc.'s plans moved -30.7% in assets from 2022 to 2024; this filing shows Ojai Valley School Employee Voluntary Retirement Plan at $7M / 84 participants.

#1,281
in Educational Services (3,735 peers)
+15.2%
assets growth YoY

Ojai Valley School Employee Voluntary Retirement Plan's mid-pack asset rank among Educational Services and all filers

Ojai Valley School Employee Voluntary Retirement Plan vs every filed plan by assets

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

$6,658,729 Top 50% higher than 50% 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 Employee Voluntary Retirement 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. Ojai Valley School Employee Voluntary Retirement Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ojai Valley School Employee Voluntary Retirement Plan reported net income rose from -$749K in the plan year 2022 filing to $878K in the plan year 2023 filing.
  • Ojai Valley School Employee Voluntary Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ojai Valley School Employee Voluntary Retirement Plan reported participants fell from 85 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Ojai Valley School Employee Voluntary Retirement Plan · $7M · 84 · 50th

  • EBSA $7M
  • EBSA 84
  • EBSA 50th
  • EBSA Other
  • EBSA near North Cobb Christian School 403b Plan
  • EBSA ind #1281

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 Employee Voluntary Retirement Plan in the asset neighbourhood

Zoological Society of Pittsburgh 403(b) PlanZoological Society of Pittsb…$7MManned Space Flight Education Foundation 403(b) PlanManned Space Flight Educatio…$7MOjai Valley School Employee Voluntary Retirement PlanOjai Valley School Employee …$7MNorth Cobb Christian School 403b PlanNorth Cobb Christian School …$7MIllinois Center for Autism 403b PlanIllinois Center for Autism 4…$7M
End-of-year total assets ($M) among Ojai Valley School Employee Voluntary Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ojai Valley School, Inc. multi-year asset trail

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

Ojai Valley School, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$878K
Employer EIN951661099
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Ojai Valley School Employee Voluntary Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ojai Valley School Employee Voluntary Retirement Plan, Total assets ($B): 0.006658729 · Participants: 84Ojai Valley School Employee Voluntary Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Ojai Valley School Employee Voluntary Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Ojai Valley School Employee Voluntary Retirement Plan side-by-side with 3 peers →

Ojai Valley School Employee Voluntary Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is North Cobb Christian School 403b Plan in GA ($7M); by covered participants it is Wheaton Academy 403(b) DC Plan in IL (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Employee Voluntary Retirement Plan assets move in 2023? ▼
Ojai Valley School Employee Voluntary Retirement Plan grew sharply - up 15.2% during 2023, from $6M to $7M. Reported net income was $878K.
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 Other plans are similar in size to Ojai Valley School Employee Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by assets is North Cobb Christian School 403b Plan in GA ($7M, 269 participants).
Which Other plans cover a similar participant headcount to Ojai Valley School Employee Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Wheaton Academy 403(b) DC Plan in IL (84 participants, $9M 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.