Other · DOL Form 5500 · 2024

The Oaks Academy, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 133
Participants Small participant base: 42nd
Percentile by assets National rank: $37,944
Avg per participant Low balance/head

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Official DOL plan name: The Oaks Academy DC Plan · Sponsored by The Oaks Academy, Inc. · Indiana · Educational Services

$5M in assets, 133 participants

The Oaks Academy, Inc.'s The Oaks Academy DC Plan reported $5M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

#990 in Educational Services (3,638 peers)

Coverage in Indiana

The Oaks Academy DC Plan covers 133 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#990
in Educational Services (3,638 peers): +20.8%
assets growth YoY

The Oaks Academy DC Plan's mid-pack asset rank among Educational Services and all filers

The Oaks Academy DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,046,493 42nd percentile higher than 42% 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

The Oaks Academy DC 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. The Oaks Academy DC Plan sits mid-pack in the medium band (133 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

The Oaks Academy DC Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
The Oaks Academy DC Plan reported participants rose from 124 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 352050595 · The Oaks Academy, Inc. PY 2024 · Other

The Oaks Academy DC Plan · $5M · 133 · 42nd

PHOTO $5M
IND 133
EOY 42nd
5500 Other
ASSETS near 403b Thrift Plan of Aloha House Inc.
PCT ind #990

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 Indiana →

End-of-year total assets ($M) among The Oaks Academy DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$868K
Employer EIN	352050595
Plan Effective Date	2000-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Oaks Academy, Inc.)

Latest sponsor-wide plan assets: $5M 1.2698477912118011% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	492	$5M
2023	1	124	$4M
2024	1	133	$5M

Nearby Other Plans in Indiana

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

The Oaks Academy DC Plan vs. nearby Other plans in Indiana, assets vs. participants

Parkview Health System, Inc. 403(b) Plan $928M · 16,191
Beacon Retirement Savings 403(b) Plan $695M · 7,707
Ici Multiple Employer Plan $481M · 2,722
Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
Butler University Retirement Plan $373M · 3,285

Compare The Oaks Academy DC Plan side-by-side with 3 peers →

The Oaks Academy DC Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is 403b Thrift Plan of Aloha House Inc. in HI ($5M); by covered participants it is Community Care Services 403(b) Plan in MI (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

403b Thrift Plan of Aloha House Inc. (HI) $5M · 199
St. George's Episcopal School 403b Retirement Income Plan (LA) $5M · 132
Naples Botanical Garden Defined Contribution Retirement Plan (FL) $5M · 141
Friends of Youth 403(b) Retirement Plan (WA) $5M · 186

Similar participant headcount

Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.

Community Care Services 403(b) Plan (MI) 133 · 0 off
Jewish Community Center in Manhattan 403(b) Defined Contribution Plan (NY) 133 · 0 off
Toyota De Puerto Rico Corp. Savings and Investment Plan (PR) 133 · 0 off
Link Associates Employer 403b Retirement Plan (IA) 133 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Oaks Academy DC Plan assets move in 2024? ▼

The Oaks Academy DC Plan grew sharply - up 20.8% during 2024, from $4M to $5M. Reported net income was $868K.

How have The Oaks Academy, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Oaks Academy, Inc.'s sponsor-wide assets declined 1.3%, from $5M to $5M.

Which Other plans are similar in size to The Oaks Academy DC Plan? ▼

Among Other plans in other states, the closest by assets is 403b Thrift Plan of Aloha House Inc. in HI ($5M, 199 participants).

Which Other plans cover a similar participant headcount to The Oaks Academy DC Plan? ▼

Among Other plans in other states, the closest by covered participants is Community Care Services 403(b) Plan in MI (133 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352050595.