Other · DOL Form 5500 · 2024
The Oakridge School Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 210
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $110,114
- Avg per participant Below avg balance/head
Official DOL plan name: Oakridge School 403(b) Tda Plan · Sponsored by The Oakridge School · Texas · Educational Services
$23M in assets, 210 participants
The Oakridge School's Oakridge School 403(b) Tda Plan reported $23M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,053 in Educational Services (3,638 peers)
Coverage in Texas
Oakridge School 403(b) Tda Plan covers 210 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $23M.
- #2,053
- in Educational Services (3,638 peers)
- +12.2%
- assets growth YoY
Oakridge School 403(b) Tda Plan's outsized position by total assets
Oakridge School 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,123,935 Top 27% higher than 73% 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
Oakridge School 403(b) Tda 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. Oakridge School 403(b) Tda Plan sits mid-pack in the medium band (210 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oakridge School 403(b) Tda Plan reported participants rose from 131 in the plan year 2023 filing to 210 in the plan year 2024 filing.
- Oakridge School 403(b) Tda Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Oakridge School 403(b) Tda Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 751656802 · The Oakridge School PY 2024 · Other
Oakridge School 403(b) Tda Plan · $23M · 210 · 73rd
- EIN $23M
- EIN 210
- EIN 73rd
- EIN Other
- EIN near Fountain Valley School Defined Contribution Retirement Plan
- EIN ind #2053
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 Texas →
Oakridge School 403(b) Tda Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 751656802 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Oakridge School)
Sponsor-wide plan assets over time
All The Oakridge School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 25.733563392399383% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $18M |
| 2023 | 1 | 131 | $21M |
| 2024 | 1 | 210 | $23M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Oakridge School 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Fountain Valley School Defined Contribution Retirement Plan in CO ($23M); by covered participants it is The Park School Annuity Plan in MD (210 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (210 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.