Money Purchase · DOL Form 5500 · 2024
Live Oak Preschool Money Purchase Plan
Data updated 2026-08-25
- $156K
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $11,156
- Avg per participant Low balance/head
Official DOL plan name: Live Oak Preschool 403(b) Defined Benefit Plan · Sponsored by Live Oak Preschool · California · Educational Services
$156K in assets, 14 participants
Live Oak Preschool's Live Oak Preschool 403(b) Defined Benefit Plan reported $156K in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #247 in Educational Services (3,638 peers)
Live Oak Preschool multi-year trail
Live Oak Preschool's plans moved +41.2% in assets from 2022 to 2024; this filing shows Live Oak Preschool 403(b) Defined Benefit Plan at $156K / 14 participants.
- #247
- in Educational Services (3,638 peers)
- +14.8%
- assets growth YoY
Live Oak Preschool 403(b) Defined Benefit Plan among the smaller filed plans by assets
Live Oak Preschool 403(b) Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$156,189 9th percentile higher than 9% 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
Live Oak Preschool 403(b) Defined Benefit Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Live Oak Preschool 403(b) Defined Benefit Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Live Oak Preschool 403(b) Defined Benefit Plan reported net income fell from $25K in the plan year 2023 filing to $20K in the plan year 2024 filing.
- Live Oak Preschool 403(b) Defined Benefit Plan end-of-year assets rose from $136K in the plan year 2023 filing to $156K in the plan year 2024 filing.
- Live Oak Preschool 403(b) Defined Benefit Plan reported participants fell from 15 in the plan year 2023 filing to 14 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 942430157 · Live Oak Preschool PY 2024 · Money Purchase
Live Oak Preschool 403(b) Defined Benefit Plan · $156K · 14 · 9th
- RANK $156K
- PHOTO 14
- IND 9th
- EOY Money Purchase
- 5500 near Robnett Manufacturing Sales, Inc, 401(k)
- ASSETS ind #247
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 →
Live Oak Preschool 403(b) Defined Benefit Plan in the asset neighbourhood
Live Oak Preschool multi-year asset trail
Sponsor-wide plan assets over time
All Live Oak Preschool plans reported in each filing year
- Latest sponsor-wide plan assets
- $156K 41.235034542626686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $111K |
| 2023 | 1 | 15 | $136K |
| 2024 | 1 | 14 | $156K |
Live Oak Preschool filing trail (2024)
| Total Assets (Beginning of Year) | $136K |
|---|---|
| Net Assets (End of Year) | $156K |
| Net Income | $20K |
| Employer EIN | 942430157 |
| Plan Effective Date | 2001-10-15 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
Live Oak Preschool 403(b) Defined Benefit Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Robnett Manufacturing Sales, Inc, 401(k) in AR ($154K); by covered participants it is Creston Medical Clinic Pension Plan 001 and Profit Sharing 200 in IA (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156K here).
Similar participant headcount
Nearest other-state filings by covered participants (14 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.