Other · DOL Form 5500 · 2024

Live Oak a Learning Center for Children Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
88
Participants Small participant base
55th
Percentile by assets National rank
$111,318
Avg per participant Below avg balance/head
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Official DOL plan name: Live Oak a Learning Center for Children - 403(b) DC Plan · Sponsored by Live Oak a Learning Center for Children · California · Educational Services

$10M in assets, 88 participants

Live Oak a Learning Center for Children's Live Oak a Learning Center for Children - 403(b) DC Plan reported $10M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,379 in Educational Services (3,638 peers)

Live Oak a Learning Center for Children multi-year trail

Live Oak a Learning Center for Children's plans moved +30.8% in assets from 2022 to 2024; this filing shows Live Oak a Learning Center for Children - 403(b) DC Plan at $10M / 88 participants.

#1,379
in Educational Services (3,638 peers)
+12.7%
assets growth YoY

Live Oak a Learning Center for Children - 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

Live Oak a Learning Center for Children - 403(b) DC Plan vs every filed plan by assets

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

$9,795,951 Top 45% higher than 55% of 123,620 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 2024

Live Oak a Learning Center for Children - 403(b) DC 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 a Learning Center for Children - 403(b) DC Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Live Oak a Learning Center for Children - 403(b) DC Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Live Oak a Learning Center for Children - 403(b) DC Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Live Oak a Learning Center for Children - 403(b) DC Plan reported participants rose from 82 in the plan year 2023 filing to 88 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942153158 · Live Oak a Learning Center for Children PY 2024 · Other

Live Oak a Learning Center for Children - 403(b) DC Plan · $10M · 88 · 55th

  • TYPE $10M
  • NET 88
  • BOOK 55th
  • VS-ST Other
  • BOY near William F. Ryan Community Health Center, Inc. Pension Plan
  • SCH ind #1379

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 a Learning Center for Children - 403(b) DC Plan in the asset neighbourhood

Northeast PA Center for Independent Living Surplus Sharing Pension PlanNortheast PA Center for Inde…$10MLive Oak a Learning Center for Children - 403(b) DC PlanLive Oak a Learning Center f…$10MWilliam F. Ryan Community Health Center, Inc. Pension PlanWilliam F. Ryan Community He…$10MHillwood Estate, Museum & Gardens 403(b) PlanHillwood Estate, Museum & Ga…$10MBrandywine Conservancy & Museum of Art 403(b) Retirement PlanBrandywine Conservancy & Mus…$10M
End-of-year total assets ($M) among Live Oak a Learning Center for Children - 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Live Oak a Learning Center for Children multi-year asset trail

Sponsor-wide plan assets over time

All Live Oak a Learning Center for Children plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.772885502933462% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.49M $9.8M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 81 $7M
2023 1 82 $9M
2024 1 88 $10M

Live Oak a Learning Center for Children filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN942153158
Plan Effective Date1994-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Live Oak a Learning Center for Children - 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Live Oak a Learning Center for Children - 403(b) DC Plan, Total assets ($B): 0.009795951 · Participants: 88Live Oak a Learning Center for Children - 403(b) DC PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Live Oak a Learning Center for Children - 403(b) DC Plan vs. nearby Other plans in California, assets vs. participants

Live Oak a Learning Center for Children - 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is William F. Ryan Community Health Center, Inc. Pension Plan in NY ($10M); by covered participants it is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (88 participants). Same-state nearby plans are listed separately above.

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 Live Oak a Learning Center for Children - 403(b) DC Plan assets move in 2024?
Live Oak a Learning Center for Children - 403(b) DC Plan grew at a solid clip - up 12.7% during 2024, from $9M to $10M. Reported net income was $1M.
How have Live Oak a Learning Center for Children plan assets changed over time?
Across 3 plan years on file (2022-2024), Live Oak a Learning Center for Children's sponsor-wide assets grew 30.8%, from $7M to $10M.
Which Other plans are similar in size to Live Oak a Learning Center for Children - 403(b) DC Plan?
Among Other plans in other states, the closest by assets is William F. Ryan Community Health Center, Inc. Pension Plan in NY ($10M, 142 participants).
Which Other plans cover a similar participant headcount to Live Oak a Learning Center for Children - 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY (88 participants, $20M in assets).