401(k) · DOL Form 5500 · 2024
Oaks Christian School 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 349
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $117,269
- Avg per participant Below avg balance/head
Official DOL plan name: Oaks Christian School 403(b) Plan · Sponsored by Oaks Christian School · California · Educational Services
$41M in assets, 349 participants
Oaks Christian School's Oaks Christian School 403(b) Plan reported $41M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,470 in Educational Services (3,638 peers)
Where Oaks Christian School 403(b) Plan sits by assets
Oaks Christian School 403(b) Plan sits in the top quartile of all filed plans by assets, $41M for 349 participants (~$117,269/participant), up 8.9% in 2024.
- #2,470
- in Educational Services (3,638 peers)
- +8.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Oaks Christian School 403(b) Plan's outsized position by total assets
Oaks Christian School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,926,978 Top 18% higher than 82% 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
Oaks Christian School 403(b) 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. Oaks Christian School 403(b) Plan sits mid-pack in the medium band (349 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oaks Christian School 403(b) Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Oaks Christian School 403(b) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Oaks Christian School 403(b) Plan reported participants rose from 327 in the plan year 2023 filing to 349 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 954656912 · Oaks Christian School PY 2024 · 401(k)
Oaks Christian School 403(b) Plan · $41M · 349 · 82nd
- EOY $41M
- EOY 349
- EOY 82nd
- EOY 401(k)
- EOY near Reed & Reed Retirement Savings Plan
- EOY ind #2470
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 →
Oaks Christian School 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $3M |
| Employer EIN | 954656912 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oaks Christian School)
Sponsor-wide plan assets over time
All Oaks Christian School plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 34.72191531103359% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 296 | $30M |
| 2023 | 1 | 327 | $38M |
| 2024 | 1 | 349 | $41M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Oaks Christian School 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Reed & Reed Retirement Savings Plan in ME ($41M); by covered participants it is Comprehensive Energy Services 401(k) Plan in FL (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Reed & Reed Retirement Savings Plan (ME) $41M · 172
- Pride Capital Partners, LLC 401(k) Plan (NY) $41M · 2,783
- Peerless Beverage Company 401(k) Profit Sharing Plan (NJ) $41M · 123
- Rocky Brands, Inc. 401(k) Plan and Trust (OH) $41M · 473
Similar participant headcount
Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.
- Comprehensive Energy Services 401(k) Plan (FL) 349 · 0 off
- Thrive Mortgage 401(k) Plan (TX) 349 · 0 off
- Investment Corporation of Palm Beach 401(k) Plan (FL) 349 · 0 off
- Zito Media Retirement Savings Plan (PA) 349 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.