Other · DOL Form 5500 · 2024

Creative Center of Los Altos Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
201
Participants Below avg headcount
82nd
Percentile by assets National rank
$206,291
Avg per participant Above avg balance/head
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Official DOL plan name: Pinewood-Oakwood School 403(b) Retirement Plan · Sponsored by Creative Center of Los Altos · California · Educational Services

$41M in assets, 201 participants

Creative Center of Los Altos's Pinewood-Oakwood School 403(b) Retirement Plan reported $41M in total assets and 201 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.

  • #2,482 in Educational Services (3,638 peers)

Coverage in California

Pinewood-Oakwood School 403(b) Retirement Plan covers 201 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $41M.

#2,482
in Educational Services (3,638 peers)
+14.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Pinewood-Oakwood School 403(b) Retirement Plan's outsized position by total assets

Pinewood-Oakwood School 403(b) Retirement Plan vs every filed plan by assets

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

$41,464,487 Top 18% higher than 82% 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

Pinewood-Oakwood School 403(b) Retirement 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. Pinewood-Oakwood School 403(b) Retirement Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pinewood-Oakwood School 403(b) Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Pinewood-Oakwood School 403(b) Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Pinewood-Oakwood School 403(b) Retirement Plan reported participants rose from 195 in the plan year 2023 filing to 201 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941527492 · Creative Center of Los Altos PY 2024 · Other

Pinewood-Oakwood School 403(b) Retirement Plan · $41M · 201 · 82nd

  • VS-ST $41M
  • BOY 201
  • SCH 82nd
  • EBSA Other
  • PART near St. Johnsbury Academy 403(b) Retirement Plan
  • TYPE ind #2482

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 →

Pinewood-Oakwood School 403(b) Retirement Plan in the asset neighbourhood

St. Johnsbury Academy 403(b) Retirement PlanSt. Johnsbury Academy 403(b)…$42MPinewood-Oakwood School 403(b) Retirement PlanPinewood-Oakwood School 403(…$41MTrout Unlimited Section 403(b) Retirement PlanTrout Unlimited Section 403(…$41MOglethorpe University 403(b) Retirement ProgramOglethorpe University 403(b)…$41MOttawa University DC Plan$41M
End-of-year total assets ($M) among Pinewood-Oakwood School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN941527492
Plan Effective Date2002-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Creative Center of Los Altos)

Sponsor-wide plan assets over time

All Creative Center of Los Altos plans reported in each filing year

Latest sponsor-wide plan assets
$41M 38.61216368291643% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.9M $41.5M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 193 $30M
2023 1 195 $36M
2024 1 201 $41M

Nearby Other Plans in California

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

Pinewood-Oakwood School 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Pinewood-Oakwood School 403(b) Retirement Plan, Total assets ($B): 0.041464487 · Participants: 201Pinewood-Oakwood School 403(b) Retirement 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
Pinewood-Oakwood School 403(b) Retirement Plan vs. nearby Other plans in California, assets vs. participants

Pinewood-Oakwood School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is St. Johnsbury Academy 403(b) Retirement Plan in VT ($42M); by covered participants it is 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra in FL (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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.

Frequently Asked Questions

How did Pinewood-Oakwood School 403(b) Retirement Plan assets move in 2024?
Pinewood-Oakwood School 403(b) Retirement Plan grew at a solid clip - up 14.6% during 2024, from $36M to $41M. Reported net income was $5M.
How have Creative Center of Los Altos plan assets changed over time?
Across 3 plan years on file (2022-2024), Creative Center of Los Altos's sponsor-wide assets grew 38.6%, from $30M to $41M.
Where does Pinewood-Oakwood School 403(b) Retirement Plan rank by assets among Form 5500 filers?
Pinewood-Oakwood School 403(b) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Pinewood-Oakwood School 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is St. Johnsbury Academy 403(b) Retirement Plan in VT ($42M, 229 participants).
Which Other plans cover a similar participant headcount to Pinewood-Oakwood School 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra in FL (201 participants, $10M in assets).