Other · DOL Form 5500 · 2024
Oak Hall Private School Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $144,328
- Avg per participant Above avg balance/head
Official DOL plan name: Oak Hall Private School 403(b) DC and Tda Plan · Sponsored by Oak Hall Private School · Florida · Educational Services
$23M in assets, 158 participants
Oak Hall Private School's Oak Hall Private School 403(b) DC and Tda Plan reported $23M in total assets and 158 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.
- #2,038 in Educational Services (3,638 peers)
Coverage in Florida
Oak Hall Private School 403(b) DC and Tda Plan covers 158 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $23M.
- #2,038
- in Educational Services (3,638 peers)
- +3.9%
- assets growth YoY
Oak Hall Private School 403(b) DC and Tda Plan's outsized position by total assets
Oak Hall Private School 403(b) DC and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,803,785 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
Oak Hall Private School 403(b) DC and 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. Oak Hall Private School 403(b) DC and Tda Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oak Hall Private School 403(b) DC and Tda Plan reported net income fell from $3M in the plan year 2023 filing to $857K in the plan year 2024 filing.
- Oak Hall Private School 403(b) DC and Tda Plan reported participants rose from 140 in the plan year 2023 filing to 158 in the plan year 2024 filing.
- Oak Hall Private School 403(b) DC and Tda Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 591289155 · Oak Hall Private School PY 2024 · Other
Oak Hall Private School 403(b) DC and Tda Plan · $23M · 158 · 73rd
- PART $23M
- PART 158
- PART 73rd
- PART Other
- PART near San Francisco Friends School Defined Contribution Retirement Plan
- PART ind #2038
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 Florida →
Oak Hall Private School 403(b) DC and Tda Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $857K |
| Employer EIN | 591289155 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oak Hall Private School)
Sponsor-wide plan assets over time
All Oak Hall Private School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 21.09244962553862% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $19M |
| 2023 | 1 | 140 | $22M |
| 2024 | 1 | 158 | $23M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Oak Hall Private School 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is San Francisco Friends School Defined Contribution Retirement Plan in CA ($23M); by covered participants it is Whitefield Academy 403(b) Plan in GA (158 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 (158 participants); asset peers above are excluded.
- Whitefield Academy 403(b) Plan (GA) 158 · 0 off
- Gateway Community Industries 403(b) Tda Plan (NY) 158 · 0 off
- Meridian International Center Defined Contribution Retirement Plan (DC) 158 · 0 off
- Brescia University, Inc. Retirement Plan (KY) 158 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.