Profit Sharing · DOL Form 5500 · 2024

Ojai Valley School, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
137
Participants Small participant base
57th
Percentile by assets National rank
$76,013
Avg per participant Below avg balance/head
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Official DOL plan name: Ojai Valley School, Inc. Profit Sharing Plan · Sponsored by Ojai Valley School, Inc. · California · Educational Services

$10M in assets, 137 participants

Ojai Valley School, Inc.'s Ojai Valley School, Inc. Profit Sharing Plan reported $10M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,426 in Educational Services (3,638 peers)

Coverage in California

Ojai Valley School, Inc. Profit Sharing Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $10M.

#1,426
in Educational Services (3,638 peers)
-4.0%
assets change YoY

The plan reported a net loss of $437K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ojai Valley School, Inc. Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Ojai Valley School, Inc. Profit Sharing Plan vs every filed plan by assets

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

$10,413,784 Top 43% higher than 57% 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

Ojai Valley School, Inc. Profit Sharing 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. Ojai Valley School, Inc. Profit Sharing Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ojai Valley School, Inc. Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$437K in the plan year 2024 filing.
  • Ojai Valley School, Inc. Profit Sharing Plan reported participants rose from 127 in the plan year 2023 filing to 137 in the plan year 2024 filing.
  • Ojai Valley School, Inc. Profit Sharing Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 951661099 · Ojai Valley School, Inc. PY 2024 · Profit Sharing

Ojai Valley School, Inc. Profit Sharing Plan · $10M · 137 · 57th

  • EOY $10M
  • EOY 137
  • EOY 57th
  • EOY Profit Sharing
  • EOY near Citrin Cooperman Profit Sharing Plan - Plan No. 3
  • EOY ind #1426

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 →

Ojai Valley School, Inc. Profit Sharing Plan in the asset neighbourhood

Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension PlanBermudez, Longo, Diaz-Masso,…$10MOjai Valley School, Inc. Profit Sharing PlanOjai Valley School, Inc. Pro…$10MCitrin Cooperman Profit Sharing Plan - Plan No. 3Citrin Cooperman Profit Shar…$10MAnco Engineering, Inc. Profit Sharing PlanAnco Engineering, Inc. Profi…$10MParking Management, Inc. Employees' Profit Sharing PlanParking Management, Inc. Emp…$10M
End-of-year total assets ($M) among Ojai Valley School, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$437K
Employer EIN951661099
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ojai Valley School, Inc.)

Sponsor-wide plan assets over time

All Ojai Valley School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.699850862506622% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $15M $10.4M ▼ -30.7%
Year Plans Participants Total Assets
2022 2 209 $15M
2023 2 211 $18M
2024 1 137 $10M

Nearby Profit Sharing Plans in California

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

Ojai Valley School, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Ojai Valley School, Inc. Profit Sharing Plan, Total assets ($B): 0.010413784 · Participants: 137Ojai Valley School, Inc. Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Ojai Valley School, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ojai Valley School, Inc. Profit Sharing Plan side-by-side with 3 peers →

Ojai Valley School, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Citrin Cooperman Profit Sharing Plan - Plan No. 3 in NY ($10M); by covered participants it is Children International Retirement Plan in MO (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Ojai Valley School, Inc. Profit Sharing Plan assets move in 2024? ▼
Ojai Valley School, Inc. Profit Sharing Plan edged down modestly - down 4.0% during 2024, from $11M to $10M. Reported net income was -$437K.
How have Ojai Valley School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ojai Valley School, Inc.'s sponsor-wide assets declined 30.7%, from $15M to $10M.
Which Profit Sharing plans are similar in size to Ojai Valley School, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Citrin Cooperman Profit Sharing Plan - Plan No. 3 in NY ($10M, 703 participants).
Which Profit Sharing plans cover a similar participant headcount to Ojai Valley School, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Children International Retirement Plan in MO (137 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951661099.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.