The Oakridge School
Plan context: The Oakridge School Tax-Deferred Annuity Tda Plan
EIN 75-1656802 • Arlington, TX • 47 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
233
2024 Assets
$23,123,935
2024 Contributions
$896,293
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 233 | $23,123,935 | $896,293 | $3,847iApproximate average salary by contribution assumption: employee only about $96,169 at 4% or $64,113 at 6%; with 50% employer match about $64,113 at 4% or $42,742 at 6%; with 100% employer match about $48,084 at 4% or $32,056 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 233 | $23,123,935 | $896,293 | $3,847iApproximate average salary by contribution assumption: employee only about $96,169 at 4% or $64,113 at 6%; with 50% employer match about $64,113 at 4% or $42,742 at 6%; with 100% employer match about $48,084 at 4% or $32,056 at 6%. |
| 2023 | 2 | 134 | $20,617,226 | $970,951 | $7,246iApproximate average salary by contribution assumption: employee only about $181,148 at 4% or $120,765 at 6%; with 50% employer match about $120,765 at 4% or $80,510 at 6%; with 100% employer match about $90,574 at 4% or $60,383 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 134 | $20,617,226 | $970,951 | $7,246iApproximate average salary by contribution assumption: employee only about $181,148 at 4% or $120,765 at 6%; with 50% employer match about $120,765 at 4% or $80,510 at 6%; with 100% employer match about $90,574 at 4% or $60,383 at 6%. |
| The Oakridge School Life Insurance Plan | - | 125 | - | - | - |
| 2022 | 2 | 131 | $18,391,219 | $963,847 | $7,358iApproximate average salary by contribution assumption: employee only about $183,940 at 4% or $122,627 at 6%; with 50% employer match about $122,627 at 4% or $81,751 at 6%; with 100% employer match about $91,970 at 4% or $61,313 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 131 | $18,391,219 | $963,847 | $7,358iApproximate average salary by contribution assumption: employee only about $183,940 at 4% or $122,627 at 6%; with 50% employer match about $122,627 at 4% or $81,751 at 6%; with 100% employer match about $91,970 at 4% or $61,313 at 6%. |
| The Oakridge School Life Insurance Plan | - | 120 | - | - | - |
| 2021 | 2 | 127 | $23,575,865 | $969,853 | $7,637iApproximate average salary by contribution assumption: employee only about $190,916 at 4% or $127,277 at 6%; with 50% employer match about $127,277 at 4% or $84,852 at 6%; with 100% employer match about $95,458 at 4% or $63,639 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 127 | $23,575,865 | $969,853 | $7,637iApproximate average salary by contribution assumption: employee only about $190,916 at 4% or $127,277 at 6%; with 50% employer match about $127,277 at 4% or $84,852 at 6%; with 100% employer match about $95,458 at 4% or $63,639 at 6%. |
| The Oakridge School Life Insurance Plan | - | 109 | - | - | - |
| 2020 | 2 | 153 | $21,194,997 | $1,015,200 | $6,635iApproximate average salary by contribution assumption: employee only about $165,882 at 4% or $110,588 at 6%; with 50% employer match about $110,588 at 4% or $73,725 at 6%; with 100% employer match about $82,941 at 4% or $55,294 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 153 | $21,194,997 | $1,015,200 | $6,635iApproximate average salary by contribution assumption: employee only about $165,882 at 4% or $110,588 at 6%; with 50% employer match about $110,588 at 4% or $73,725 at 6%; with 100% employer match about $82,941 at 4% or $55,294 at 6%. |
| The Oakridge School Life Insurance Plan | - | 119 | - | - | - |
| 2019 | 2 | 199 | $17,939,323 | $985,622 | $4,953iApproximate average salary by contribution assumption: employee only about $123,822 at 4% or $82,548 at 6%; with 50% employer match about $82,548 at 4% or $55,032 at 6%; with 100% employer match about $61,911 at 4% or $41,274 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 199 | $17,939,323 | $985,622 | $4,953iApproximate average salary by contribution assumption: employee only about $123,822 at 4% or $82,548 at 6%; with 50% employer match about $82,548 at 4% or $55,032 at 6%; with 100% employer match about $61,911 at 4% or $41,274 at 6%. |
| The Oakridge School Life Insurance Plan | - | 124 | - | - | - |
| 2018 | 2 | 177 | $14,798,946 | $997,230 | $5,634iApproximate average salary by contribution assumption: employee only about $140,852 at 4% or $93,901 at 6%; with 50% employer match about $93,901 at 4% or $62,601 at 6%; with 100% employer match about $70,426 at 4% or $46,951 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 177 | $14,798,946 | $997,230 | $5,634iApproximate average salary by contribution assumption: employee only about $140,852 at 4% or $93,901 at 6%; with 50% employer match about $93,901 at 4% or $62,601 at 6%; with 100% employer match about $70,426 at 4% or $46,951 at 6%. |
| The Oakridge School Life Insurance Plan | - | 128 | - | - | - |
| 2017 | 3 | 205 | $15,193,774 | $904,427 | $4,412iApproximate average salary by contribution assumption: employee only about $110,296 at 4% or $73,531 at 6%; with 50% employer match about $73,531 at 4% or $49,020 at 6%; with 100% employer match about $55,148 at 4% or $36,765 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 205 | $15,193,774 | $904,427 | $4,412iApproximate average salary by contribution assumption: employee only about $110,296 at 4% or $73,531 at 6%; with 50% employer match about $73,531 at 4% or $49,020 at 6%; with 100% employer match about $55,148 at 4% or $36,765 at 6%. |
| The Oakridge School Life Insurance Plan | - | 121 | - | - | - |
| The Oakridge School Dental Insurance Plan | - | 96 | - | - | - |
| 2016 | 3 | 203 | $12,645,167 | $889,394 | $4,381iApproximate average salary by contribution assumption: employee only about $109,531 at 4% or $73,021 at 6%; with 50% employer match about $73,021 at 4% or $48,681 at 6%; with 100% employer match about $54,766 at 4% or $36,510 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 203 | $12,645,167 | $889,394 | $4,381iApproximate average salary by contribution assumption: employee only about $109,531 at 4% or $73,021 at 6%; with 50% employer match about $73,021 at 4% or $48,681 at 6%; with 100% employer match about $54,766 at 4% or $36,510 at 6%. |
| The Oakridge School Life Insurance Plan | - | 127 | - | - | - |
| The Oakridge School Dental Insurance Plan | - | 102 | - | - | - |
| 2015 | 3 | 172 | $11,802,574 | $931,733 | $5,417iApproximate average salary by contribution assumption: employee only about $135,426 at 4% or $90,284 at 6%; with 50% employer match about $90,284 at 4% or $60,189 at 6%; with 100% employer match about $67,713 at 4% or $45,142 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 172 | $11,802,574 | $931,733 | $5,417iApproximate average salary by contribution assumption: employee only about $135,426 at 4% or $90,284 at 6%; with 50% employer match about $90,284 at 4% or $60,189 at 6%; with 100% employer match about $67,713 at 4% or $45,142 at 6%. |
| The Oakridge School Dental Insurance Plan | - | 102 | - | - | - |
| The Oakridge School Life Insurance Plan | - | 113 | - | - | - |
| 2014 | 2 | 174 | $11,195,155 | $849,794 | $4,884iApproximate average salary by contribution assumption: employee only about $122,097 at 4% or $81,398 at 6%; with 50% employer match about $81,398 at 4% or $54,265 at 6%; with 100% employer match about $61,048 at 4% or $40,699 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 174 | $11,195,155 | $849,794 | $4,884iApproximate average salary by contribution assumption: employee only about $122,097 at 4% or $81,398 at 6%; with 50% employer match about $81,398 at 4% or $54,265 at 6%; with 100% employer match about $61,048 at 4% or $40,699 at 6%. |
| The Oakridge School Life Insurance Plan | - | 113 | - | - | - |
| 2013 | 4 | 163 | $9,720,700 | $791,518 | $4,856iApproximate average salary by contribution assumption: employee only about $121,398 at 4% or $80,932 at 6%; with 50% employer match about $80,932 at 4% or $53,955 at 6%; with 100% employer match about $60,699 at 4% or $40,466 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 163 | $9,720,700 | $791,518 | $4,856iApproximate average salary by contribution assumption: employee only about $121,398 at 4% or $80,932 at 6%; with 50% employer match about $80,932 at 4% or $53,955 at 6%; with 100% employer match about $60,699 at 4% or $40,466 at 6%. |
| THE OAKRIDGE SCHOOL HEALTH INSURANCE PLAN | - | 97 | - | - | - |
| The Oakridge School Dental Insurance Plan | - | 98 | - | - | - |
| The Oakridge School Life Insurance Plan | - | 122 | - | - | - |
| 2012 | 2 | 172 | $8,002,839 | $743,886 | $4,325iApproximate average salary by contribution assumption: employee only about $108,123 at 4% or $72,082 at 6%; with 50% employer match about $72,082 at 4% or $48,055 at 6%; with 100% employer match about $54,061 at 4% or $36,041 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 172 | $8,002,839 | $743,886 | $4,325iApproximate average salary by contribution assumption: employee only about $108,123 at 4% or $72,082 at 6%; with 50% employer match about $72,082 at 4% or $48,055 at 6%; with 100% employer match about $54,061 at 4% or $36,041 at 6%. |
| The Oakridge School Life Insurance Plan | - | 115 | - | - | - |
| 2011 | 2 | 198 | $6,661,443 | $730,496 | $3,689iApproximate average salary by contribution assumption: employee only about $92,234 at 4% or $61,490 at 6%; with 50% employer match about $61,490 at 4% or $40,993 at 6%; with 100% employer match about $46,117 at 4% or $30,745 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 198 | $6,661,443 | $730,496 | $3,689iApproximate average salary by contribution assumption: employee only about $92,234 at 4% or $61,490 at 6%; with 50% employer match about $61,490 at 4% or $40,993 at 6%; with 100% employer match about $46,117 at 4% or $30,745 at 6%. |
| The Oakridge School Life Insurance Plan | - | 112 | - | - | - |
| 2010 | 3 | 174 | $6,238,629 | $638,889 | $3,672iApproximate average salary by contribution assumption: employee only about $91,794 at 4% or $61,196 at 6%; with 50% employer match about $61,196 at 4% or $40,798 at 6%; with 100% employer match about $45,897 at 4% or $30,598 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 174 | $6,238,629 | $638,889 | $3,672iApproximate average salary by contribution assumption: employee only about $91,794 at 4% or $61,196 at 6%; with 50% employer match about $61,196 at 4% or $40,798 at 6%; with 100% employer match about $45,897 at 4% or $30,598 at 6%. |
| The Oakridge School Dental Insurance Plan | - | 102 | - | - | - |
| The Oakridge School Life Insurance Plan | - | 110 | - | - | - |
| 2009 | 2 | 157 | $5,120,078 | $620,846 | $3,954iApproximate average salary by contribution assumption: employee only about $98,861 at 4% or $65,907 at 6%; with 50% employer match about $65,907 at 4% or $43,938 at 6%; with 100% employer match about $49,430 at 4% or $32,954 at 6%. |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 157 | $5,120,078 | $620,846 | $3,954iApproximate average salary by contribution assumption: employee only about $98,861 at 4% or $65,907 at 6%; with 50% employer match about $65,907 at 4% or $43,938 at 6%; with 100% employer match about $49,430 at 4% or $32,954 at 6%. |
| The Oakridge School Life Insurance Plan | - | 113 | - | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Oakridge School Tax-Deferred Annuity Tda Plan | - | 0 | - | - | - |