The Oaks School
Plan context: The Oaks School Defined Contribution Retirement Plan
EIN 95-4106117 • Los Angeles, CA • 24 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
49
2023 Assets
$3,152,139
2023 Contributions
$140,343
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 49 | $3,152,139 | $140,343 | $2,864iApproximate average salary by contribution assumption: employee only about $71,604 at 4% or $47,736 at 6%; with 50% employer match about $47,736 at 4% or $31,824 at 6%; with 100% employer match about $35,802 at 4% or $23,868 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 49 | $3,152,139 | $140,343 | $2,864iApproximate average salary by contribution assumption: employee only about $71,604 at 4% or $47,736 at 6%; with 50% employer match about $47,736 at 4% or $31,824 at 6%; with 100% employer match about $35,802 at 4% or $23,868 at 6%. |
| 2022 | 1 | 51 | $5,272,336 | $140,866 | $2,762iApproximate average salary by contribution assumption: employee only about $69,052 at 4% or $46,035 at 6%; with 50% employer match about $46,035 at 4% or $30,690 at 6%; with 100% employer match about $34,526 at 4% or $23,017 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 51 | $5,272,336 | $140,866 | $2,762iApproximate average salary by contribution assumption: employee only about $69,052 at 4% or $46,035 at 6%; with 50% employer match about $46,035 at 4% or $30,690 at 6%; with 100% employer match about $34,526 at 4% or $23,017 at 6%. |
| 2021 | 1 | 49 | $4,750,293 | $176,505 | $3,602iApproximate average salary by contribution assumption: employee only about $90,054 at 4% or $60,036 at 6%; with 50% employer match about $60,036 at 4% or $40,024 at 6%; with 100% employer match about $45,027 at 4% or $30,018 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 49 | $4,750,293 | $176,505 | $3,602iApproximate average salary by contribution assumption: employee only about $90,054 at 4% or $60,036 at 6%; with 50% employer match about $60,036 at 4% or $40,024 at 6%; with 100% employer match about $45,027 at 4% or $30,018 at 6%. |
| 2020 | 1 | 54 | $5,177,424 | $210,442 | $3,897iApproximate average salary by contribution assumption: employee only about $97,427 at 4% or $64,951 at 6%; with 50% employer match about $64,951 at 4% or $43,301 at 6%; with 100% employer match about $48,713 at 4% or $32,476 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 54 | $5,177,424 | $210,442 | $3,897iApproximate average salary by contribution assumption: employee only about $97,427 at 4% or $64,951 at 6%; with 50% employer match about $64,951 at 4% or $43,301 at 6%; with 100% employer match about $48,713 at 4% or $32,476 at 6%. |
| 2019 | 1 | 52 | $4,024,595 | $235,758 | $4,534iApproximate average salary by contribution assumption: employee only about $113,345 at 4% or $75,563 at 6%; with 50% employer match about $75,563 at 4% or $50,376 at 6%; with 100% employer match about $56,673 at 4% or $37,782 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 52 | $4,024,595 | $235,758 | $4,534iApproximate average salary by contribution assumption: employee only about $113,345 at 4% or $75,563 at 6%; with 50% employer match about $75,563 at 4% or $50,376 at 6%; with 100% employer match about $56,673 at 4% or $37,782 at 6%. |
| 2017 | 1 | 48 | $3,788,119 | $169,302 | $3,527iApproximate average salary by contribution assumption: employee only about $88,178 at 4% or $58,785 at 6%; with 50% employer match about $58,785 at 4% or $39,190 at 6%; with 100% employer match about $44,089 at 4% or $29,393 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 48 | $3,788,119 | $169,302 | $3,527iApproximate average salary by contribution assumption: employee only about $88,178 at 4% or $58,785 at 6%; with 50% employer match about $58,785 at 4% or $39,190 at 6%; with 100% employer match about $44,089 at 4% or $29,393 at 6%. |
| 2016 | 1 | 45 | $3,413,296 | $188,323 | $4,185iApproximate average salary by contribution assumption: employee only about $104,624 at 4% or $69,749 at 6%; with 50% employer match about $69,749 at 4% or $46,500 at 6%; with 100% employer match about $52,312 at 4% or $34,875 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 45 | $3,413,296 | $188,323 | $4,185iApproximate average salary by contribution assumption: employee only about $104,624 at 4% or $69,749 at 6%; with 50% employer match about $69,749 at 4% or $46,500 at 6%; with 100% employer match about $52,312 at 4% or $34,875 at 6%. |
| 2015 | 1 | 44 | $3,167,941 | $1,508,274 | $34,279iApproximate average salary by contribution assumption: employee only about $856,974 at 4% or $571,316 at 6%; with 50% employer match about $571,316 at 4% or $380,877 at 6%; with 100% employer match about $428,487 at 4% or $285,658 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 44 | $3,167,941 | $1,508,274 | $34,279iApproximate average salary by contribution assumption: employee only about $856,974 at 4% or $571,316 at 6%; with 50% employer match about $571,316 at 4% or $380,877 at 6%; with 100% employer match about $428,487 at 4% or $285,658 at 6%. |
| 2014 | 1 | 43 | $1,633,936 | $120,802 | $2,809iApproximate average salary by contribution assumption: employee only about $70,234 at 4% or $46,822 at 6%; with 50% employer match about $46,822 at 4% or $31,215 at 6%; with 100% employer match about $35,117 at 4% or $23,411 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 43 | $1,633,936 | $120,802 | $2,809iApproximate average salary by contribution assumption: employee only about $70,234 at 4% or $46,822 at 6%; with 50% employer match about $46,822 at 4% or $31,215 at 6%; with 100% employer match about $35,117 at 4% or $23,411 at 6%. |
| 2013 | 1 | 43 | $1,470,122 | $144,490 | $3,360iApproximate average salary by contribution assumption: employee only about $84,006 at 4% or $56,004 at 6%; with 50% employer match about $56,004 at 4% or $37,336 at 6%; with 100% employer match about $42,003 at 4% or $28,002 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 43 | $1,470,122 | $144,490 | $3,360iApproximate average salary by contribution assumption: employee only about $84,006 at 4% or $56,004 at 6%; with 50% employer match about $56,004 at 4% or $37,336 at 6%; with 100% employer match about $42,003 at 4% or $28,002 at 6%. |
| 2012 | 1 | 37 | $1,325,402 | $98,460 | $2,661iApproximate average salary by contribution assumption: employee only about $66,527 at 4% or $44,351 at 6%; with 50% employer match about $44,351 at 4% or $29,568 at 6%; with 100% employer match about $33,264 at 4% or $22,176 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 37 | $1,325,402 | $98,460 | $2,661iApproximate average salary by contribution assumption: employee only about $66,527 at 4% or $44,351 at 6%; with 50% employer match about $44,351 at 4% or $29,568 at 6%; with 100% employer match about $33,264 at 4% or $22,176 at 6%. |
| 2011 | 1 | 40 | $1,239,050 | $110,075 | $2,752iApproximate average salary by contribution assumption: employee only about $68,797 at 4% or $45,865 at 6%; with 50% employer match about $45,865 at 4% or $30,576 at 6%; with 100% employer match about $34,398 at 4% or $22,932 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 40 | $1,239,050 | $110,075 | $2,752iApproximate average salary by contribution assumption: employee only about $68,797 at 4% or $45,865 at 6%; with 50% employer match about $45,865 at 4% or $30,576 at 6%; with 100% employer match about $34,398 at 4% or $22,932 at 6%. |
| 2010 | 1 | 37 | $1,176,792 | $89,855 | $2,429iApproximate average salary by contribution assumption: employee only about $60,713 at 4% or $40,475 at 6%; with 50% employer match about $40,475 at 4% or $26,983 at 6%; with 100% employer match about $30,356 at 4% or $20,238 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 37 | $1,176,792 | $89,855 | $2,429iApproximate average salary by contribution assumption: employee only about $60,713 at 4% or $40,475 at 6%; with 50% employer match about $40,475 at 4% or $26,983 at 6%; with 100% employer match about $30,356 at 4% or $20,238 at 6%. |
| 2009 | 1 | 42 | $1,039,772 | $142,361 | $3,390iApproximate average salary by contribution assumption: employee only about $84,739 at 4% or $56,492 at 6%; with 50% employer match about $56,492 at 4% or $37,662 at 6%; with 100% employer match about $42,369 at 4% or $28,246 at 6%. |
| The Oaks School Defined Contribution Retirement Plan | - | 42 | $1,039,772 | $142,361 | $3,390iApproximate average salary by contribution assumption: employee only about $84,739 at 4% or $56,492 at 6%; with 50% employer match about $56,492 at 4% or $37,662 at 6%; with 100% employer match about $42,369 at 4% or $28,246 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Oaks School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Oaks School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Oaks School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Oaks School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Oaks School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Oaks School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The Oaks School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Oaks School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Oaks School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Oaks School Defined Contribution Retirement Plan | - | 0 | - | - | - |