BLUE OAK SCHOOL BLUE OAK SCHOOL
Plan context: BLUE OAK DEFINED CONTRIBUTION RETIREMENT
EIN 95-4803542 • Napa, CA • 21 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
82
2023 Assets
$5,996,727
2023 Contributions
$270,445
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 | 82 | $5,996,727 | $270,445 | $3,298iApproximate average salary by contribution assumption: employee only about $82,453 at 4% or $54,968 at 6%; with 50% employer match about $54,968 at 4% or $36,646 at 6%; with 100% employer match about $41,226 at 4% or $27,484 at 6%. |
| BLUE OAK DEFINED CONTRIBUTION RETIREMENT | - | 82 | $5,996,727 | $270,445 | $3,298iApproximate average salary by contribution assumption: employee only about $82,453 at 4% or $54,968 at 6%; with 50% employer match about $54,968 at 4% or $36,646 at 6%; with 100% employer match about $41,226 at 4% or $27,484 at 6%. |
| 2022 | 1 | 80 | $5,139,079 | $228,652 | $2,858iApproximate average salary by contribution assumption: employee only about $71,454 at 4% or $47,636 at 6%; with 50% employer match about $47,636 at 4% or $31,757 at 6%; with 100% employer match about $35,727 at 4% or $23,818 at 6%. |
| BLUE OAK DEFINED CONTRIBUTION RETIREMENT PLAN | - | 80 | $5,139,079 | $228,652 | $2,858iApproximate average salary by contribution assumption: employee only about $71,454 at 4% or $47,636 at 6%; with 50% employer match about $47,636 at 4% or $31,757 at 6%; with 100% employer match about $35,727 at 4% or $23,818 at 6%. |
| 2021 | 1 | 82 | $4,893,918 | $255,933 | $3,121iApproximate average salary by contribution assumption: employee only about $78,028 at 4% or $52,019 at 6%; with 50% employer match about $52,019 at 4% or $34,679 at 6%; with 100% employer match about $39,014 at 4% or $26,009 at 6%. |
| BLUE OAK DEFINED CONTRIBUTION RETIREMENT PLAN | - | 82 | $4,893,918 | $255,933 | $3,121iApproximate average salary by contribution assumption: employee only about $78,028 at 4% or $52,019 at 6%; with 50% employer match about $52,019 at 4% or $34,679 at 6%; with 100% employer match about $39,014 at 4% or $26,009 at 6%. |
| 2020 | 1 | 78 | $5,275,303 | $230,933 | $2,961iApproximate average salary by contribution assumption: employee only about $74,017 at 4% or $49,345 at 6%; with 50% employer match about $49,345 at 4% or $32,896 at 6%; with 100% employer match about $37,008 at 4% or $24,672 at 6%. |
| BLUE OAK DEFINED CONTRIBUTION RETIREMENT PLAN | - | 78 | $5,275,303 | $230,933 | $2,961iApproximate average salary by contribution assumption: employee only about $74,017 at 4% or $49,345 at 6%; with 50% employer match about $49,345 at 4% or $32,896 at 6%; with 100% employer match about $37,008 at 4% or $24,672 at 6%. |
| 2019 | 1 | 73 | $4,144,833 | $205,381 | $2,813iApproximate average salary by contribution assumption: employee only about $70,336 at 4% or $46,891 at 6%; with 50% employer match about $46,891 at 4% or $31,260 at 6%; with 100% employer match about $35,168 at 4% or $23,445 at 6%. |
| BLUE OAK DEFINED CONTRIBUTION RETIREMENT PLAN | - | 73 | $4,144,833 | $205,381 | $2,813iApproximate average salary by contribution assumption: employee only about $70,336 at 4% or $46,891 at 6%; with 50% employer match about $46,891 at 4% or $31,260 at 6%; with 100% employer match about $35,168 at 4% or $23,445 at 6%. |
| 2018 | 1 | 74 | $3,925,596 | $199,681 | $2,698iApproximate average salary by contribution assumption: employee only about $67,460 at 4% or $44,973 at 6%; with 50% employer match about $44,973 at 4% or $29,982 at 6%; with 100% employer match about $33,730 at 4% or $22,487 at 6%. |
| BLUE OAK DEFINED CONTRIBUTON RETIREMENT PLAN | - | 74 | $3,925,596 | $199,681 | $2,698iApproximate average salary by contribution assumption: employee only about $67,460 at 4% or $44,973 at 6%; with 50% employer match about $44,973 at 4% or $29,982 at 6%; with 100% employer match about $33,730 at 4% or $22,487 at 6%. |
| 2017 | 1 | 71 | $3,611,016 | $266,909 | $3,759iApproximate average salary by contribution assumption: employee only about $93,982 at 4% or $62,655 at 6%; with 50% employer match about $62,655 at 4% or $41,770 at 6%; with 100% employer match about $46,991 at 4% or $31,327 at 6%. |
| BLUE OAK DEFINED CONTRIBUTION RETIREMENT PLAN | - | 71 | $3,611,016 | $266,909 | $3,759iApproximate average salary by contribution assumption: employee only about $93,982 at 4% or $62,655 at 6%; with 50% employer match about $62,655 at 4% or $41,770 at 6%; with 100% employer match about $46,991 at 4% or $31,327 at 6%. |
| 2016 | 1 | 73 | $3,306,294 | $317,332 | $4,347iApproximate average salary by contribution assumption: employee only about $108,675 at 4% or $72,450 at 6%; with 50% employer match about $72,450 at 4% or $48,300 at 6%; with 100% employer match about $54,338 at 4% or $36,225 at 6%. |
| BLUE OAK DEFINED CONTRIBUTION RETIREMENT PLAN | - | 73 | $3,306,294 | $317,332 | $4,347iApproximate average salary by contribution assumption: employee only about $108,675 at 4% or $72,450 at 6%; with 50% employer match about $72,450 at 4% or $48,300 at 6%; with 100% employer match about $54,338 at 4% or $36,225 at 6%. |
| 2015 | 1 | 76 | $3,138,159 | $300,828 | $3,958iApproximate average salary by contribution assumption: employee only about $98,957 at 4% or $65,971 at 6%; with 50% employer match about $65,971 at 4% or $43,981 at 6%; with 100% employer match about $49,478 at 4% or $32,986 at 6%. |
| BLUE OAK DEFINED CONTRIBUTION RETIREMENT PLAN | - | 76 | $3,138,159 | $300,828 | $3,958iApproximate average salary by contribution assumption: employee only about $98,957 at 4% or $65,971 at 6%; with 50% employer match about $65,971 at 4% or $43,981 at 6%; with 100% employer match about $49,478 at 4% or $32,986 at 6%. |
| 2014 | 1 | 71 | $0 | $0 | - |
| BLUE OAK DEFINED CONTRIBUTION RETIREMENT PLAN | - | 71 | - | - | - |
| 2013 | 1 | 69 | $0 | $0 | - |
| BLUE OAK DEFINED CONTRIBUTION RETIREMENT PLAN | - | 69 | - | - | - |
| 2012 | 1 | 27 | $0 | $0 | - |
| BLUE OAK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 27 | - | - | - |
| 2011 | 1 | 23 | $0 | $0 | - |
| BLUE OAK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 23 | - | - | - |
| 2010 | 1 | 54 | $0 | $0 | - |
| BLUE OAK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 54 | - | - | - |
| 2009 | 1 | 0 | $0 | $0 | - |
| BLUE OAK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | - | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| BLUE OAK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| BLUE OAK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| BLUE OAK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| BLUE OAK SCHOOL DEFINEDCONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| BLUE OAK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| BLUE OAK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |