How big is Oldfields School, Inc.'s plan?

Oldfields School, Inc.'s plan reported $2.5M in assets and 26 participants for 2023.

Original filing (PDF)20241030114610NAL0000366435001

Oldfields School, Inc.

Name: Oldfields School, Inc. — Oldfields School 401(k), Form 5500 (2023)
Creator: Oldfields School, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oldfields School 401(k) Plan

401(k) retirement plan · Oldfields School, Inc.'s Oldfields School 401(k) Plan held $2.5M in plan assets for 26 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Oldfields School, Inc.'s EIN is 52-0591645.

EIN 52-0591645

Plan number 002

Plan year 2023

ACK ID 20241030114610NAL0000366435001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Oldfields School, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Oldfields School, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

OLDFIELDS SCHOOL, INC.

EIN

all filings

Address

1500 GLENCOE ROAD · SPARKS GLENCOE, MD · 21152

Phone

(443) 662-1011

Industry

Educational Services

Plan administrator