· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OAKWOOD SERVICES INTERNATIONAL, INC — OAKWOOD SCHOOL 403(B) DC PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250503193606NAL0003948467001
OAKWOOD SERVICES INTERNATIONAL, INC
Form 5500-SF
FILING_RECEIVED
OAKWOOD SCHOOL 403(B) DC PLAN
Defined-contribution retirement plan
Active participants
39
Accounts w/ balance
69
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OAKWOOD SERVICES INTERNATIONAL, INC
.
Find decision makers
Plan sponsor
Name
OAKWOOD SERVICES INTERNATIONAL, INC
DBA
OAKWOOD SCHOOL
EIN
54-0898129
Address
7210 BRADDOCK RD · ANNANDALE, VA · 220036008
Phone
(703) 941-5788
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-03
Pension benefit codes
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
STATE EDUCATION RESOURCE CENTER (SERC)
STATE EDUCATION RESOURCE CENTER TAX SHELTERED ANNUITY PLAN
$7.9M · 44 participants
JACKSON PREPARATORY SCHOOL FOUNDATION
JACKSON PREPARATORY SCHOOL TAX-DEFERRED ANNUITY TDA PLAN
$7.9M · 74 participants
APPLEWILD SCHOOL INCORPORATED
APPLEWILD SCHOOL 403(B) PLAN
$7.9M · 47 participants
DALACH LLC
DALACH LLC 401(K) PROFIT SHARING PLAN & TRUST
$7.9M · 153 participants
LEARNING WITH A DIFFERENCE, INC. DB
THE WESTMARK SCHOOL 403(B) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$7.9M · 92 participants
CORPORATION FOR THE PROMOTION OF RIFLE PRACTICE AND FIREARMS SAFETY
CMP EMPLOYEE SAVINGS PLAN
$7.9M · 80 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
