How big is The Oaks School's plan?

The Oaks School's plan reported $3.2M in assets and 25 participants for 2023.

Original filing (PDF)20250113182611NAL0018610849001

The Oaks School

Name: The Oaks School — The Oaks School Defined, Form 5500 (2023)
Creator: The Oaks School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Oaks School Defined Contribution Retirement Plan

403(b) retirement plan · The Oaks School's The Oaks School Defined Contribution Retirement Plan held $3.2M in plan assets for 25 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Theodore Hamory signed The Oaks School's 2023 Form 5500 as plan administrator.

Theodore Hamory — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Oaks School's EIN is 95-4106117.

EIN 95-4106117

Plan number 001

Plan year 2023

ACK ID 20250113182611NAL0018610849001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

The Oaks School's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE OAKS SCHOOL.

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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 (93rd percentile).

Plan sponsor

Name

THE OAKS SCHOOL

EIN

all filings

Address

PO BOX 3170 · LOS ANGELES, CA · 900783170

Phone

(323) 850-3755

Industry

Educational Services

Plan administrator