How big is Blue Oak School's plan?

Blue Oak School's plan reported $6.0M in assets and 33 participants for 2023.

Original filing (PDF)20250415165716NAL0003607505001

Blue Oak School

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

Form 5500-SF

FILING_RECEIVED

Blue Oak Defined Contribution Retirement

403(b) retirement plan · Blue Oak School's Blue Oak Defined Contribution Retirement held $6.0M in plan assets for 33 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Sandra Luebke signed Blue Oak School's 2023 Form 5500 as plan administrator.

Sandra Luebke — 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

Blue Oak School's EIN is 95-4803542.

EIN 95-4803542

Plan number 001

Plan year 2023

ACK ID 20250415165716NAL0003607505001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Blue Oak 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 BLUE OAK 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 (97th percentile).

Plan sponsor

Name

BLUE OAK SCHOOL

DBA

BLUE OAK SCHOOL

EIN

all filings

Address

1436 POLK ST · NAPA, CA · 945592523

Phone

(707) 251-2542

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