Plan5500

The Oakridge School — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Oakridge School (EIN 75-1656802) is a plan sponsor located in Arlington, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-1656802
Location
Arlington, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Oakridge School

  • 2 loaded plans hold $20.6M in reported assets.
  • The largest, Oakridge School 403(B) Tda Plan, holds 100% of this company's reported plan assets.
  • Plans cover 333 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.6MSummed across loaded plans$20,617,226
Total reported assets$20.6M$20,617,226
Total reported participants333
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$20.6M total assets
Net assets$20.6MLiabilities—
Contributions & income
Employer contributions$343.7K
Participant contributions$548K
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$2M
Total expenses$2M
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Oakridge School 403(B) Tda Plan
Participants per plan167Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Oakridge School 403(B) Tda Plan$20.6M
    Plan #001 · 213 participants · 2023
  2. 2
    The Oakridge School Life Insurance Plannot reported in the loaded dataset
    Plan #501 · 120 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Oakridge School. Open one for its full reported snapshot.

  1. 2023
    Oakridge School 403(B) Tda Plan213 participants · 2Sch HSch C
    View filing →
  2. 2023
    The Oakridge School Life Insurance Plan120 participants · 2No schedules
    View filing →

Related Form 5500 pages