Other · DOL Form 5500 · 2022

North Oklahoma County Mental Health Center Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
330
Participants Below avg headcount
67th
Percentile by assets National rank
$34,062
Avg per participant Low balance/head
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Official DOL plan name: North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan · Sponsored by North Oklahoma County Mental Health Center · Oklahoma · Healthcare & Social Assistance

$11M in assets, 330 participants

North Oklahoma County Mental Health Center's North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan reported $11M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 67th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,529 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oklahoma

North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan covers 330 participants in Oklahoma, about 43% of the average Oklahoma filer (state average ~760 per filing). Assets: $11M.

#14,529
in Healthcare & Social Assistance (20,060 peers)
-15.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan's outsized position by total assets

North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,240,297 Top 33% higher than 67% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan sits mid-pack in the medium band (330 participants).

Published 5500 schedule card

Filing strip 731134098 · North Oklahoma County Mental Health Center PY 2022 · Other

North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan · $11M · 330 · 67th

  • ASSETS $11M
  • PCT 330
  • EIN 67th
  • RANK Other
  • PHOTO near The Nelson Gallery Foundation 403(b) Plan
  • IND ind #14529

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan in the asset neighbourhood

403(b) Thrift Plan of Goodwill Industries of Michiana, Inc.403(b) Thrift Plan of Goodwi…$11MNorth Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity PlanNorth Oklahoma County Mental…$11MThe Nelson Gallery Foundation 403(b) PlanThe Nelson Gallery Foundatio…$11MLyngblomsten Care Center Inc. Tax Deferred Annuity PlanLyngblomsten Care Center Inc…$11MTax Deferred Annuity Plan of Heart of Texas Behavioral Health NetworkTax Deferred Annuity Plan of…$11M
End-of-year total assets ($M) among North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN731134098
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Oklahoma County Mental Health Center)

Sponsor-wide plan assets over time

All North Oklahoma County Mental Health Center plans reported in each filing year

Latest sponsor-wide plan assets
$17M 46.83636918134814% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.2M $16.5M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 330 $11M
2023 1 356 $14M
2024 1 306 $17M

Nearby Other Plans in Oklahoma

Peer Other plans, same state, same plan type, ranked by total assets.

North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan, Total assets ($M): 11.240297 · Participants: 330North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 813.613502 · Participants: 11261403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 368.011522 · Participants: 1164The University of Tulsa Defined Contribution Retirement PlanSaint Francis Health System, Inc. 403(b) Savings P, Total assets ($M): 298.844539 · Participants: 930Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($M): 63.645616 · Participants: 507Oral Roberts University Retirement PlanOklahoma Christian University Defined Contribution Retirement Plan, Total assets ($M): 46.419878 · Participants: 274Oklahoma Christian University Defined Contribution Retirement Plan
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan vs. nearby Other plans in Oklahoma, assets vs. participants
Compare North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan side-by-side with 3 peers →

North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is The Nelson Gallery Foundation 403(b) Plan in MO ($11M); by covered participants it is Des Moines University Defined Contribution 403(b) Plan in IA (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan assets move in 2022? ▼
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan pulled back noticeably - down 15.0% during 2022, from $13M to $11M. Reported net income was -$2M.
How have North Oklahoma County Mental Health Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Oklahoma County Mental Health Center's sponsor-wide assets grew 46.8%, from $11M to $17M.
Which Other plans are similar in size to North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Nelson Gallery Foundation 403(b) Plan in MO ($11M, 321 participants).
Which Other plans cover a similar participant headcount to North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Des Moines University Defined Contribution 403(b) Plan in IA (330 participants, $90M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731134098.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.