Other · DOL Form 5500 · 2022

Community Action Resource and Development, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
220
Participants Below avg headcount
55th
Percentile by assets National rank
$28,663
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. · Sponsored by Community Action Resource and Development, Inc. · Oklahoma · Healthcare & Social Assistance

$6M in assets, 220 participants

Community Action Resource and Development, Inc.'s Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. reported $6M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #12,286 in Healthcare & Social Assistance (20,060 peers)

Coverage in Oklahoma

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. covers 220 participants in Oklahoma, about 29% of the average Oklahoma filer (state average ~760 per filing). Assets: $6M.

#12,286
in Healthcare & Social Assistance (20,060 peers)
-29.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. vs every filed plan by assets

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

$6,305,754 Top 45% higher than 55% 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

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. 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. Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. sits mid-pack in the medium band (220 participants).

Form 5500 schedule snapshot

Filing strip 730772528 · Community Action Resource and Development, Inc. PY 2022 · Other

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. · $6M · 220 · 55th

  • 5500 $6M
  • ASSETS 220
  • PCT 55th
  • EIN Other
  • RANK near Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan
  • PHOTO ind #12286

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 →

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. in the asset neighbourhood

Trinity School for Ministry Retirement Plan 3Trinity School for Ministry …$6MTax Deferred Annuity Plan of Near North Health Service CorporationTax Deferred Annuity Plan of…$6MSection 403(b) Retirement Plan for Community Action Resource and Development, Inc.Section 403(b) Retirement Pl…$6MTrinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement PlanTrinity Christian School of …$6MThornton Academy 403(b) Plan$6M
End-of-year total assets ($M) among Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$6M
Net Income-$3M
Employer EIN730772528
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Resource and Development, Inc.)

Sponsor-wide plan assets over time

All Community Action Resource and Development, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 0.7455450704972256% vs 2022
2024 filing year
$6.3M$6.4M$6.5M$6.6M 202220232024 $6.37M $6.33M ▼ -0.6%
Year Plans Participants Total Assets
2022 2 223 $6M
2023 2 293 $7M
2024 2 149 $6M

Nearby Other Plans in Oklahoma

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

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Section 403(b) Retirement Plan for Community Action Resource and Development, Inc., Total assets ($M): 6.305754 · Participants: 220Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.403(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
Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. vs. nearby Other plans in Oklahoma, assets vs. participants

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.'s out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA ($6M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. assets move in 2022?
Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. declined sharply - down 29.4% during 2022, from $9M to $6M. Reported net income was -$3M.
How have Community Action Resource and Development, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Community Action Resource and Development, Inc.'s sponsor-wide assets declined 0.7%, from $6M to $6M.
Which Other plans are similar in size to Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.?
Among Other plans in other states, the closest by assets is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA ($6M, 155 participants).
Which Other plans cover a similar participant headcount to Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.?
Among Other plans in other states, the closest by covered participants is The Chapin School Retirement and Savings Plan in NY (220 participants, $84M in assets).