Other · DOL Form 5500 · 2022
Morton Comprehensive Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $53,078
- Avg per participant Low balance/head
Official DOL plan name: Morton Comprehensive Health Services 403(b) Retirement Plan · Sponsored by Morton Comprehensive Health Services, Inc. · Oklahoma · Other Services
$5M in assets, 97 participants
Morton Comprehensive Health Services, Inc.'s Morton Comprehensive Health Services 403(b) Retirement Plan reported $5M in total assets and 97 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #5,885 in Other Services (8,398 peers)
Morton Comprehensive Health Services, Inc. multi-year trail
Morton Comprehensive Health Services, Inc.'s plans moved +29.3% in assets from 2022 to 2024; this filing shows Morton Comprehensive Health Services 403(b) Retirement Plan at $5M / 97 participants.
- #5,885
- in Other Services (8,398 peers)
- -12.8%
- assets change YoY
The plan reported a net loss of $755K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Morton Comprehensive Health Services 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Morton Comprehensive Health Services 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,148,571 Top 49% higher than 51% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Morton Comprehensive Health Services 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morton Comprehensive Health Services 403(b) Retirement Plan is a small filing (97 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 731177858 · Morton Comprehensive Health Services, Inc. PY 2022 · Other
Morton Comprehensive Health Services 403(b) Retirement Plan · $5M · 97 · 51st
- 5500 $5M
- ASSETS 97
- PCT 51st
- EIN Other
- RANK near Villa Esperanza 403(b) Retirement Savings Plan
- PHOTO ind #5885
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 Other Services retirement plans → · Plans in Oklahoma →
Morton Comprehensive Health Services 403(b) Retirement Plan in the asset neighbourhood
Morton Comprehensive Health Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Morton Comprehensive Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 29.31770776784471% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $5M |
| 2023 | 1 | 149 | $6M |
| 2024 | 1 | 137 | $7M |
Morton Comprehensive Health Services, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$755K |
| Employer EIN | 731177858 |
| Plan Effective Date | 2005-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $814M · 11,261
- The University of Tulsa Defined Contribution Retirement Plan $368M · 1,164
- Saint Francis Health System, Inc. 403(b) Savings P $299M · 930
- Oral Roberts University Retirement Plan $64M · 507
- Oklahoma Christian University Defined Contribution Retirement Plan $46M · 274
Morton Comprehensive Health Services 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Villa Esperanza 403(b) Retirement Savings Plan in CA ($5M); by covered participants it is The Lakeview Employees' Tax Deferred Annuity Plan in MN (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- The Lakeview Employees' Tax Deferred Annuity Plan (MN) 97 · 0 off
- Eversight 403(b) DC Plan (MI) 97 · 0 off
- Ford Foundation Retirement Plan (NY) 97 · 0 off
- College Association at Delhi, Inc. Retirement Plan (NY) 97 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.