Other · DOL Form 5500 · 2022
A New Leaf, Inc. Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $10,958
- Avg per participant Low balance/head
Official DOL plan name: A New Leaf 403(b) Plan · Sponsored by A New Leaf, Inc. · Oklahoma · Healthcare & Social Assistance
$1M in assets, 113 participants
A New Leaf, Inc.'s A New Leaf 403(b) Plan reported $1M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #5,094 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oklahoma
A New Leaf 403(b) Plan covers 113 participants in Oklahoma, about 15% of the average Oklahoma filer (state average ~760 per filing). Assets: $1M.
- #5,094
- in Healthcare & Social Assistance (20,060 peers)
- -8.9%
- assets change YoY
The plan reported a net loss of $121K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
A New Leaf 403(b) Plan among the smaller filed plans by assets
A New Leaf 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,238,198 27th percentile higher than 27% 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
A New Leaf 403(b) 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. A New Leaf 403(b) Plan sits mid-pack in the medium band (113 participants).
DOL schedule card
Filing strip 731042760 · A New Leaf, Inc. PY 2022 · Other
A New Leaf 403(b) Plan · $1M · 113 · 27th
- TYPE $1M
- NET 113
- BOOK 27th
- VS-ST Other
- BOY near Texas Native Health Tax Deferred Annuity Plan
- SCH ind #5094
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 →
A New Leaf 403(b) Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$121K |
| Employer EIN | 731042760 |
| Plan Effective Date | 2014-03-01 |
| 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
A New Leaf 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Texas Native Health Tax Deferred Annuity Plan in TX ($1M); by covered participants it is Cheshire Academy 403(b) DC and Tda Retirement Plan in CT (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.
- Cheshire Academy 403(b) DC and Tda Retirement Plan (CT) 113 · 0 off
- Greenhills School Retirement Plan (MI) 113 · 0 off
- Foote School DC Retirement Plan (CT) 113 · 0 off
- Smw Engineering Group, Inc. 401(k) Plan (AL) 113 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.