Other · DOL Form 5500 · 2022
Sunbeam Family Services, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 192
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $24,067
- Avg per participant Low balance/head
Official DOL plan name: Sunbeam Family Services 403(b) Thrift Plan · Sponsored by Sunbeam Family Services, Inc. · Oklahoma · Healthcare & Social Assistance
$5M in assets, 192 participants
Sunbeam Family Services, Inc.'s Sunbeam Family Services 403(b) Thrift Plan reported $5M in total assets and 192 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #10,904 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oklahoma
Sunbeam Family Services 403(b) Thrift Plan covers 192 participants in Oklahoma, about 25% of the average Oklahoma filer (state average ~760 per filing). Assets: $5M.
- #10,904
- in Healthcare & Social Assistance (20,060 peers)
- -2.5%
- assets change YoY
The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sunbeam Family Services 403(b) Thrift Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sunbeam Family Services 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,620,783 49th percentile higher than 49% 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
Sunbeam Family Services 403(b) Thrift 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. Sunbeam Family Services 403(b) Thrift Plan sits mid-pack in the medium band (192 participants).
DOL schedule card
Filing strip 730590119 · Sunbeam Family Services, Inc. PY 2022 · Other
Sunbeam Family Services 403(b) Thrift Plan · $5M · 192 · 49th
- EOY $5M
- EOY 192
- EOY 49th
- EOY Other
- EOY near 403b Thrift Plan of Aloha House Inc.
- EOY ind #10904
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 →
Sunbeam Family Services 403(b) Thrift Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$120K |
| Employer EIN | 730590119 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunbeam Family Services, Inc.)
Sponsor-wide plan assets over time
All Sunbeam Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 53.94380129947673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 192 | $5M |
| 2023 | 1 | 242 | $6M |
| 2024 | 1 | 274 | $7M |
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
Sunbeam Family Services 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is 403b Thrift Plan of Aloha House Inc. in HI ($5M); by covered participants it is Youth Home, Inc. 403(b) Plan in AR (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- 403b Thrift Plan of Aloha House Inc. (HI) $5M · 179
- Hale Kipa Inc. 403b Plan (HI) $5M · 120
- Lsa 403b Retirement Plan (CA) $5M · 244
- Zootampa 403(b) Retirement Plan (FL) $5M · 377
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- Youth Home, Inc. 403(b) Plan (AR) 192 · 0 off
- Dominican University New York 403(b) DC Plan (NY) 192 · 0 off
- American Mathematical Society Tax-Deferred Annuity Plan (RI) 192 · 0 off
- The Lakes Region Mental Health Center, Inc. 403(b) Plan (NH) 192 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.