Other
2022 plan-year Other DOL Form 5500

OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

OKLAHOMA FOUNDATION FOR EXCELLENCE

This Other plan holds N/A in total assets and serves 5 participants as of 2022. It is sponsored by OKLAHOMA FOUNDATION FOR EXCELLENCE in Oklahoma.

Total Assets (2023)
N/A
Participants
5
State
Industry
Educational Services

What the Filing Says About OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN

OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN is a Other retirement plan sponsored by OKLAHOMA FOUNDATION FOR EXCELLENCE, headquartered in Oklahoma. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 5 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 731260595, and the plan has been effective since 2000-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN731260595
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (OKLAHOMA FOUNDATION FOR EXCELLENCE)

Year Plans Participants Total Assets
2022 1 5 N/A
2023 1 4 N/A
2024 1 4 N/A

Nearby Other Plans in Oklahoma

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

Frequently Asked Questions

How much money is in the OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN?
As of the 2022 Form 5500 filing, OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN holds N/A in total assets with 5 participants. It is sponsored by OKLAHOMA FOUNDATION FOR EXCELLENCE.
What type of plan is OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN?
OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN is a Other plan. It has been effective since 2000-07-01. The plan is filed with the U.S. Department of Labor under EIN 731260595.
Who sponsors the OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN?
OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN is sponsored by OKLAHOMA FOUNDATION FOR EXCELLENCE, located in Oklahoma. The sponsor's EIN is 731260595 and the plan operates in the Educational Services industry.
How did OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN perform in 2022?
OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN held N/A in total assets at the end of 2022.
Where can I find official filings for OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 731260595 or plan name at efast.dol.gov.
How does OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare OKLAHOMA FOUNDATION FOR EXCELLENCE DEFINED BENEFIT CONTRIBUTION RETIREMENT PLAN against other Other plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 731260595.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.