Other · DOL Form 5500 · 2022
Oklahoma Foundation for Excellence Retirement Plan
Data updated 2026-08-25
- $906K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $181,180
- Avg per participant Above avg balance/head
Official DOL plan name: Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan · Sponsored by Oklahoma Foundation for Excellence · Oklahoma · Educational Services
$906K in assets, 5 participants
Oklahoma Foundation for Excellence's Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan reported $906K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #644 in Educational Services (4,024 peers)
Oklahoma Foundation for Excellence multi-year trail
Oklahoma Foundation for Excellence's plans moved +31.4% in assets from 2022 to 2024; this filing shows Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan at $906K / 5 participants.
- #644
- in Educational Services (4,024 peers)
- +22.1%
- assets growth YoY
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan among the smaller filed plans by assets
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$905,900 24th percentile higher than 24% 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
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan is a micro filing (5 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 731260595 · Oklahoma Foundation for Excellence PY 2022 · Other
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan · $906K · 5 · 24th
- PART $906K
- PART 5
- PART 24th
- PART Other
- PART near Cchpr Savings & Retirement Plan
- PART ind #644
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 Educational Services retirement plans → · Plans in Oklahoma →
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan in the asset neighbourhood
Oklahoma Foundation for Excellence multi-year asset trail
Sponsor-wide plan assets over time
All Oklahoma Foundation for Excellence plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 31.374213489347607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $906K |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
Oklahoma Foundation for Excellence filing trail (2022)
| Total Assets (Beginning of Year) | $742K |
|---|---|
| Net Assets (End of Year) | $906K |
| Net Income | $164K |
| Employer EIN | 731260595 |
| Plan Effective Date | 2000-07-01 |
| 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
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Cchpr Savings & Retirement Plan in PR ($904K); by covered participants it is James Ooi Md Apc Profit Sharing Plan in CA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($906K here).
- Cchpr Savings & Retirement Plan (PR) $904K · 165
- Lake Farms Employee Profit Sharing Trust (MT) $910K · 3
- Union Mission, Inc. 403(b) Retirement Savings Plan (GA) $900K · 17
- The Clifton School 403(b) DC Plan (GA) $913K · 96
Similar participant headcount
Nearest other-state filings by covered participants (5 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.