Other · DOL Form 5500 · 2022
Lift Community Action Agency, Inc. Retirement Plan
Data updated 2026-08-11
- $12M
- Total assets
- 329
- Participants
- 68th
- Percentile by assets
- $35,853
- Avg per participant
Official DOL plan name: Lift 403b Plan · Sponsored by Lift Community Action Agency, Inc. · Oklahoma · Healthcare & Social Assistance
$12M in assets, 329 participants
Lift Community Action Agency, Inc.'s Lift 403b Plan reported $12M in total assets and 329 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 139,126 plans)
- #14,701 in Healthcare & Social Assistance (20,060 peers)
Coverage in Oklahoma
Lift 403b Plan covers 329 participants in Oklahoma, about 43% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.
- $12M
- total plan assets (2022 EOY)
- 329
- covered participants
- 68th
- percentile by assets (of 139,126 plans)
- $35,853
- avg assets per participant
The plan reported a net loss of $256K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Oklahoma filers
In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Lift 403b Plan reports 329 participants - about 43% of that state average ($12M EOY assets).
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$256K |
| Employer EIN | 730772321 |
| Plan Effective Date | 1995-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lift Community Action Agency, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 329 | $12M |
| 2023 | 1 | 215 | $12M |
| 2024 | 1 | 227 | $11M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
Lift 403b Plan vs. nearby Other plans in Oklahoma, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lift 403b Plan by total assets, not by location.
Frequently Asked Questions
How did Lift 403b Plan assets move in 2022? ▼
How have Lift Community Action Agency, Inc. plan assets changed over time? ▼
Which Other plans are similar in size to Lift 403b Plan? ▼
Next read for Lift 403b Plan
Filing takeaways
Ways to act on Lift 403b Plan's numbers.
- By total assets, Lift 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Oklahoma. Compare plans
- Lift Community Action Agency, Inc.'s sponsor-wide assets have declined 4.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans