Other · DOL Form 5500 · 2022
Lift Community Action Agency, Inc. Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 329
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $35,853
- Avg per participant Low balance/head
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.
- #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.
- #14,701
- in Healthcare & Social Assistance (20,060 peers)
- -2.1%
- assets change YoY
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.
Lift 403b Plan's outsized position by total assets
Lift 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,795,535 Top 32% higher than 68% 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
Lift 403b 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. Lift 403b Plan sits mid-pack in the medium band (329 participants).
DOL schedule card
Filing strip 730772321 · Lift Community Action Agency, Inc. PY 2022 · Other
Lift 403b Plan · $12M · 329 · 68th
- RANK $12M
- RANK 329
- RANK 68th
- RANK Other
- RANK near Codman Square Health Center 403(b) Pension Plan
- RANK ind #14701
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 →
Lift 403b Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Lift Community Action Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 4.398011620498774% vs 2022
- 2024 filing year
| 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.
- 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
Lift 403b Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Codman Square Health Center 403(b) Pension Plan in MA ($12M); by covered participants it is Eastern Niagara Hospital 403(b) Retirement Plan in NY (329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (329 participants); asset peers above are excluded.
- Eastern Niagara Hospital 403(b) Retirement Plan (NY) 329 · 0 off
- Chemed Retirement Plan (NJ) 329 · 0 off
- Mount Desert Island Hospital Employee Savings Plan (ME) 329 · 0 off
- Washington College Defined Contribution Retirement Plan (MD) 329 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.