Money Purchase · DOL Form 5500 · 2023

Lugert Altus Irrigation District Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
30th
Percentile by assets National rank
$141,576
Avg per participant Near avg balance/head
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Official DOL plan name: Lugert Altus Irrigation District Retirement Plan · Sponsored by Lugert Altus Irrigation District · Oklahoma · Transportation & Warehousing

$2M in assets, 13 participants

Lugert Altus Irrigation District's Lugert Altus Irrigation District Retirement Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #976 in Transportation & Warehousing (3,362 peers)

Lugert Altus Irrigation District multi-year trail

Lugert Altus Irrigation District's plans moved +13.6% in assets from 2022 to 2024; this filing shows Lugert Altus Irrigation District Retirement Plan at $2M / 13 participants.

#976
in Transportation & Warehousing (3,362 peers)
+6.4%
assets growth YoY

Lugert Altus Irrigation District Retirement Plan among the smaller filed plans by assets

Lugert Altus Irrigation District Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,840,482 30th percentile higher than 30% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lugert Altus Irrigation District Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lugert Altus Irrigation District Retirement Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lugert Altus Irrigation District Retirement Plan reported net income rose from $12K in the plan year 2022 filing to $111K in the plan year 2023 filing.
  • Lugert Altus Irrigation District Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 736582432 · Lugert Altus Irrigation District PY 2023 · Money Purchase

Lugert Altus Irrigation District Retirement Plan · $2M · 13 · 30th

  • 5500 $2M
  • 5500 13
  • 5500 30th
  • 5500 Money Purchase
  • 5500 near Wrr Associates Inc.
  • 5500 ind #976

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 Transportation & Warehousing retirement plans → · Plans in Oklahoma →

Lugert Altus Irrigation District Retirement Plan in the asset neighbourhood

Sage Memorial Hospital Pension PlanSage Memorial Hospital Pensi…$2MLoberg & Loberg Money Purchase PlanLoberg & Loberg Money Purcha…$2MLugert Altus Irrigation District Retirement PlanLugert Altus Irrigation Dist…$2MWrr Associates Inc.$2MDairy Union Employees Benefit PlanDairy Union Employees Benefi…$2M
End-of-year total assets ($M) among Lugert Altus Irrigation District Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Lugert Altus Irrigation District multi-year asset trail

Sponsor-wide plan assets over time

All Lugert Altus Irrigation District plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.56867265661764% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M 202220232024 $1.73M $1.96M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 13 $2M
2024 1 13 $2M

Lugert Altus Irrigation District filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$111K
Employer EIN736582432
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Oklahoma

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Lugert Altus Irrigation District Retirement Plan vs. nearby Money Purchase plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080100 Total assets ($M) Participants Lugert Altus Irrigation District Retirement Plan, Total assets ($M): 1.840482 · Participants: 13Lugert Altus Irrigation District Retirement PlanOklahoma Medical Research Foundation for Full-Time Employees, Total assets ($M): 90.255908 · Participants: 480Oklahoma Medical Research Foundation for Full-Time EmployeesGrand Lake Mental Health Center Money Purchase Plan, Total assets ($M): 21.886742 · Participants: 1116Grand Lake Mental Health Center Money Purchase PlanThe Crosby Group Hourly Employees Pension Plus Plan, Total assets ($M): 14.752418 · Participants: 438The Crosby Group Hourly Employees Pension Plus PlanTinker Federal Credit Union Target Benefit Plan, Total assets ($M): 13.529766 · Participants: 664Tinker Federal Credit Union Target Benefit PlanIndian Health Care Resource Center Retirement Pla, Total assets ($M): 6.369571 · Participants: 161Indian Health Care Resource Center Retirement Pla
Lugert Altus Irrigation District Retirement Plan vs. nearby Money Purchase plans in Oklahoma, assets vs. participants
Compare Lugert Altus Irrigation District Retirement Plan side-by-side with 3 peers →

Lugert Altus Irrigation District Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Oklahoma, the nearest Money Purchase by assets is Wrr Associates Inc. in OH ($2M); by covered participants it is Retirement Plan of Cassandra M. Milbury 1940 Trust in PA (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lugert Altus Irrigation District Retirement Plan assets move in 2023? ▼
Lugert Altus Irrigation District Retirement Plan grew at a solid clip - up 6.4% during 2023, from $2M to $2M. Reported net income was $111K.
How have Lugert Altus Irrigation District plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lugert Altus Irrigation District's sponsor-wide assets grew 13.6%, from $2M to $2M.
Which Money Purchase plans are similar in size to Lugert Altus Irrigation District Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Wrr Associates Inc. in OH ($2M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Lugert Altus Irrigation District Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan of Cassandra M. Milbury 1940 Trust in PA (13 participants, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 736582432.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.