Money Purchase · DOL Form 5500 · 2023
Lugert Altus Irrigation District Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 13
- Participants
- 30th
- Percentile by assets
- $141,576
- Avg per participant
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.
- 30th percentile by assets (of 127,072 plans)
- #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.
- $2M
- total plan assets (2023 EOY)
- 13
- covered participants
- 30th
- percentile by assets (of 127,072 plans)
- $141,576
- avg assets per participant
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.
Lugert Altus Irrigation District across 3 plan years on file
Across the 3 plan years Lugert Altus Irrigation District has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $2M, a gain of 13.6%, while reported participants moved from 13 to 13 (+0.0%). Peak year by sponsor assets: 2024 ($2M); trough: 2022 ($2M).
Lugert Altus Irrigation District multi-year asset trail
| 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 EIN | 736582432 |
| Plan Effective Date | 1976-04-01 |
| Filing Status | FILING 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
- Oklahoma Medical Research Foundation for Full-Time Employees $90M · 480
- Grand Lake Mental Health Center Money Purchase Plan $22M · 1,116
- The Crosby Group Hourly Employees Pension Plus Plan $15M · 438
- Tinker Federal Credit Union Target Benefit Plan $14M · 664
- Indian Health Care Resource Center Retirement Pla $6M · 161
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Lugert Altus Irrigation District Retirement Plan by total assets, not by location.
- Wrr Associates Inc. (OH) $2M · 1
- Dairy Union Employees Benefit Plan (OH) $2M · 29
- Loberg & Loberg Money Purchase Plan (WI) $2M · 9
- Sage Memorial Hospital Pension Plan (AZ) $2M · 224
Frequently Asked Questions
How did Lugert Altus Irrigation District Retirement Plan assets move in 2023? ▼
How have Lugert Altus Irrigation District plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Lugert Altus Irrigation District Retirement Plan? ▼
Next read for Lugert Altus Irrigation District Retirem…
Multi-year trail
Ways to act on Lugert Altus Irrigation District Retirement Plan's numbers.
- By total assets, Lugert Altus Irrigation District Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Oklahoma. Compare plans
- Lugert Altus Irrigation District's sponsor-wide assets have grown 13.6% since 2022 across 3 plan years on file. More Transportation & Warehousing plans