401(k) · DOL Form 5500 · 2023

Inasmuch Foundation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
9
Participants Small participant base
46th
Percentile by assets National rank
$613,051
Avg per participant High balance/head
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Official DOL plan name: Inasmuch Foundation Retirement Plan · Sponsored by Inasmuch Foundation · Oklahoma · Other Services

$6M in assets, 9 participants

Inasmuch Foundation's Inasmuch Foundation Retirement Plan reported $6M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,275 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Inasmuch Foundation Retirement Plan ranks #5,275 of 7,857 2023 filers by assets (364% of the sector average)-$6M for 9 participants.

#5,275
in Other Services (7,857 peers)
+28.9%
assets growth YoY

Inasmuch Foundation Retirement Plan's mid-pack asset rank among Other Services and all filers

Inasmuch Foundation Retirement Plan vs every filed plan by assets

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

$5,517,455 46th percentile higher than 46% 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

Inasmuch Foundation Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inasmuch Foundation Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inasmuch Foundation Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Inasmuch Foundation Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 731167188 · Inasmuch Foundation PY 2023 · 401(k)

Inasmuch Foundation Retirement Plan · $6M · 9 · 46th

  • BOOK $6M
  • VS-ST 9
  • BOY 46th
  • SCH 401(k)
  • EBSA near Herman & Chamow, Certified Public Accountants Profit Sharing Plan
  • PART ind #5275

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 Other Services retirement plans → · Plans in Oklahoma →

Inasmuch Foundation Retirement Plan in the asset neighbourhood

Inasmuch Foundation Retirement PlanInasmuch Foundation Retireme…$6MHerman & Chamow, Certified Public Accountants Profit Sharing PlanHerman & Chamow, Certified P…$6MNewco Plastics 401(k) Plan$6MBapko Metal, Inc. Retirement PlanBapko Metal, Inc. Retirement…$6MKerzner Orthodontics PC 401(k) Profit Sharing Plan and TrustKerzner Orthodontics PC 401(…$6M
End-of-year total assets ($M) among Inasmuch Foundation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN731167188
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inasmuch Foundation)

Sponsor-wide plan assets over time

All Inasmuch Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.66498138401268% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.28M $5.64M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 9 $4M
2023 1 9 $6M
2024 1 9 $6M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Inasmuch Foundation Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Inasmuch Foundation Retirement Plan, Total assets ($B): 0.005517455 · Participants: 9Inasmuch Foundation Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Inasmuch Foundation Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Inasmuch Foundation Retirement Plan side-by-side with 3 peers →

Inasmuch Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Herman & Chamow, Certified Public Accountants Profit Sharing Plan in CA ($6M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Inasmuch Foundation Retirement Plan assets move in 2023? ▼
Inasmuch Foundation Retirement Plan grew sharply - up 28.9% during 2023, from $4M to $6M. Reported net income was $1M.
How have Inasmuch Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inasmuch Foundation's sponsor-wide assets grew 31.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Inasmuch Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herman & Chamow, Certified Public Accountants Profit Sharing Plan in CA ($6M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Inasmuch Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 731167188.

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.