Other · DOL Form 5500 · 2023

Counseling & Recovery Services of Oklahoma, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
139
Participants Small participant base
35th
Percentile by assets National rank
$20,113
Avg per participant Low balance/head
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Official DOL plan name: Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan · Sponsored by Counseling & Recovery Services of Oklahoma, Inc. · Oklahoma · Healthcare & Social Assistance

$3M in assets, 139 participants

Counseling & Recovery Services of Oklahoma, Inc.'s Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan reported $3M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,229 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oklahoma

Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan covers 139 participants in Oklahoma, about 18% of the average Oklahoma filer (state average ~760 per filing). Assets: $3M.

#6,229
in Healthcare & Social Assistance (17,684 peers)
+27.7%
assets growth YoY

Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan vs every filed plan by assets

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

$2,795,665 35th percentile higher than 35% 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

Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan reported net income rose from -$584K in the plan year 2022 filing to $605K in the plan year 2023 filing.
  • Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan reported participants fell from 154 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731064338 · Counseling & Recovery Services of Oklahoma, Inc. PY 2023 · Other

Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan · $3M · 139 · 35th

  • PART $3M
  • TYPE 139
  • NET 35th
  • BOOK Other
  • VS-ST near The Briarwood School 403b DC Plan
  • BOY ind #6229

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 →

Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan in the asset neighbourhood

Counseling & Recovery Services of Oklahoma, Inc. 403(b) PlanCounseling & Recovery Servic…$3MRappahannock Goodwill Industries, Inc. Retirement PlanRappahannock Goodwill Indust…$3MThe Briarwood School 403b DC PlanThe Briarwood School 403b DC…$3MPat Delvecchio Ins. Agency Inc Profit Sharing PlanPat Delvecchio Ins. Agency I…$3MEarly Learning Coalition of the Nature Coast 403(b) PlanEarly Learning Coalition of …$3M
End-of-year total assets ($M) among Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$605K
Employer EIN731064338
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Counseling & Recovery Services of Oklahoma, Inc.)

Sponsor-wide plan assets over time

All Counseling & Recovery Services of Oklahoma, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.05332939971886% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.19M $3.26M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 154 $2M
2023 1 139 $3M
2024 1 154 $3M

Nearby Other Plans in Oklahoma

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

Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan, Total assets ($M): 2.795665 · Participants: 139Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 956.972354 · Participants: 10744403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 403.458221 · Participants: 1127The University of Tulsa Defined Contribution Retirement PlanSaint Francis Health System, Inc. 403(b) Savings P, Total assets ($M): 351.79742 · Participants: 991Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($M): 69.532126 · Participants: 505Oral Roberts University Retirement PlanDuncan Regional Hospital 403(b) Plan, Total assets ($M): 53.362761 · Participants: 692Duncan Regional Hospital 403(b) Plan
Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan vs. nearby Other plans in Oklahoma, assets vs. participants
Compare Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan side-by-side with 3 peers →

Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is The Briarwood School 403b DC Plan in TX ($3M); by covered participants it is Epsi 403(b) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan assets move in 2023? ▼
Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan grew sharply - up 27.7% during 2023, from $2M to $3M. Reported net income was $605K.
How have Counseling & Recovery Services of Oklahoma, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Counseling & Recovery Services of Oklahoma, Inc.'s sponsor-wide assets grew 49.1%, from $2M to $3M.
Which Other plans are similar in size to Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Briarwood School 403b DC Plan in TX ($3M, 82 participants).
Which Other plans cover a similar participant headcount to Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Epsi 403(b) Plan in TX (139 participants, $970K 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 731064338.

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.