Other · DOL Form 5500 · 2023
North Oklahoma County Mental Health Center Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 356
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $38,013
- Avg per participant Low balance/head
Official DOL plan name: North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan · Sponsored by North Oklahoma County Mental Health Center · Oklahoma · Healthcare & Social Assistance
$14M in assets, 356 participants
North Oklahoma County Mental Health Center's North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan reported $14M in total assets and 356 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,427 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oklahoma
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan covers 356 participants in Oklahoma, about 47% of the average Oklahoma filer (state average ~760 per filing). Assets: $14M.
- #12,427
- in Healthcare & Social Assistance (17,684 peers)
- +20.4%
- assets growth YoY
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,532,717 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity 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. North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan sits mid-pack in the medium band (356 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan reported participants rose from 330 in the plan year 2022 filing to 356 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 731134098 · North Oklahoma County Mental Health Center PY 2023 · Other
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan · $14M · 356 · 65th
- BOY $14M
- SCH 356
- EBSA 65th
- PART Other
- TYPE near Fenimore Art Museum and the Farmers Museum Retirement Plan
- NET ind #12427
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 →
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 731134098 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Oklahoma County Mental Health Center)
Sponsor-wide plan assets over time
All North Oklahoma County Mental Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 46.83636918134814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 330 | $11M |
| 2023 | 1 | 356 | $14M |
| 2024 | 1 | 306 | $17M |
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. $957M · 10,744
- The University of Tulsa Defined Contribution Retirement Plan $403M · 1,127
- Saint Francis Health System, Inc. 403(b) Savings P $352M · 991
- Oral Roberts University Retirement Plan $70M · 505
- Duncan Regional Hospital 403(b) Plan $53M · 692
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Fenimore Art Museum and the Farmers Museum Retirement Plan in NY ($14M); by covered participants it is Illinois Wesleyan University 403(b) Retirement Plan in IL (356 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (356 participants); asset peers above are excluded.
- Illinois Wesleyan University 403(b) Retirement Plan (IL) 356 · 0 off
- Chemed Retirement Plan (NJ) 356 · 0 off
- New York Public Radio Retirement Plan (NY) 356 · 0 off
- Central Valley Medical Center 403(b) Retirement Plan (UT) 356 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.