401(k) · DOL Form 5500 · 2023

Community Action Resource 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 290
Participants Below avg headcount: 49th
Percentile by assets National rank: $22,366
Avg per participant Low balance/head

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Official DOL plan name: Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. · Sponsored by Community Action Resource · Oklahoma · Healthcare & Social Assistance

$6M in assets, 290 participants

Community Action Resource's Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. reported $6M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

#9,659 in Healthcare & Social Assistance (17,684 peers)

Coverage in Oklahoma

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. covers 290 participants in Oklahoma, about 38% of the average Oklahoma filer (state average ~760 per filing). Assets: $6M.

#9,659
in Healthcare & Social Assistance (17,684 peers): +2.9%
assets growth YoY

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. vs every filed plan by assets

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

$6,486,022 49th percentile higher than 49% 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

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. 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. Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. sits mid-pack in the medium band (290 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. reported net income rose from -$3M in the plan year 2022 filing to $180K in the plan year 2023 filing.
Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. reported participants rose from 220 in the plan year 2022 filing to 290 in the plan year 2023 filing.
Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 730772528 · Community Action Resource PY 2023 · 401(k)

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. · $6M · 290 · 49th

EIN $6M
RANK 290
PHOTO 49th
IND 401(k)
EOY near Groppetti Automotive 401(k) Profit Sharing Plan
5500 ind #9659

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 →

End-of-year total assets ($M) among Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$180K
Employer EIN	730772528
Plan Effective Date	1996-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Community Action Resource)

Latest sponsor-wide plan assets: $6M 0.7455450704972256% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	223	$6M
2023	2	293	$7M
2024	2	149	$6M

Nearby 401(k) Plans in Oklahoma

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

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.2B · 11,746
The Williams Investment Plus Plan $1.7B · 5,041
Oneok, Inc. 401(k) Plan $1.2B · 2,965
Bok Financial 401(k) Plan $1.0B · 4,766
Devon Energy Corporation Incentive Savings Plan $933M · 1,858

Compare Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. side-by-side with 3 peers →

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Groppetti Automotive 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Tireman/World Tire 401(k) Plan in OH (290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Groppetti Automotive 401(k) Profit Sharing Plan (CA) $6M · 174
Dg3 Local 318 Union 401(k) Plan (NJ) $6M · 7
Bmg Labtech, Inc. 401(k) Profit Sharing Plan (NC) $6M · 24
Chestnut Ridge Dental Assoc., PA Profit Sharing Plan (NJ) $6M · 10

Similar participant headcount

Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.

Tireman/World Tire 401(k) Plan (OH) 290 · 0 off
Orchard Software Corporation 401(k) Profit Sharing Plan and Trust (IN) 290 · 0 off
York Wallcoverings, Inc. 401(k) Profit Sharing Plan (PA) 290 · 0 off
Fenner Dunlop Retirement and Savings Plan (PA) 290 · 0 off

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 Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. assets move in 2023? ▼

Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. edged up modestly - up 2.9% during 2023, from $6M to $6M. Reported net income was $180K.

How have Community Action Resource plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Community Action Resource's sponsor-wide assets declined 0.7%, from $6M to $6M.

Which 401(k) plans are similar in size to Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.? ▼

Among 401(k) plans in other states, the closest by assets is Groppetti Automotive 401(k) Profit Sharing Plan in CA ($6M, 174 participants).

Which 401(k) plans cover a similar participant headcount to Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.? ▼

Among 401(k) plans in other states, the closest by covered participants is Tireman/World Tire 401(k) Plan in OH (290 participants, N/A 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 730772528.