Money Purchase
2023 plan-year Money Purchase DOL Form 5500

GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

GRAND LAKE MENTAL HEALTH CENTER

This Money Purchase plan holds $22M in total assets and serves 1,116 participants as of 2023. It is sponsored by GRAND LAKE MENTAL HEALTH CENTER in Oklahoma. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$22M
Participants
1,116
State
Industry
Healthcare & Social Assistance

What the Filing Says About GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN

GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN is a Money Purchase retirement plan sponsored by GRAND LAKE MENTAL HEALTH CENTER, headquartered in Oklahoma. As of the 2023 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 1,116 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 731039733, and the plan has been effective since 1980-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2023 to $22M at year-end — a gain of 44.0%. Net assets (after liabilities) closed the year at $22M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$7M
Plan TypeMoney Purchase
Employer EIN731039733
Plan Effective Date1980-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (GRAND LAKE MENTAL HEALTH CENTER)

Year Plans Participants Total Assets
2022 1 809 $15M
2023 1 1,116 $22M
2024 1 2,080 $29M

Nearby Money Purchase Plans in Oklahoma

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN?
As of the 2023 Form 5500 filing, GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN holds $22M in total assets with 1,116 participants. It is sponsored by GRAND LAKE MENTAL HEALTH CENTER.
What type of plan is GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN?
GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN is a Money Purchase plan. It has been effective since 1980-11-01. The plan is filed with the U.S. Department of Labor under EIN 731039733.
Who sponsors the GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN?
GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN is sponsored by GRAND LAKE MENTAL HEALTH CENTER, located in Oklahoma. The sponsor's EIN is 731039733 and the plan operates in the Healthcare & Social Assistance industry.
How did GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN perform in 2023?
GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN grew by 44.0% during 2023, moving from $15M to $22M in total assets. Net income was $7M.
Where can I find official filings for GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN?
Official Form 5500 filings for GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 731039733 or plan name at efast.dol.gov.
How does GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN compare to other plans?
You can compare GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN against other Money Purchase plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 731039733.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.