Money Purchase · DOL Form 5500 · 2023
Grand Lake Mental Health Center Money Purchase Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 1,116
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $19,612
- Avg per participant Low balance/head
Official DOL plan name: Grand Lake Mental Health Center Money Purchase Plan · Sponsored by Grand Lake Mental Health Center · Oklahoma · Healthcare & Social Assistance
$22M in assets, 1,116 participants
Grand Lake Mental Health Center's Grand Lake Mental Health Center Money Purchase Plan reported $22M in total assets and 1,116 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #13,858 in Healthcare & Social Assistance (17,684 peers)
Grand Lake Mental Health Center multi-year trail
Grand Lake Mental Health Center's plans moved +88.7% in assets from 2022 to 2024; this filing shows Grand Lake Mental Health Center Money Purchase Plan at $22M / 1,116 participants.
- #13,858
- in Healthcare & Social Assistance (17,684 peers)
- +44.0%
- assets growth YoY
Grand Lake Mental Health Center Money Purchase Plan's outsized position by total assets
Grand Lake Mental Health Center Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,886,742 Top 26% higher than 74% 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
Grand Lake Mental Health Center Money Purchase Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grand Lake Mental Health Center Money Purchase Plan lands in the large band (1,116 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Grand Lake Mental Health Center Money Purchase Plan reported net income rose from -$165K in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Grand Lake Mental Health Center Money Purchase Plan end-of-year assets rose from $15M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Grand Lake Mental Health Center Money Purchase Plan reported participants rose from 809 in the plan year 2022 filing to 1,116 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 731039733 · Grand Lake Mental Health Center PY 2023 · Money Purchase
Grand Lake Mental Health Center Money Purchase Plan · $22M · 1,116 · 74th
- NET $22M
- BOOK 1,116
- VS-ST 74th
- BOY Money Purchase
- SCH near Catholic Health Association of the United States Money Purchase Pension Plan
- EBSA ind #13858
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 →
Grand Lake Mental Health Center Money Purchase Plan in the asset neighbourhood
Grand Lake Mental Health Center multi-year asset trail
Sponsor-wide plan assets over time
All Grand Lake Mental Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 88.6789537221434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 809 | $15M |
| 2023 | 1 | 1,116 | $22M |
| 2024 | 1 | 2,080 | $29M |
Grand Lake Mental Health Center filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $7M |
| Employer EIN | 731039733 |
| Plan Effective Date | 1980-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Oklahoma
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Oklahoma Medical Research Foundation for Full-Time Employees $90M · 480
- The Crosby Group Hourly Employees Pension Plus Plan $15M · 438
- Tinker Federal Credit Union Target Benefit Plan $14M · 664
- Indian Health Care Resource Center Retirement Pla $6M · 161
- Diagnostic Radiology Consultants PC Money Purchase Pension Plan $6M · 2
Grand Lake Mental Health Center Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Oklahoma, the nearest Money Purchase by assets is Catholic Health Association of the United States Money Purchase Pension Plan in MO ($22M); by covered participants it is Sacramento Area Electrical Workers Pension and Profit Sharing Plan in CA (1,118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Catholic Health Association of the United States Money Purchase Pension Plan (MO) $22M · 73
- Plumbers and Steamfitters Local No. 177 Pension Plan (TN) $22M · 213
- Mississippi Action for Progress, Inc Retirement Plan (MS) $22M · 844
- Conrad N. Hilton Foundation Money Purchase Pension Plan (CA) $22M · 161
Similar participant headcount
Nearest other-state filings by covered participants (1,116 participants); asset peers above are excluded.
- Sacramento Area Electrical Workers Pension and Profit Sharing Plan (CA) 1,118 · 2 off
- Sup Money Purchase Pension Plan (CA) 1,113 · 3 off
- Local Union No 306 IBEW Pension Annuity Plan (OH) 1,121 · 5 off
- Komatsu America Corp. Target Benefit/Defined Contribution Plan (IL) 1,121 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.