401(k) · DOL Form 5500 · 2023
Community Action Agency of Okl 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 266
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $27,603
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. · Sponsored by Community Action Agency of Okl · Oklahoma · Healthcare & Social Assistance
$7M in assets, 266 participants
Community Action Agency of Okl's 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. reported $7M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,128 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oklahoma
403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. covers 266 participants in Oklahoma, about 35% of the average Oklahoma filer (state average ~760 per filing). Assets: $7M.
- #10,128
- in Healthcare & Social Assistance (17,684 peers)
- +11.4%
- assets growth YoY
403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,342,448 Top 48% higher than 52% 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
403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, 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. 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. reported net income rose from -$258K in the plan year 2022 filing to $752K in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 730753739 · Community Action Agency of Okl PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. · $7M · 266 · 52nd
- 5500 $7M
- ASSETS 266
- PCT 52nd
- EIN 401(k)
- RANK near Dartpoints 401(k) Retirement Plan
- PHOTO ind #10128
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 →
403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $752K |
| Employer EIN | 730753739 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action Agency of Okl)
Sponsor-wide plan assets over time
All Community Action Agency of Okl plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 11.795676608389623% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 265 | $7M |
| 2023 | 1 | 266 | $7M |
| 2024 | 1 | 215 | $7M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Dartpoints 401(k) Retirement Plan in TX ($7M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- First Heritage Credit, LLC 401(k) Profit Sharing Plan (MS) 266 · 0 off
- Topographic Om, Inc. Retirement Plan (TX) 266 · 0 off
- Rental One 401(k) Plan (TX) 266 · 0 off
- Marbridge Foundation 401(k) Plan (TX) 266 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.