Other · DOL Form 5500 · 2023

Oklahoma Foundation for Excellence Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 4
Participants Small participant base: 24th
Percentile by assets National rank: $259,162
Avg per participant Above avg balance/head

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Official DOL plan name: Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan · Sponsored by Oklahoma Foundation for Excellence · Oklahoma · Educational Services

$1M in assets, 4 participants

Oklahoma Foundation for Excellence's Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

#587 in Educational Services (3,735 peers)

Oklahoma Foundation for Excellence multi-year trail

Oklahoma Foundation for Excellence's plans moved +31.4% in assets from 2022 to 2024; this filing shows Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan at $1M / 4 participants.

#587
in Educational Services (3,735 peers): +14.4%
assets growth YoY

Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan among the smaller filed plans by assets

Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan vs every filed plan by assets

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

$1,036,649 24th percentile higher than 24% 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

Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan is a micro filing (4 participants), the leftmost band.

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%)

Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan reported net income fell from $164K in the plan year 2022 filing to $131K in the plan year 2023 filing.
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan end-of-year assets rose from $906K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731260595 · Oklahoma Foundation for Excellence PY 2023 · Other

Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan · $1M · 4 · 24th

IND $1M
IND 4
IND 24th
IND Other
IND near Bridges Btc, Inc. Matching Plan
IND ind #587

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 Educational Services retirement plans → · Plans in Oklahoma →

End-of-year total assets ($M) among Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oklahoma Foundation for Excellence multi-year asset trail

Latest sponsor-wide plan assets: $1M 31.374213489347607% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$906K
2023	1	4	$1M
2024	1	4	$1M

Oklahoma Foundation for Excellence filing trail (2023)

Total Assets (Beginning of Year)	$906K
Net Assets (End of Year)	$1M
Net Income	$131K
Employer EIN	731260595
Plan Effective Date	2000-07-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Oklahoma

Peer Other plans, same state, same plan type, ranked by total assets.

Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan vs. nearby Other plans in Oklahoma, assets vs. participants

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

Compare Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan side-by-side with 3 peers →

Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is Bridges Btc, Inc. Matching Plan in FL ($1M); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Bridges Btc, Inc. Matching Plan (FL) $1M · 75
Jessica & Friends Retirement Plan (PA) $1M · 107
Mid Bronx Senior Citizens Council 403(b) Plan 403(b) Ps Plan (NY) $1M · 321
Visiting Nurse Services of the Northwest 403(b) Plan (WA) $1M · 1

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Lipsius-Benhaim Law LLP Profit Sharing Plan (NY) 4 · 0 off
Little Folks School Retirement (DC) 4 · 0 off
Mayfair Advisory Group 401(k) Profit Sharing Plan (AL) 4 · 0 off
Group Supplemental Retirement Plan (NY) 4 · 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 Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan assets move in 2023? ▼

Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan grew at a solid clip - up 14.4% during 2023, from $906K to $1M. Reported net income was $131K.

How have Oklahoma Foundation for Excellence plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Oklahoma Foundation for Excellence's sponsor-wide assets grew 31.4%, from $906K to $1M.

Where does Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Other plans are similar in size to Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Bridges Btc, Inc. Matching Plan in FL ($1M, 75 participants).

Which Other plans cover a similar participant headcount to Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants, $190K 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 731260595.