Other · DOL Form 5500 · 2023
Sunbeam Family Services, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 242
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $23,896
- Avg per participant Low balance/head
Official DOL plan name: Sunbeam Family Services 403(b) Thrift Plan · Sponsored by Sunbeam Family Services, Inc. · Oklahoma · Healthcare & Social Assistance
$6M in assets, 242 participants
Sunbeam Family Services, Inc.'s Sunbeam Family Services 403(b) Thrift Plan reported $6M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,149 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oklahoma
Sunbeam Family Services 403(b) Thrift Plan covers 242 participants in Oklahoma, about 32% of the average Oklahoma filer (state average ~760 per filing). Assets: $6M.
- #9,149
- in Healthcare & Social Assistance (17,684 peers)
- +25.1%
- assets growth YoY
Sunbeam Family Services 403(b) Thrift Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sunbeam Family Services 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,782,882 47th percentile higher than 47% 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
Sunbeam Family Services 403(b) Thrift Plan 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. Sunbeam Family Services 403(b) Thrift Plan sits mid-pack in the medium band (242 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sunbeam Family Services 403(b) Thrift Plan reported net income rose from -$120K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Sunbeam Family Services 403(b) Thrift Plan reported participants rose from 192 in the plan year 2022 filing to 242 in the plan year 2023 filing.
- Sunbeam Family Services 403(b) Thrift Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 730590119 · Sunbeam Family Services, Inc. PY 2023 · Other
Sunbeam Family Services 403(b) Thrift Plan · $6M · 242 · 47th
- PHOTO $6M
- PHOTO 242
- PHOTO 47th
- PHOTO Other
- PHOTO near International School of Indiana 403b Plan
- PHOTO ind #9149
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 →
Sunbeam Family Services 403(b) Thrift Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 730590119 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunbeam Family Services, Inc.)
Sponsor-wide plan assets over time
All Sunbeam Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 53.94380129947673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 192 | $5M |
| 2023 | 1 | 242 | $6M |
| 2024 | 1 | 274 | $7M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Sunbeam Family Services 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is International School of Indiana 403b Plan in IN ($6M); by covered participants it is Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc. in IN (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.
- Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc. (IN) 242 · 0 off
- Menlo School Defined Contribution Retirement Plan (CA) 242 · 0 off
- Fisher College 403(b) DC Plan (MA) 242 · 0 off
- Tennessee Aquarium Retirement Plan (TN) 242 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.