Other · DOL Form 5500 · 2023

Community Action Development Corporation Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
83
Participants Small participant base
41st
Percentile by assets National rank
$49,395
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Community Action Development Corporation · Sponsored by Community Action Development Corporation · Oklahoma · Healthcare & Social Assistance

$4M in assets, 83 participants

Community Action Development Corporation's 403(b) Thrift Plan of Community Action Development Corporation reported $4M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,702 in Healthcare & Social Assistance (17,684 peers)

Community Action Development Corporation multi-year trail

Community Action Development Corporation's plans moved +12.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Community Action Development Corporation at $4M / 83 participants.

#7,702
in Healthcare & Social Assistance (17,684 peers)
+4.4%
assets growth YoY

403(b) Thrift Plan of Community Action Development Corporation's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Community Action Development Corporation vs every filed plan by assets

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

$4,099,824 41st percentile higher than 41% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 of Community Action Development Corporation among smaller 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 of Community Action Development Corporation is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Community Action Development Corporation reported net income fell from $401K in the plan year 2022 filing to $172K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Community Action Development Corporation reported participants fell from 90 in the plan year 2022 filing to 83 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Community Action Development Corporation end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 730775241 · Community Action Development Corporation PY 2023 · Other

403(b) Thrift Plan of Community Action Development Corporation · $4M · 83 · 41st

  • PART $4M
  • TYPE 83
  • NET 41st
  • BOOK Other
  • VS-ST near Tortilleria Atotonilco, Inc. Profit Sharing Plan
  • BOY ind #7702

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 of Community Action Development Corporation in the asset neighbourhood

403(b) Thrift Plan of Community Action Development Corporation403(b) Thrift Plan of Commun…$4MTortilleria Atotonilco, Inc. Profit Sharing PlanTortilleria Atotonilco, Inc.…$4MEmployee Benefit Plan of American Health Management, Inc.Employee Benefit Plan of Ame…$4MHomesafe 403(b) Retirement PlanHomesafe 403(b) Retirement P…$4MCommunity Resource Center 403(b) PlanCommunity Resource Center 40…$4M
End-of-year total assets ($M) among 403(b) Thrift Plan of Community Action Development Corporation and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Community Action Development Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Community Action Development Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 12.249203428439921% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M$4.6M 202220232024 $3.93M $4.41M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 90 $4M
2023 1 83 $4M
2024 1 61 $4M

Community Action Development Corporation filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$172K
Employer EIN730775241
Plan Effective Date2008-12-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Oklahoma

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

403(b) Thrift Plan of Community Action Development Corporation vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants 403(b) Thrift Plan of Community Action Development Corporation, Total assets ($M): 4.099824 · Participants: 83403(b) Thrift Plan of Community Action Development Corporation403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($M): 956.972354 · Participants: 10744403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($M): 403.458221 · Participants: 1127The University of Tulsa Defined Contribution Retirement PlanSaint Francis Health System, Inc. 403(b) Savings P, Total assets ($M): 351.79742 · Participants: 991Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($M): 69.532126 · Participants: 505Oral Roberts University Retirement PlanDuncan Regional Hospital 403(b) Plan, Total assets ($M): 53.362761 · Participants: 692Duncan Regional Hospital 403(b) Plan
403(b) Thrift Plan of Community Action Development Corporation vs. nearby Other plans in Oklahoma, assets vs. participants

403(b) Thrift Plan of Community Action Development Corporation's out-of-state Other peers by assets and headcount

Outside Oklahoma, the nearest Other by assets is Tortilleria Atotonilco, Inc. Profit Sharing Plan in IL ($4M); by covered participants it is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.

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 403(b) Thrift Plan of Community Action Development Corporation assets move in 2023?
403(b) Thrift Plan of Community Action Development Corporation edged up modestly - up 4.4% during 2023, from $4M to $4M. Reported net income was $172K.
How have Community Action Development Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Community Action Development Corporation's sponsor-wide assets grew 12.2%, from $4M to $4M.
Which Other plans are similar in size to 403(b) Thrift Plan of Community Action Development Corporation?
Among Other plans in other states, the closest by assets is Tortilleria Atotonilco, Inc. Profit Sharing Plan in IL ($4M, 69 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Community Action Development Corporation?
Among Other plans in other states, the closest by covered participants is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants, $9M in assets).