Other · DOL Form 5500 · 2023
Lift Community Action Agency, Inc. Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 215
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $55,692
- Avg per participant Low balance/head
Official DOL plan name: Lift 403b Plan · Sponsored by Lift Community Action Agency, Inc. · Oklahoma · Healthcare & Social Assistance
$12M in assets, 215 participants
Lift Community Action Agency, Inc.'s Lift 403b Plan reported $12M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,013 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oklahoma
Lift 403b Plan covers 215 participants in Oklahoma, about 28% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.
- #12,013
- in Healthcare & Social Assistance (17,684 peers)
- +1.5%
- assets growth YoY
Lift 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lift 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,973,743 Top 37% higher than 63% 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
Lift 403b 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. Lift 403b Plan sits mid-pack in the medium band (215 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lift 403b Plan reported net income rose from -$256K in the plan year 2022 filing to $183K in the plan year 2023 filing.
- Lift 403b Plan reported participants fell from 329 in the plan year 2022 filing to 215 in the plan year 2023 filing.
- Lift 403b Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
DOL schedule card
Filing strip 730772321 · Lift Community Action Agency, Inc. PY 2023 · Other
Lift 403b Plan · $12M · 215 · 63rd
- EBSA $12M
- EBSA 215
- EBSA 63rd
- EBSA Other
- EBSA near Wahiawa General Hospital Retirement Savings Plan
- EBSA ind #12013
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 →
Lift 403b Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $183K |
| Employer EIN | 730772321 |
| Plan Effective Date | 1995-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lift Community Action Agency, Inc.)
Sponsor-wide plan assets over time
All Lift Community Action Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 4.398011620498774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 329 | $12M |
| 2023 | 1 | 215 | $12M |
| 2024 | 1 | 227 | $11M |
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
Lift 403b Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Wahiawa General Hospital Retirement Savings Plan in HI ($12M); by covered participants it is The Wheeler School Defined Contribution Retirement Plan in RI (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Wahiawa General Hospital Retirement Savings Plan (HI) $12M · 571
- Health Center Partners 403(b) Plan (CA) $12M · 116
- Hacienda, Inc. Retirement Plan (AZ) $12M · 363
- Sierra Vista Employee Retirement Plan (CA) $12M · 263
Similar participant headcount
Nearest other-state filings by covered participants (215 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.