Other · DOL Form 5500 · 2024
Community Action Resource and Development, Inc. Retirement Plan
Data updated 2026-08-25
- $68K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $22,657
- Avg per participant Low balance/head
Official DOL plan name: Community Action Resource and Development, Inc. · Sponsored by Community Action Resource and Development, Inc. · Oklahoma · Healthcare & Social Assistance
$68K in assets, 3 participants
Community Action Resource and Development, Inc.'s Community Action Resource and Development, Inc. reported $68K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.
- #536 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Community Action Resource and Development, Inc. holds $68K for 3 participants - about $22,657 per participant, among the smaller plans by assets on file.
- #536
- in Healthcare & Social Assistance (16,916 peers)
- +0.0%
- assets growth YoY
Community Action Resource and Development, Inc. among the smaller filed plans by assets
Community Action Resource and Development, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,972 5th percentile higher than 5% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Community Action Resource and Development, Inc. among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Action Resource and Development, Inc. is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 730772528 · Community Action Resource and Development, Inc. PY 2024 · Other
Community Action Resource and Development, Inc. · $68K · 3 · 5th
- EBSA $68K
- PART 3
- TYPE 5th
- NET Other
- BOOK near David Heller Keogh
- VS-ST ind #536
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 →
Community Action Resource and Development, Inc. in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $68K |
|---|---|
| Net Assets (End of Year) | $68K |
| Employer EIN | 730772528 |
| Plan Effective Date | 1990-01-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action Resource and Development, Inc.)
Sponsor-wide plan assets over time
All Community Action Resource and Development, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 0.7455450704972256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 223 | $6M |
| 2023 | 2 | 293 | $7M |
| 2024 | 2 | 149 | $6M |
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. $1.1B · 11,191
- The University of Tulsa Defined Contribution Retirement Plan $427M · 1,162
- Saint Francis Health System, Inc. 403(b) Savings P $366M · 903
- Oral Roberts University Retirement Plan $75M · 497
- Duncan Regional Hospital 403(b) Plan $61M · 710
Community Action Resource and Development, Inc.'s out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is David Heller Keogh in FL ($68K); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Single K (IL) 3 · 0 off
- Alliance for African Assistance Plan 403b (CA) 3 · 0 off
- Aging in America & Affiliates 403(b) Plan (NY) 3 · 0 off
- Allied Lending Group Private Retirement Plan and Trust (CA) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.