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
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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

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 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

Community Action Resource and Development, Inc.Community Action Resource an…$68KDavid Heller Keogh$68KFamily Endeavors 403b Retirement PlanFamily Endeavors 403b Retire…$67KManchester Educational Foundation 403b PlanManchester Educational Found…$70KLucky View Enterprises 401(k) Profir SharingLucky View Enterprises 401(k…$70K
End-of-year total assets ($M) among Community Action Resource and Development, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$68K
Net Assets (End of Year)$68K
Employer EIN730772528
Plan Effective Date1990-01-24
Filing StatusFILING 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
$6.3M$6.4M$6.5M$6.6M 202220232024 $6.37M $6.33M ▼ -0.6%
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.

Community Action Resource and Development, Inc. vs. nearby Other plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Community Action Resource and Development, Inc., Total assets ($B): 0.000067972 · Participants: 3Community Action Resource and Development, Inc.403(b) Retirement Savings Plan for Integris Health, Inc., Total assets ($B): 1.115442599 · Participants: 11191403(b) Retirement Savings Plan for Integris Health, Inc.The University of Tulsa Defined Contribution Retirement Plan, Total assets ($B): 0.427398496 · Participants: 1162The University of Tulsa Defined Contribution Retirement PlanSaint Francis Health System, Inc. 403(b) Savings P, Total assets ($B): 0.366101821 · Participants: 903Saint Francis Health System, Inc. 403(b) Savings POral Roberts University Retirement Plan, Total assets ($B): 0.074730209 · Participants: 497Oral Roberts University Retirement PlanDuncan Regional Hospital 403(b) Plan, Total assets ($B): 0.060583349 · Participants: 710Duncan Regional Hospital 403(b) Plan
Community Action Resource and Development, Inc. vs. nearby Other plans in Oklahoma, assets vs. participants

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.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Community Action Resource and Development, Inc. assets move in 2024?
Community Action Resource and Development, Inc. held essentially flat - up 0.0% during 2024, from $68K to $68K.
How have Community Action Resource and Development, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Community Action Resource and Development, Inc.'s sponsor-wide assets declined 0.7%, from $6M to $6M.
Where does Community Action Resource and Development, Inc. rank by assets among Form 5500 filers?
Community Action Resource and Development, Inc. ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Community Action Resource and Development, Inc.?
Among Other plans in other states, the closest by assets is David Heller Keogh in FL ($68K, 1 participant).
Which Other plans cover a similar participant headcount to Community Action Resource and Development, Inc.?
Among Other plans in other states, the closest by covered participants is Single K in IL (3 participants, $357K in assets).