401(k) · DOL Form 5500 · 2024

Inasmuch Foundation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 9
Participants Small participant base: 44th
Percentile by assets National rank: $626,168
Avg per participant High balance/head

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Official DOL plan name: Inasmuch Foundation Retirement Plan · Sponsored by Inasmuch Foundation · Oklahoma · Other Services

$6M in assets, 9 participants

Inasmuch Foundation's Inasmuch Foundation Retirement Plan reported $6M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

#5,064 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Inasmuch Foundation Retirement Plan ranks #5,064 of 7,719 2024 filers by assets (356% of the sector average)-$6M for 9 participants.

#5,064
in Other Services (7,719 peers): +2.1%
assets growth YoY

Inasmuch Foundation Retirement Plan's mid-pack asset rank among Other Services and all filers

Inasmuch Foundation Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,635,514 44th percentile higher than 44% 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

Inasmuch Foundation Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inasmuch Foundation Retirement Plan is a micro filing (9 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Inasmuch Foundation Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $118K in the plan year 2024 filing.
Inasmuch Foundation Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 731167188 · Inasmuch Foundation PY 2024 · 401(k)

Inasmuch Foundation Retirement Plan · $6M · 9 · 44th

EOY $6M
EOY 9
EOY 44th
EOY 401(k)
EOY near Newco, Inc. 401(k) Profit Sharing Plan & Trust
EOY ind #5064

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 Other Services retirement plans → · Plans in Oklahoma →

End-of-year total assets ($M) among Inasmuch Foundation Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$118K
Employer EIN	731167188
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Inasmuch Foundation)

Latest sponsor-wide plan assets: $6M 31.66498138401268% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	9	$4M
2023	1	9	$6M
2024	1	9	$6M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Inasmuch Foundation Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.8B · 13,369
The Williams Investment Plus Plan $2.0B · 5,204
Oneok, Inc. 401(k) Plan $1.4B · 4,756
Bok Financial 401(k) Plan $1.2B · 4,907
Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958

Compare Inasmuch Foundation Retirement Plan side-by-side with 3 peers →

Inasmuch Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Newco, Inc. 401(k) Profit Sharing Plan & Trust in CO ($6M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Newco, Inc. 401(k) Profit Sharing Plan & Trust (CO) $6M · 19
Highgate Retirement Living 401(k)/Profit Sharing Plan (WA) $6M · 569
Aliri USA Inc. Retirement Plan (CO) $6M · 145
Ehnb 401(k) Plan (CA) $6M · 42

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

Greene-Niesen Insurance Agency Inc Savings & Retirement Plan (WI) 9 · 0 off
Bendblue 401(k) (CA) 9 · 0 off
Decerina Uy Md PC 401(k) Profit Sharing Plan & Trust (NY) 9 · 0 off
Southern Capital Advisors, LLC Safe Harbor 401(k) Plan (TN) 9 · 0 off

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 Inasmuch Foundation Retirement Plan assets move in 2024? ▼

Inasmuch Foundation Retirement Plan edged up modestly - up 2.1% during 2024, from $6M to $6M. Reported net income was $118K.

How have Inasmuch Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Inasmuch Foundation's sponsor-wide assets grew 31.7%, from $4M to $6M.

Which 401(k) plans are similar in size to Inasmuch Foundation Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Newco, Inc. 401(k) Profit Sharing Plan & Trust in CO ($6M, 19 participants).

Which 401(k) plans cover a similar participant headcount to Inasmuch Foundation Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731167188.