Other · DOL Form 5500 · 2024
North Oklahoma County Mental Health Center Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 306
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $53,937
- Avg per participant Low balance/head
Official DOL plan name: North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan · Sponsored by North Oklahoma County Mental Health Center · Oklahoma · Healthcare & Social Assistance
$17M in assets, 306 participants
North Oklahoma County Mental Health Center's North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan reported $17M in total assets and 306 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #12,077 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oklahoma
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan covers 306 participants in Oklahoma, about 40% of the average Oklahoma filer (state average ~760 per filing). Assets: $17M.
- #12,077
- in Healthcare & Social Assistance (16,916 peers)
- +22.0%
- assets growth YoY
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,504,844 Top 34% higher than 66% 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
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan sits mid-pack in the medium band (306 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan reported participants fell from 356 in the plan year 2023 filing to 306 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 731134098 · North Oklahoma County Mental Health Center PY 2024 · Other
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan · $17M · 306 · 66th
- IND $17M
- EOY 306
- 5500 66th
- ASSETS Other
- PCT near Hackley Community Care Center, Inc. 403(b) Plan
- EIN ind #12077
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 →
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 731134098 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North Oklahoma County Mental Health Center)
Sponsor-wide plan assets over time
All North Oklahoma County Mental Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 46.83636918134814% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 330 | $11M |
| 2023 | 1 | 356 | $14M |
| 2024 | 1 | 306 | $17M |
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
North Oklahoma County Mental Health Center 403(b) Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Hackley Community Care Center, Inc. 403(b) Plan in MI ($17M); by covered participants it is Westminster Christian Academy Retirement Plan in MO (306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Hackley Community Care Center, Inc. 403(b) Plan (MI) $17M · 299
- Bridgewell 403(b) Plan (MA) $16M · 938
- Community Hospital Tax Deferred Annuity Plan (NE) $16M · 361
- Boston Ballet 403(b) Retirement Plan (MA) $16M · 258
Similar participant headcount
Nearest other-state filings by covered participants (306 participants); asset peers above are excluded.
- Westminster Christian Academy Retirement Plan (MO) 306 · 0 off
- Gracemed Health Clinic, Inc. 403(b) Retirement Plan (KS) 306 · 0 off
- El Valor Corporation 401(k) Savings Plan (IL) 306 · 0 off
- Gti Supplemental Retirement Annuity Plan (IL) 306 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.