401(k) · DOL Form 5500 · 2024
Community Action Resource 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $42,865
- Avg per participant Low balance/head
Official DOL plan name: Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. · Sponsored by Community Action Resource · Oklahoma · Healthcare & Social Assistance
$6M in assets, 146 participants
Community Action Resource's Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. reported $6M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,485 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oklahoma
Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. covers 146 participants in Oklahoma, about 19% of the average Oklahoma filer (state average ~760 per filing). Assets: $6M.
- #8,485
- in Healthcare & Social Assistance (16,916 peers)
- -3.5%
- assets change YoY
The plan reported a net loss of $228K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,258,235 46th percentile higher than 46% 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
Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. 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. Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. reported net income fell from $180K in the plan year 2023 filing to -$228K in the plan year 2024 filing.
- Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. reported participants fell from 290 in the plan year 2023 filing to 146 in the plan year 2024 filing.
- Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 730772528 · Community Action Resource PY 2024 · 401(k)
Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. · $6M · 146 · 46th
- IND $6M
- IND 146
- IND 46th
- IND 401(k)
- IND near Zivko Psp
- IND ind #8485
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 →
Section 403(b) Retirement Plan for Community Action Resource and Development, Inc. in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$228K |
| Employer EIN | 730772528 |
| Plan Effective Date | 1996-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Community Action Resource)
Sponsor-wide plan assets over time
All Community Action Resource 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 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Section 403(b) Retirement Plan for Community Action Resource and Development, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Zivko Psp in FL ($6M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Zivko Psp (FL) $6M · 7
- Girls Who Code, Inc 401(k) Plan (NY) $6M · 84
- Idm Companies, LLC 401(k) Profit Sharing Plan Trust (AZ) $6M · 169
- Bedrosians 401(k) Plan (CA) $6M · 554
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
- Gerresheimer Peachtree City, Inc. 401(k) Plan (GA) 146 · 0 off
- Peoples Pharmacy, Inc. 401(k) Plan (TX) 146 · 0 off
- Ultra Poly Corporation Retirement Savings Plan (PA) 146 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.