Other · DOL Form 5500 · 2024
Morton Comprehensive Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $48,599
- Avg per participant Low balance/head
Official DOL plan name: Morton Comprehensive Health Services 403(b) Retirement Plan · Sponsored by Morton Comprehensive Health Services, Inc. · Oklahoma · Other Services
$7M in assets, 137 participants
Morton Comprehensive Health Services, Inc.'s Morton Comprehensive Health Services 403(b) Retirement Plan reported $7M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #5,263 in Other Services (7,719 peers)
Coverage in Oklahoma
Morton Comprehensive Health Services 403(b) Retirement Plan covers 137 participants in Oklahoma, about 18% of the average Oklahoma filer (state average ~760 per filing). Assets: $7M.
- #5,263
- in Other Services (7,719 peers)
- +12.7%
- assets growth YoY
Morton Comprehensive Health Services 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Morton Comprehensive Health Services 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,658,014 47th percentile higher than 47% 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
Morton Comprehensive Health Services 403(b) Retirement 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. Morton Comprehensive Health Services 403(b) Retirement Plan sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Morton Comprehensive Health Services 403(b) Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Morton Comprehensive Health Services 403(b) Retirement Plan reported participants fell from 149 in the plan year 2023 filing to 137 in the plan year 2024 filing.
DOL schedule card
Filing strip 731177858 · Morton Comprehensive Health Services, Inc. PY 2024 · Other
Morton Comprehensive Health Services 403(b) Retirement Plan · $7M · 137 · 47th
- PART $7M
- PART 137
- PART 47th
- PART Other
- PART near Lakes Region Community Services Council 403(b) Plan
- PART ind #5263
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 →
Morton Comprehensive Health Services 403(b) Retirement Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $723K |
| Employer EIN | 731177858 |
| Plan Effective Date | 2005-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Morton Comprehensive Health Services, Inc.)
Sponsor-wide plan assets over time
All Morton Comprehensive Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 29.31770776784471% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 97 | $5M |
| 2023 | 1 | 149 | $6M |
| 2024 | 1 | 137 | $7M |
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
Morton Comprehensive Health Services 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Lakes Region Community Services Council 403(b) Plan in NH ($7M); by covered participants it is Connecticut Public Broadcasting Inc 403(b) Plan in CT (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (137 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.