Other · DOL Form 5500 · 2024
Counseling & Recovery Services of Oklahoma, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $21,193
- Avg per participant Low balance/head
Official DOL plan name: Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan · Sponsored by Counseling & Recovery Services of Oklahoma, Inc. · Oklahoma · Healthcare & Social Assistance
$3M in assets, 154 participants
Counseling & Recovery Services of Oklahoma, Inc.'s Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan reported $3M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,042 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oklahoma
Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan covers 154 participants in Oklahoma, about 20% of the average Oklahoma filer (state average ~760 per filing). Assets: $3M.
- #6,042
- in Healthcare & Social Assistance (16,916 peers)
- +16.7%
- assets growth YoY
Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,263,782 35th percentile higher than 35% 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
Counseling & Recovery Services of Oklahoma, Inc. 403(b) 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. Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan reported net income fell from $605K in the plan year 2023 filing to $467K in the plan year 2024 filing.
- Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan reported participants rose from 139 in the plan year 2023 filing to 154 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 731064338 · Counseling & Recovery Services of Oklahoma, Inc. PY 2024 · Other
Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan · $3M · 154 · 35th
- PCT $3M
- PCT 154
- PCT 35th
- PCT Other
- PCT near Kipp Administrative Services Corporation 403(b) Plan
- PCT ind #6042
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 →
Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $467K |
| Employer EIN | 731064338 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Counseling & Recovery Services of Oklahoma, Inc.)
Sponsor-wide plan assets over time
All Counseling & Recovery Services of Oklahoma, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 49.05332939971886% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 154 | $2M |
| 2023 | 1 | 139 | $3M |
| 2024 | 1 | 154 | $3M |
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
Counseling & Recovery Services of Oklahoma, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Kipp Administrative Services Corporation 403(b) Plan in PA ($3M); by covered participants it is Ohio Dominican University Retirement Plan in OH (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Ohio Dominican University Retirement Plan (OH) 154 · 0 off
- Southern Wesleyan University DC Plan (SC) 154 · 0 off
- Guiding Eyes for the Blind 403(b) Plan (NY) 154 · 0 off
- Area Agency on Aging Region 9 Inc. 403(b) Plan (OH) 154 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.