Other · DOL Form 5500 · 2024
Oklahoma Foundation for Excellence Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $297,530
- Avg per participant High balance/head
Official DOL plan name: Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan · Sponsored by Oklahoma Foundation for Excellence · Oklahoma · Educational Services
$1M in assets, 4 participants
Oklahoma Foundation for Excellence's Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #566 in Educational Services (3,638 peers)
Oklahoma Foundation for Excellence multi-year trail
Oklahoma Foundation for Excellence's plans moved +31.4% in assets from 2022 to 2024; this filing shows Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan at $1M / 4 participants.
- #566
- in Educational Services (3,638 peers)
- +14.8%
- assets growth YoY
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan among the smaller filed plans by assets
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,190,119 25th percentile higher than 25% 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
Oklahoma Foundation for Excellence Defined Benefit Contribution 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. Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan reported net income rose from $131K in the plan year 2023 filing to $153K in the plan year 2024 filing.
- Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 731260595 · Oklahoma Foundation for Excellence PY 2024 · Other
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan · $1M · 4 · 25th
- IND $1M
- EOY 4
- 5500 25th
- ASSETS Other
- PCT near Area Agency on Aging of Western Arkansas, Inc 403(b) Plan
- EIN ind #566
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 Educational Services retirement plans → · Plans in Oklahoma →
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan in the asset neighbourhood
Oklahoma Foundation for Excellence multi-year asset trail
Sponsor-wide plan assets over time
All Oklahoma Foundation for Excellence plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 31.374213489347607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $906K |
| 2023 | 1 | 4 | $1M |
| 2024 | 1 | 4 | $1M |
Oklahoma Foundation for Excellence filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $153K |
| Employer EIN | 731260595 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
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
Oklahoma Foundation for Excellence Defined Benefit Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Area Agency on Aging of Western Arkansas, Inc 403(b) Plan in AR ($1M); by covered participants it is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.