401(k) · DOL Form 5500 · 2024

Community Action Agency of Okl 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 215
Participants Below avg headcount: 49th
Percentile by assets National rank: $34,269
Avg per participant Low balance/head

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Official DOL plan name: 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. · Sponsored by Community Action Agency of Okl · Oklahoma · Healthcare & Social Assistance

$7M in assets, 215 participants

Community Action Agency of Okl's 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. reported $7M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

#9,154 in Healthcare & Social Assistance (16,916 peers)

Coverage in Oklahoma

403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. covers 215 participants in Oklahoma, about 28% of the average Oklahoma filer (state average ~760 per filing). Assets: $7M.

#9,154
in Healthcare & Social Assistance (16,916 peers): +0.3%
assets growth YoY

403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,367,865 49th percentile higher than 49% 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

403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, 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. 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. sits mid-pack in the medium band (215 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. reported net income fell from $752K in the plan year 2023 filing to $25K in the plan year 2024 filing.
403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. reported participants fell from 266 in the plan year 2023 filing to 215 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 730753739 · Community Action Agency of Okl PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. · $7M · 215 · 49th

BOY $7M
SCH 215
EBSA 49th
PART 401(k)
TYPE near Community Partnership Charter School 401(k) Profit Sharing Plan
NET ind #9154

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 →

End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$7M
Net Income	$25K
Employer EIN	730753739
Plan Effective Date	1998-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Community Action Agency of Okl)

Latest sponsor-wide plan assets: $7M 11.795676608389623% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	265	$7M
2023	1	266	$7M
2024	1	215	$7M

Nearby 401(k) Plans in Oklahoma

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. vs. nearby 401(k) plans in Oklahoma, assets vs. participants

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

Compare 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Community Partnership Charter School 401(k) Profit Sharing Plan in NY ($7M); by covered participants it is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Community Partnership Charter School 401(k) Profit Sharing Plan (NY) $7M · 193
Corle Building Systems 401(k) Profit Sharing Plan (PA) $7M · 216
Stanley Tree Service, Inc. 401(k) Plan (RI) $7M · 214
Scherdel Sales & Technology 401(k) Plan (MI) $7M · 148

Similar participant headcount

Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.

Systel Business Equipment Co., Inc. 401(k) Psp (NC) 215 · 0 off
Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan (CA) 215 · 0 off
Slawson Companies, Inc. Tax Advantage Plan (KS) 215 · 0 off
Keystone Technologies, LLC 401(k) Plan (PA) 215 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. assets move in 2024? ▼

403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc. held essentially flat - up 0.3% during 2024, from $7M to $7M. Reported net income was $25K.

How have Community Action Agency of Okl plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Community Action Agency of Okl's sponsor-wide assets grew 11.8%, from $7M to $7M.

Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc.? ▼

Among 401(k) plans in other states, the closest by assets is Community Partnership Charter School 401(k) Profit Sharing Plan in NY ($7M, 193 participants).

Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Community Action Agency of Oklahoma City, and Oklahoma/Canadian Counties, Inc.? ▼

Among 401(k) plans in other states, the closest by covered participants is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730753739.