Other · DOL Form 5500 · 2024
Lift Community Action Agency, Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 227
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $49,677
- Avg per participant Low balance/head
Official DOL plan name: Lift 403b Plan · Sponsored by Lift Community Action Agency, Inc. · Oklahoma · Healthcare & Social Assistance
$11M in assets, 227 participants
Lift Community Action Agency, Inc.'s Lift 403b Plan reported $11M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,758 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oklahoma
Lift 403b Plan covers 227 participants in Oklahoma, about 30% of the average Oklahoma filer (state average ~760 per filing). Assets: $11M.
- #10,758
- in Healthcare & Social Assistance (16,916 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $697K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lift 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lift 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,276,766 Top 42% higher than 58% 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
Lift 403b 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. Lift 403b Plan sits mid-pack in the medium band (227 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lift 403b Plan reported net income fell from $183K in the plan year 2023 filing to -$697K in the plan year 2024 filing.
- Lift 403b Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Lift 403b Plan reported participants rose from 215 in the plan year 2023 filing to 227 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 730772321 · Lift Community Action Agency, Inc. PY 2024 · Other
Lift 403b Plan · $11M · 227 · 58th
- EBSA $11M
- PART 227
- TYPE 58th
- NET Other
- BOOK near 403(b) Thrift Plan for Minnesota Diversified Industries, Inc.
- VS-ST ind #10758
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 →
Lift 403b Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$697K |
| Employer EIN | 730772321 |
| Plan Effective Date | 1995-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lift Community Action Agency, Inc.)
Sponsor-wide plan assets over time
All Lift Community Action Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 4.398011620498774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 329 | $12M |
| 2023 | 1 | 215 | $12M |
| 2024 | 1 | 227 | $11M |
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
Lift 403b Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is 403(b) Thrift Plan for Minnesota Diversified Industries, Inc. in MN ($11M); by covered participants it is Alliant Health Solutions, Inc. 403(b) Plan in GA (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.
- Alliant Health Solutions, Inc. 403(b) Plan (GA) 227 · 0 off
- Family Services, Inc. 403(b) Plan (NY) 227 · 0 off
- Legal Aid Society of San Diego, Inc. 403(b) Plan (CA) 227 · 0 off
- 403(b) Thrift Plan for the Virginia Home Richmond, Virginia (VA) 227 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.