Money Purchase · DOL Form 5500 · 2024
Grand Lake Mental Health Center Money Purchase Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 2,080
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $13,789
- Avg per participant Low balance/head
Official DOL plan name: Grand Lake Mental Health Center Money Purchase Plan · Sponsored by Grand Lake Mental Health Center · Oklahoma · Healthcare & Social Assistance
$29M in assets, 2,080 participants
Grand Lake Mental Health Center's Grand Lake Mental Health Center Money Purchase Plan reported $29M in total assets and 2,080 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #13,546 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oklahoma
Grand Lake Mental Health Center Money Purchase Plan covers 2,080 participants in Oklahoma, 2.7x the typical Oklahoma plan (state average ~760 per filing). Assets: $29M.
- #13,546
- in Healthcare & Social Assistance (16,916 peers)
- +31.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Grand Lake Mental Health Center Money Purchase Plan's outsized position by total assets
Grand Lake Mental Health Center Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,681,467 Top 23% higher than 77% 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
Grand Lake Mental Health Center Money Purchase Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grand Lake Mental Health Center Money Purchase Plan lands in the large band (2,080 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Grand Lake Mental Health Center Money Purchase Plan reported participants rose from 1,116 in the plan year 2023 filing to 2,080 in the plan year 2024 filing.
- Grand Lake Mental Health Center Money Purchase Plan end-of-year assets rose from $22M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Grand Lake Mental Health Center Money Purchase Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 731039733 · Grand Lake Mental Health Center PY 2024 · Money Purchase
Grand Lake Mental Health Center Money Purchase Plan · $29M · 2,080 · 77th
- PHOTO $29M
- IND 2,080
- EOY 77th
- 5500 Money Purchase
- ASSETS near Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust
- PCT ind #13546
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 →
Grand Lake Mental Health Center Money Purchase Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $7M |
| Employer EIN | 731039733 |
| Plan Effective Date | 1980-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Grand Lake Mental Health Center)
Sponsor-wide plan assets over time
All Grand Lake Mental Health Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 88.6789537221434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 809 | $15M |
| 2023 | 1 | 1,116 | $22M |
| 2024 | 1 | 2,080 | $29M |
Nearby Money Purchase Plans in Oklahoma
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan $189M · 2,210
- Oklahoma Medical Research Foundation for Full-Time Employees $100M · 513
- The Crosby Group Hourly Employees Pension Plus Plan $17M · 469
- Tinker Federal Credit Union Target Benefit Plan $16M · 796
- Diagnostic Radiology Consultants PC Money Purchase Pension Plan $8M · 2
Grand Lake Mental Health Center Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Oklahoma, the nearest Money Purchase by assets is Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust in VT ($29M); by covered participants it is University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan in WV (2,084 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Brattleboro Memorial Hospital Money Purchase Pension Plan and Trust (VT) $29M · 397
- Conrad N. Hilton Foundation Money Purchase Pension Plan (CA) $29M · 161
- Knea Employees' Contributory Pension Plan & Trust (KS) $29M · 45
- Swisher International Inc. Defined Contribution Plan for Salaried Employees (FL) $28M · 540
Similar participant headcount
Nearest other-state filings by covered participants (2,080 participants); asset peers above are excluded.
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan (WV) 2,084 · 4 off
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan (TN) 2,070 · 10 off
- Electricians Local Union No. 606 Pension-Annuity Fund (TN) 2,069 · 11 off
- Massachusetts Bricklayers & Masons Annuity Fund (MA) 2,114 · 34 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.