Other · DOL Form 5500 · 2024
Sunbeam Family Services, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 274
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $25,961
- Avg per participant Low balance/head
Official DOL plan name: Sunbeam Family Services 403(b) Thrift Plan · Sponsored by Sunbeam Family Services, Inc. · Oklahoma · Healthcare & Social Assistance
$7M in assets, 274 participants
Sunbeam Family Services, Inc.'s Sunbeam Family Services 403(b) Thrift Plan reported $7M in total assets and 274 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.
- #9,028 in Healthcare & Social Assistance (16,916 peers)
Coverage in Oklahoma
Sunbeam Family Services 403(b) Thrift Plan covers 274 participants in Oklahoma, about 36% of the average Oklahoma filer (state average ~760 per filing). Assets: $7M.
- #9,028
- in Healthcare & Social Assistance (16,916 peers)
- +23.0%
- assets growth YoY
Sunbeam Family Services 403(b) Thrift Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sunbeam Family Services 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,113,409 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
Sunbeam Family Services 403(b) Thrift 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. Sunbeam Family Services 403(b) Thrift Plan sits mid-pack in the medium band (274 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sunbeam Family Services 403(b) Thrift Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Sunbeam Family Services 403(b) Thrift Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Sunbeam Family Services 403(b) Thrift Plan reported participants rose from 242 in the plan year 2023 filing to 274 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 730590119 · Sunbeam Family Services, Inc. PY 2024 · Other
Sunbeam Family Services 403(b) Thrift Plan · $7M · 274 · 49th
- BOY $7M
- SCH 274
- EBSA 49th
- PART Other
- TYPE near Haywood Vocational Opportunities, Inc. Retirement Plan
- NET ind #9028
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 →
Sunbeam Family Services 403(b) Thrift Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 730590119 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunbeam Family Services, Inc.)
Sponsor-wide plan assets over time
All Sunbeam Family Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 53.94380129947673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 192 | $5M |
| 2023 | 1 | 242 | $6M |
| 2024 | 1 | 274 | $7M |
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
Sunbeam Family Services 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Haywood Vocational Opportunities, Inc. Retirement Plan in NC ($7M); by covered participants it is Hackley School 403(b) DC and Tda Plan in NY (274 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.
- Hackley School 403(b) DC and Tda Plan (NY) 274 · 0 off
- Lifecenter Northwest 403(b) Retirement Plan (WA) 274 · 0 off
- Crossroads Rehabilitation Center Inc. Tax Deferred Annuity Plan (IN) 274 · 0 off
- Jameson Health System, Inc. 403(b) Plan (PA) 274 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.