401(k) · DOL Form 5500 · 2022
Hale & Company, Cpa, P.C. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $89,987
- Avg per participant Below avg balance/head
Official DOL plan name: Hale & Company, Cpa, P.C. Employee Retirement Plan · Sponsored by Hale & Company, Cpa, P.C. · Oklahoma · Professional & Technical Services
$2M in assets, 20 participants
Hale & Company, Cpa, P.C.'s Hale & Company, Cpa, P.C. Employee Retirement Plan reported $2M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #6,198 in Professional & Technical Services (21,562 peers)
2022 asset change
Hale & Company, Cpa, P.C. Employee Retirement Plan pulled back noticeably 11.7% in 2022 ($2M → $2M) for 20 participants.
- #6,198
- in Professional & Technical Services (21,562 peers)
- -11.7%
- assets change YoY
The plan reported a net loss of $238K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hale & Company, Cpa, P.C. Employee Retirement Plan among the smaller filed plans by assets
Hale & Company, Cpa, P.C. Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,799,745 32nd percentile higher than 32% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Hale & Company, Cpa, P.C. Employee Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hale & Company, Cpa, P.C. Employee Retirement Plan is a small filing (20 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 731486189 · Hale & Company, Cpa, P.C. PY 2022 · 401(k)
Hale & Company, Cpa, P.C. Employee Retirement Plan · $2M · 20 · 32nd
- 5500 $2M
- 5500 20
- 5500 32nd
- 5500 401(k)
- 5500 near Weihe Construction Inc 401(k) Plan
- 5500 ind #6198
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 Professional & Technical Services retirement plans → · Plans in Oklahoma →
Hale & Company, Cpa, P.C. Employee Retirement Plan in the asset neighbourhood
Hale & Company, Cpa, P.C. years around the 2022 move
Sponsor-wide plan assets over time
All Hale & Company, Cpa, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 9.07867503451878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $2M |
| 2023 | 1 | 22 | $2M |
| 2024 | 1 | 26 | $2M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$238K |
| Employer EIN | 731486189 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $3.7B · 10,862
- The Williams Investment Plus Plan $1.4B · 4,848
- Bok Financial 401(k) Plan $917M · 4,683
- Devon Energy Corporation Incentive Savings Plan $792M · 1,642
- One Gas, Inc. 401(k) Plan $774M · 3,586
Hale & Company, Cpa, P.C. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Weihe Construction Inc 401(k) Plan in IN ($2M); by covered participants it is Private Capital Management, LLC 401(k) Plan in FL (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.