401(k) · DOL Form 5500 · 2022

Pocket Change Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$496K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$495,859
Avg per participant High balance/head
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Official DOL plan name: Pocket Change Ventures Retirement Plan · Sponsored by Pocket Change Ventures, Inc. · Oklahoma · Real Estate

$496K in assets, 1 participants

Pocket Change Ventures, Inc.'s Pocket Change Ventures Retirement Plan reported $496K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,560 in Real Estate (5,057 peers)

2022 asset change

Pocket Change Ventures Retirement Plan surged 67.3% in 2022 ($296K → $496K) for 1 participant.

#1,560
in Real Estate (5,057 peers)
+67.3%
assets growth YoY

Pocket Change Ventures Retirement Plan among the smaller filed plans by assets

Pocket Change Ventures Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$495,859 18th percentile higher than 18% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pocket Change Ventures Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pocket Change Ventures Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 872896699 · Pocket Change Ventures, Inc. PY 2022 · 401(k)

Pocket Change Ventures Retirement Plan · $496K · 1 · 18th

  • EIN $496K
  • RANK 1
  • PHOTO 18th
  • IND 401(k)
  • EOY near Andreasen Security Safe, Inc. 401(k) Plan
  • 5500 ind #1560

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 Real Estate retirement plans → · Plans in Oklahoma →

Pocket Change Ventures Retirement Plan in the asset neighbourhood

Pocket Change Ventures Retirement PlanPocket Change Ventures Retir…$496KAndreasen Security Safe, Inc. 401(k) PlanAndreasen Security Safe, Inc…$496KEstate Planning Consultants, Inc. 401(k) Profit Sharing PlanEstate Planning Consultants,…$496KSeek Foam Corp. 401(k) Profit Sharing PlanSeek Foam Corp. 401(k) Profi…$496KBrymak & Associates, Inc. 401(k) Savings PlanBrymak & Associates, Inc. 40…$496K
End-of-year total assets ($M) among Pocket Change Ventures Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pocket Change Ventures, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Pocket Change Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$459K 7.384962257415919% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.5M $0.46M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 1 $496K
2023 1 1 $398K
2024 1 1 $459K

2022 asset-move particulars

Total Assets (Beginning of Year)$296K
Net Assets (End of Year)$496K
Net Income$199K
Employer EIN872896699
Plan Effective Date2021-09-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Pocket Change Ventures Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Pocket Change Ventures Retirement Plan, Total assets ($B): 0.000495859 · Participants: 1Pocket Change Ventures Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Pocket Change Ventures Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Pocket Change Ventures Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Andreasen Security Safe, Inc. 401(k) Plan in CA ($496K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Pocket Change Ventures Retirement Plan assets move in 2022?
Pocket Change Ventures Retirement Plan surged - up 67.3% during 2022, from $296K to $496K. Reported net income was $199K.
How have Pocket Change Ventures, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pocket Change Ventures, Inc.'s sponsor-wide assets declined 7.4%, from $496K to $459K.
Where does Pocket Change Ventures Retirement Plan rank by assets among Form 5500 filers?
Pocket Change Ventures Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Pocket Change Ventures Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Andreasen Security Safe, Inc. 401(k) Plan in CA ($496K, 16 participants).
Which 401(k) plans cover a similar participant headcount to Pocket Change Ventures Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).