Other · DOL Form 5500 · 2022
S. Brent Bahner PLLC Retirement Plan
Data updated 2026-08-25
- $919K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $306,270
- Avg per participant High balance/head
Official DOL plan name: S.Brent Bahner PLLC Retirement Plan · Sponsored by S. Brent Bahner PLLC · Oklahoma · Professional & Technical Services
$919K in assets, 3 participants
S. Brent Bahner PLLC's S.Brent Bahner PLLC Retirement Plan reported $919K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #4,385 in Professional & Technical Services (21,562 peers)
2022 asset change
S.Brent Bahner PLLC Retirement Plan declined sharply 20.1% in 2022 ($1M → $919K) for 3 participants.
- #4,385
- in Professional & Technical Services (21,562 peers)
- -20.1%
- assets change YoY
The plan reported a net loss of $231K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
S.Brent Bahner PLLC Retirement Plan among the smaller filed plans by assets
S.Brent Bahner PLLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$918,811 24th percentile higher than 24% 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
S.Brent Bahner PLLC 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. S.Brent Bahner PLLC Retirement Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 731285169 · S. Brent Bahner PLLC PY 2022 · Other
S.Brent Bahner PLLC Retirement Plan · $919K · 3 · 24th
- EOY $919K
- EOY 3
- EOY 24th
- EOY Other
- EOY near Bay Shore Services, Inc. Tax Deferred Annuity Plan
- EOY ind #4385
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 →
S.Brent Bahner PLLC Retirement Plan in the asset neighbourhood
S. Brent Bahner PLLC years around the 2022 move
Sponsor-wide plan assets over time
All S. Brent Bahner PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $995K 8.261220207420243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $919K |
| 2023 | 1 | 2 | $983K |
| 2024 | 1 | 2 | $995K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $919K |
| Net Income | -$231K |
| Employer EIN | 731285169 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
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. $814M · 11,261
- The University of Tulsa Defined Contribution Retirement Plan $368M · 1,164
- Saint Francis Health System, Inc. 403(b) Savings P $299M · 930
- Oral Roberts University Retirement Plan $64M · 507
- Oklahoma Christian University Defined Contribution Retirement Plan $46M · 274
S.Brent Bahner PLLC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Bay Shore Services, Inc. Tax Deferred Annuity Plan in MD ($919K); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($919K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.