401(k) · DOL Form 5500 · 2022
Poe, Ltd. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $180,859
- Avg per participant Above avg balance/head
Official DOL plan name: Poe, Ltd. 401(k) Profit Sharing Plan · Sponsored by Poe, Ltd. · Oklahoma · Professional & Technical Services
$12M in assets, 66 participants
Poe, Ltd.'s Poe, Ltd. 401(k) Profit Sharing Plan reported $12M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #14,570 in Professional & Technical Services (21,562 peers)
Poe, Ltd. multi-year trail
Poe, Ltd.'s plans moved +12.8% in assets from 2022 to 2024; this filing shows Poe, Ltd. 401(k) Profit Sharing Plan at $12M / 66 participants.
- #14,570
- in Professional & Technical Services (21,562 peers)
- -8.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Poe, Ltd. 401(k) Profit Sharing Plan's outsized position by total assets
Poe, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,936,690 Top 32% higher than 68% 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
Poe, Ltd. 401(k) Profit Sharing 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. Poe, Ltd. 401(k) Profit Sharing Plan is a small filing (66 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 731293747 · Poe, Ltd. PY 2022 · 401(k)
Poe, Ltd. 401(k) Profit Sharing Plan · $12M · 66 · 68th
- PHOTO $12M
- PHOTO 66
- PHOTO 68th
- PHOTO 401(k)
- PHOTO near Robinwood Orthopedic Specialists 401(k) Plan
- PHOTO ind #14570
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 →
Poe, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Poe, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Poe, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 12.775593569071491% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $12M |
| 2023 | 1 | 72 | $13M |
| 2024 | 1 | 78 | $13M |
Poe, Ltd. filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$1M |
| Employer EIN | 731293747 |
| Plan Effective Date | 1976-11-01 |
| 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
Poe, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Robinwood Orthopedic Specialists 401(k) Plan in MD ($12M); by covered participants it is Aptera Software Inc. 401(k) Plan in IN (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (66 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.