401(k) · DOL Form 5500 · 2022
Coates Field Service, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 206
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $74,610
- Avg per participant Below avg balance/head
Official DOL plan name: Coates Field Service, Inc. Employees Savings and Profit Sharing Plan · Sponsored by Coates Field Service, Inc. · Oklahoma · Real Estate
$15M in assets, 206 participants
Coates Field Service, Inc.'s Coates Field Service, Inc. Employees Savings and Profit Sharing Plan reported $15M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,366 in Real Estate (5,057 peers)
Coverage in Oklahoma
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan covers 206 participants in Oklahoma, about 27% of the average Oklahoma filer (state average ~760 per filing). Assets: $15M.
- #4,366
- in Real Estate (5,057 peers)
- -28.2%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan's outsized position by total assets
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,369,606 Top 27% higher than 73% 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
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coates Field Service, Inc. Employees Savings and Profit Sharing Plan sits mid-pack in the medium band (206 participants).
Published 5500 schedule card
Filing strip 730574212 · Coates Field Service, Inc. PY 2022 · 401(k)
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan · $15M · 206 · 73rd
- EOY $15M
- 5500 206
- ASSETS 73rd
- PCT 401(k)
- EIN near Spectra Credit Union 401(k) Savings Plan
- RANK ind #4366
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 →
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$6M |
| Employer EIN | 730574212 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coates Field Service, Inc.)
Sponsor-wide plan assets over time
All Coates Field Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 1.6077510379901734% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $15M |
| 2023 | 1 | 246 | $16M |
| 2024 | 1 | 224 | $15M |
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
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Spectra Credit Union 401(k) Savings Plan in VA ($15M); by covered participants it is Westrec Properties, Inc. & Affiliated Companies 401(k) Plan in CA (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Spectra Credit Union 401(k) Savings Plan (VA) $15M · 92
- Bean Automotive Group 401(k) Plan (FL) $15M · 561
- Center City Pcs 401(k) Plan (DC) $15M · 243
- Scale Ai 401(k) Plan (CA) $15M · 354
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Westrec Properties, Inc. & Affiliated Companies 401(k) Plan (CA) 206 · 0 off
- Austin Gastroenterology, P.a. 401(k) Profit Sharing Plan (TX) 206 · 0 off
- American Linehaul Corporation 401(k) Profit Sharing Plan & Trust (NJ) 206 · 0 off
- American Linehaul Corporation 401(k) Profit Sharing Plan & Trust (NJ) 206 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.