401(k) · DOL Form 5500 · 2022

Balon Corporation 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
1,025
Participants Near avg headcount
92nd
Percentile by assets National rank
$78,979
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Balon Corporation 401(k) Plan and Trust · Sponsored by Balon Corporation · Oklahoma · Manufacturing

$81M in assets, 1,025 participants

Balon Corporation's Balon Corporation 401(k) Plan and Trust reported $81M in total assets and 1,025 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #17,964 in Manufacturing (20,602 peers)

Where Balon Corporation 401(k) Plan and Trust sits by assets

Balon Corporation 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $81M for 1,025 participants (~$78,979/participant), down 13.3% in 2022.

#17,964
in Manufacturing (20,602 peers)
-13.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Balon Corporation 401(k) Plan and Trust's outsized position by total assets

Balon Corporation 401(k) Plan and Trust vs every filed plan by assets

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

$80,953,538 Top 8% higher than 92% 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

Balon Corporation 401(k) Plan and Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balon Corporation 401(k) Plan and Trust lands in the large band (1,025 participants).

EBSA filing schedule strip

Filing strip 730745177 · Balon Corporation PY 2022 · 401(k)

Balon Corporation 401(k) Plan and Trust · $81M · 1,025 · 92nd

  • IND $81M
  • EOY 1,025
  • 5500 92nd
  • ASSETS 401(k)
  • PCT near Mid-Dakota Clinic, P.C. 401(k) Profit Sharing Plan and Trust
  • EIN ind #17964

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 Manufacturing retirement plans → · Plans in Oklahoma →

Balon Corporation 401(k) Plan and Trust in the asset neighbourhood

Mercantile Bank 401(k) Plan$81MToyo Retirement Plan$81MMid-Dakota Clinic, P.C. 401(k) Profit Sharing Plan and TrustMid-Dakota Clinic, P.C. 401(…$81MBalon Corporation 401(k) Plan and TrustBalon Corporation 401(k) Pla…$81MHarbert Retirement Plan$81M
End-of-year total assets ($M) among Balon Corporation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$81M
Net Income-$12M
Employer EIN730745177
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balon Corporation)

Sponsor-wide plan assets over time

All Balon Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$106M 31.315922226895136% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81M $106M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 1,025 $81M
2023 1 964 $96M
2024 1 1,113 $106M

Nearby 401(k) Plans in Oklahoma

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

Balon Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Balon Corporation 401(k) Plan and Trust, Total assets ($B): 0.080953538 · Participants: 1025Balon Corporation 401(k) Plan and TrustQuiktrip 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
Balon Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Balon Corporation 401(k) Plan and Trust side-by-side with 3 peers →

Balon Corporation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Mid-Dakota Clinic, P.C. 401(k) Profit Sharing Plan and Trust in ND ($81M); by covered participants it is Robinson Helicopter Company 401(k) Retirement Plan in CA (1,025 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,025 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.

Frequently Asked Questions

How did Balon Corporation 401(k) Plan and Trust assets move in 2022? ▼
Balon Corporation 401(k) Plan and Trust pulled back noticeably - down 13.3% during 2022, from $93M to $81M. Reported net income was -$12M.
How have Balon Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balon Corporation's sponsor-wide assets grew 31.3%, from $81M to $106M.
Where does Balon Corporation 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Balon Corporation 401(k) Plan and Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Balon Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Dakota Clinic, P.C. 401(k) Profit Sharing Plan and Trust in ND ($81M, 412 participants).
Which 401(k) plans cover a similar participant headcount to Balon Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Robinson Helicopter Company 401(k) Retirement Plan in CA (1,025 participants, $99M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730745177.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.