401(k) · DOL Form 5500 · 2022
Jay & Associates PC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $157,237
- Avg per participant Above avg balance/head
Official DOL plan name: Jay & Associates PC 401(k) Profit Sharing Plan & Trust · Sponsored by Jay & Associates PC · Oklahoma · Professional & Technical Services
$1M in assets, 8 participants
Jay & Associates PC's Jay & Associates PC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #5,111 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Jay & Associates PC 401(k) Profit Sharing Plan & Trust holds $1M for 8 participants - about $157,237 per participant, in the lower half of filed plans by assets.
- #5,111
- in Professional & Technical Services (21,562 peers)
- -3.1%
- assets change YoY
The plan reported a net loss of $41K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jay & Associates PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Jay & Associates PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,257,896 27th percentile higher than 27% 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
Jay & Associates PC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jay & Associates PC 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 731324622 · Jay & Associates PC PY 2022 · 401(k)
Jay & Associates PC 401(k) Profit Sharing Plan & Trust · $1M · 8 · 27th
- EOY $1M
- EOY 8
- EOY 27th
- EOY 401(k)
- EOY near Smart Service Corporation 401(k) Plan
- EOY ind #5111
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 →
Jay & Associates PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$41K |
| Employer EIN | 731324622 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jay & Associates PC)
Sponsor-wide plan assets over time
All Jay & Associates PC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $1M |
| 2023 | 1 | 8 | N/A |
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
Jay & Associates PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Smart Service Corporation 401(k) Plan in KS ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.