401(k) · DOL Form 5500 · 2022

Finley & Cook, P.L.L.C. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
156
Participants Small participant base
70th
Percentile by assets National rank
$84,023
Avg per participant Below avg balance/head
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Official DOL plan name: Finley & Cook 401(k) Savings Incentive Plan · Sponsored by Finley & Cook, P.L.L.C. · Oklahoma · Professional & Technical Services

$13M in assets, 156 participants

Finley & Cook, P.L.L.C.'s Finley & Cook 401(k) Savings Incentive Plan reported $13M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,983 in Professional & Technical Services (21,562 peers)

Coverage in Oklahoma

Finley & Cook 401(k) Savings Incentive Plan covers 156 participants in Oklahoma, about 21% of the average Oklahoma filer (state average ~760 per filing). Assets: $13M.

#14,983
in Professional & Technical Services (21,562 peers)
-22.2%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Finley & Cook 401(k) Savings Incentive Plan's outsized position by total assets

Finley & Cook 401(k) Savings Incentive Plan vs every filed plan by assets

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

$13,107,542 Top 30% higher than 70% 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

Finley & Cook 401(k) Savings Incentive 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. Finley & Cook 401(k) Savings Incentive Plan sits mid-pack in the medium band (156 participants).

Plan-year Form 5500 strip

Filing strip 730604334 · Finley & Cook, P.L.L.C. PY 2022 · 401(k)

Finley & Cook 401(k) Savings Incentive Plan · $13M · 156 · 70th

  • BOY $13M
  • SCH 156
  • EBSA 70th
  • PART 401(k)
  • TYPE near Catalyst Investors, LLC 401(k) Profit Sharing Plan
  • NET ind #14983

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 →

Finley & Cook 401(k) Savings Incentive Plan in the asset neighbourhood

Finley & Cook 401(k) Savings Incentive PlanFinley & Cook 401(k) Savings…$13MCatalyst Investors, LLC 401(k) Profit Sharing PlanCatalyst Investors, LLC 401(…$13MHupy and Abraham, S.C. 401(k) Profit Sharing PlanHupy and Abraham, S.C. 401(k…$13MHinshaws, Inc. Profit Sharing and 401(k) PlanHinshaws, Inc. Profit Sharin…$13MMapal Inc. Office 401(k) Plan$13M
End-of-year total assets ($M) among Finley & Cook 401(k) Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$13M
Net Income-$4M
Employer EIN730604334
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finley & Cook, P.L.L.C.)

Sponsor-wide plan assets over time

All Finley & Cook, P.L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 34.19084981760883% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $17.6M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 156 $13M
2023 1 196 $16M
2024 1 174 $18M

Nearby 401(k) Plans in Oklahoma

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

Finley & Cook 401(k) Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Finley & Cook 401(k) Savings Incentive Plan, Total assets ($B): 0.013107542 · Participants: 156Finley & Cook 401(k) Savings Incentive PlanQuiktrip 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
Finley & Cook 401(k) Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Finley & Cook 401(k) Savings Incentive Plan side-by-side with 3 peers →

Finley & Cook 401(k) Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Catalyst Investors, LLC 401(k) Profit Sharing Plan in NY ($13M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Finley & Cook 401(k) Savings Incentive Plan assets move in 2022? ▼
Finley & Cook 401(k) Savings Incentive Plan declined sharply - down 22.2% during 2022, from $17M to $13M. Reported net income was -$4M.
How have Finley & Cook, P.L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finley & Cook, P.L.L.C.'s sponsor-wide assets grew 34.2%, from $13M to $18M.
Which 401(k) plans are similar in size to Finley & Cook 401(k) Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Catalyst Investors, LLC 401(k) Profit Sharing Plan in NY ($13M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Finley & Cook 401(k) Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 730604334.

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.