401(k) · DOL Form 5500 · 2022
Preferred Management Corporation 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 666
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $20,306
- Avg per participant Low balance/head
Official DOL plan name: Preferred Management Corporation Retirement Savings Plan · Sponsored by Preferred Management Corporation · Oklahoma · Healthcare & Social Assistance
$14M in assets, 666 participants
Preferred Management Corporation's Preferred Management Corporation Retirement Savings Plan reported $14M in total assets and 666 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,135 in Healthcare & Social Assistance (20,060 peers)
Preferred Management Corporation multi-year trail
Preferred Management Corporation's plans moved +41.6% in assets from 2022 to 2024; this filing shows Preferred Management Corporation Retirement Savings Plan at $14M / 666 participants.
- #15,135
- in Healthcare & Social Assistance (20,060 peers)
- -13.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Preferred Management Corporation Retirement Savings Plan's outsized position by total assets
Preferred Management Corporation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,523,579 Top 29% higher than 71% 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
Preferred Management Corporation Retirement Savings 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. Preferred Management Corporation Retirement Savings Plan sits mid-pack in the medium band (666 participants).
Plan-year Form 5500 strip
Filing strip 731312311 · Preferred Management Corporation PY 2022 · 401(k)
Preferred Management Corporation Retirement Savings Plan · $14M · 666 · 71st
- ASSETS $14M
- PCT 666
- EIN 71st
- RANK 401(k)
- PHOTO near S.R. Snodgrass, P.C. Employee 401(k) Retirement Savings Plan
- IND ind #15135
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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →
Preferred Management Corporation Retirement Savings Plan in the asset neighbourhood
Preferred Management Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Preferred Management Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 41.57065966043456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 666 | $14M |
| 2023 | 1 | 658 | $17M |
| 2024 | 1 | 709 | $19M |
Preferred Management Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 731312311 |
| Plan Effective Date | 2013-01-01 |
| 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
Preferred Management Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is S.R. Snodgrass, P.C. Employee 401(k) Retirement Savings Plan in PA ($14M); by covered participants it is Browning 401(k) Savings Plan in CA (666 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- S.R. Snodgrass, P.C. Employee 401(k) Retirement Savings Plan (PA) $14M · 82
- Weaver Leather LLC. Profit Sharing Plan (OH) $14M · 215
- Jd Bank 401(k) Plan (LA) $14M · 226
- Kokosing Construction Company, Inc. Union 401 (K) Plan (OH) $14M · 3,444
Similar participant headcount
Nearest other-state filings by covered participants (666 participants); asset peers above are excluded.
- Browning 401(k) Savings Plan (CA) 666 · 0 off
- Macerich Property Management Company 401(k) Profit Sharing Plan (CA) 666 · 0 off
- Forus 401(k) (NY) 666 · 0 off
- Sierra Land Group, Inc. 401(k) Plan (CA) 666 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.