401(k) · DOL Form 5500 · 2022
Schraad & Associates-Sales/Marketing.Inc 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $49,716
- Avg per participant Low balance/head
Official DOL plan name: Schraad & Associates Sales/Marketing, Inc . 401(k) Plan · Sponsored by Schraad & Associates-Sales/Marketing.Inc · Oklahoma · Wholesale Trade
$7M in assets, 140 participants
Schraad & Associates-Sales/Marketing.Inc's Schraad & Associates Sales/Marketing, Inc . 401(k) Plan reported $7M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #3,220 in Wholesale Trade (6,843 peers)
Coverage in Oklahoma
Schraad & Associates Sales/Marketing, Inc . 401(k) Plan covers 140 participants in Oklahoma, about 18% of the average Oklahoma filer (state average ~760 per filing). Assets: $7M.
- #3,220
- in Wholesale Trade (6,843 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $395K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Schraad & Associates Sales/Marketing, Inc . 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Schraad & Associates Sales/Marketing, Inc . 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,960,201 Top 43% higher than 57% 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
Schraad & Associates Sales/Marketing, Inc . 401(k) 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. Schraad & Associates Sales/Marketing, Inc . 401(k) Plan sits mid-pack in the medium band (140 participants).
Published 5500 schedule card
Filing strip 471568101 · Schraad & Associates-Sales/Marketing.Inc PY 2022 · 401(k)
Schraad & Associates Sales/Marketing, Inc . 401(k) Plan · $7M · 140 · 57th
- PHOTO $7M
- IND 140
- EOY 57th
- 5500 401(k)
- ASSETS near United Cerebral Palsy Association of the North Country, Inc 401(k) Plan
- PCT ind #3220
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 Wholesale Trade retirement plans → · Plans in Oklahoma →
Schraad & Associates Sales/Marketing, Inc . 401(k) Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$395K |
| Employer EIN | 471568101 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schraad & Associates-Sales/Marketing.Inc)
Sponsor-wide plan assets over time
All Schraad & Associates-Sales/Marketing.Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 69.76117500054956% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $7M |
| 2023 | 1 | 157 | $9M |
| 2024 | 1 | 165 | $12M |
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
Schraad & Associates Sales/Marketing, Inc . 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is United Cerebral Palsy Association of the North Country, Inc 401(k) Plan in NY ($7M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Dot Leasing Inc 401(k) Profit Sharing Plan & Trust (TX) 140 · 0 off
- Color, Inc. 401(k)Retirement Plan (MA) 140 · 0 off
- Tower Industries, Inc. 401(k) Profit Sharing Plan (CA) 140 · 0 off
- Aero Simulation, Inc. 401(k) Plan (FL) 140 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.