Profit Sharing · DOL Form 5500 · 2022

Rex K. Travis Profit Sharing & Retiremen Profit Sharing Plan

Data updated 2026-08-25

$895K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$447,426
Avg per participant High balance/head
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Official DOL plan name: Rex K. Travis Profit Sharing Retirement Plan · Sponsored by Rex K. Travis Profit Sharing & Retiremen · Oklahoma · Professional & Technical Services

$895K in assets, 2 participants

Rex K. Travis Profit Sharing & Retiremen's Rex K. Travis Profit Sharing Retirement Plan reported $895K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,329 in Professional & Technical Services (21,562 peers)

2022 asset change

Rex K. Travis Profit Sharing Retirement Plan declined sharply 27.5% in 2022 ($1M → $895K) for 2 participants.

#4,329
in Professional & Technical Services (21,562 peers)
-27.5%
assets change YoY

The plan reported a net loss of $340K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rex K. Travis Profit Sharing Retirement Plan among the smaller filed plans by assets

Rex K. Travis Profit Sharing Retirement Plan vs every filed plan by assets

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

$894,852 24th percentile higher than 24% 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

Rex K. Travis Profit Sharing Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rex K. Travis Profit Sharing Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 731095329 · Rex K. Travis Profit Sharing & Retiremen PY 2022 · Profit Sharing

Rex K. Travis Profit Sharing Retirement Plan · $895K · 2 · 24th

  • VS-ST $895K
  • BOY 2
  • SCH 24th
  • EBSA Profit Sharing
  • PART near B Avery Enterprises, Inc. Retirement Plan
  • TYPE ind #4329

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 →

Rex K. Travis Profit Sharing Retirement Plan in the asset neighbourhood

Impro Products Inc Profit Sharing PlanImpro Products Inc Profit Sh…$895KRex K. Travis Profit Sharing Retirement PlanRex K. Travis Profit Sharing…$895KB Avery Enterprises, Inc. Retirement PlanB Avery Enterprises, Inc. Re…$895KVista Egg Corp. Retirement PlanVista Egg Corp. Retirement P…$895KTva Associates, Inc. Retirement PlanTva Associates, Inc. Retirem…$895K
End-of-year total assets ($M) among Rex K. Travis Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Rex K. Travis Profit Sharing & Retiremen years around the 2022 move

Sponsor-wide plan assets over time

All Rex K. Travis Profit Sharing & Retiremen plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.5M$1M 20222023 $0.89M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $895K
2023 1 2 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$895K
Net Income-$340K
Employer EIN731095329
Plan Effective Date1976-02-09
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oklahoma

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Rex K. Travis Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Rex K. Travis Profit Sharing Retirement Plan, Total assets ($M): 0.894852 · Participants: 2Rex K. Travis Profit Sharing Retirement PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 102.823168 · Participants: 975Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 27.742286 · Participants: 762Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 22.347701 · Participants: 148Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 17.85283 · Participants: 9Veenker Resources, Inc. Profit Sharing PlanMidlands Management Corporation 401(k) Plan, Total assets ($M): 8.717595 · Participants: 74Midlands Management Corporation 401(k) Plan
Rex K. Travis Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare Rex K. Travis Profit Sharing Retirement Plan side-by-side with 3 peers →

Rex K. Travis Profit Sharing Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is B Avery Enterprises, Inc. Retirement Plan in FL ($895K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($895K here).

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 Rex K. Travis Profit Sharing Retirement Plan assets move in 2022? ▼
Rex K. Travis Profit Sharing Retirement Plan declined sharply - down 27.5% during 2022, from $1M to $895K. Reported net income was -$340K.
Where does Rex K. Travis Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Rex K. Travis Profit Sharing Retirement Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Rex K. Travis Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is B Avery Enterprises, Inc. Retirement Plan in FL ($895K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Rex K. Travis Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 731095329.

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.