401(k) · DOL Form 5500 · 2022

Spanish Cove Housing Authority 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
128
Participants Small participant base
47th
Percentile by assets National rank
$32,344
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spanish Cove 401(k) Plan · Sponsored by Spanish Cove Housing Authority · Oklahoma · Real Estate

$4M in assets, 128 participants

Spanish Cove Housing Authority's Spanish Cove 401(k) Plan reported $4M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,272 in Real Estate (5,057 peers)

Coverage in Oklahoma

Spanish Cove 401(k) Plan covers 128 participants in Oklahoma, about 17% of the average Oklahoma filer (state average ~760 per filing). Assets: $4M.

#3,272
in Real Estate (5,057 peers)
-15.3%
assets change YoY

The plan reported a net loss of $748K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spanish Cove 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Spanish Cove 401(k) Plan vs every filed plan by assets

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

$4,140,084 47th percentile higher than 47% 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

Spanish Cove 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. Spanish Cove 401(k) Plan sits mid-pack in the medium band (128 participants).

Form 5500 schedule snapshot

Filing strip 731536662 · Spanish Cove Housing Authority PY 2022 · 401(k)

Spanish Cove 401(k) Plan · $4M · 128 · 47th

  • EBSA $4M
  • PART 128
  • TYPE 47th
  • NET 401(k)
  • BOOK near Fortus Group 401(k) Profit Sharing Plan
  • VS-ST ind #3272

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 Real Estate retirement plans → · Plans in Oklahoma →

Spanish Cove 401(k) Plan in the asset neighbourhood

Spanish Cove 401(k) Plan$4MFortus Group 401(k) Profit Sharing PlanFortus Group 401(k) Profit S…$4MNatures Image, Inc. Retirement TrustNatures Image, Inc. Retireme…$4MStephan and Angelica Edelbrock Consulting 401(k) PlanStephan and Angelica Edelbro…$4MTaag 401(k) Salary Reduction Plan & TrustTaag 401(k) Salary Reduction…$4M
End-of-year total assets ($M) among Spanish Cove 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$748K
Employer EIN731536662
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spanish Cove Housing Authority)

Sponsor-wide plan assets over time

All Spanish Cove Housing Authority plans reported in each filing year

Latest sponsor-wide plan assets
$6M 54.57553518237794% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.14M $6.4M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 128 $4M
2023 1 154 $5M
2024 1 172 $6M

Nearby 401(k) Plans in Oklahoma

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

Spanish Cove 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Spanish Cove 401(k) Plan, Total assets ($B): 0.004140084 · Participants: 128Spanish Cove 401(k) 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
Spanish Cove 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Spanish Cove 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Fortus Group 401(k) Profit Sharing Plan in NY ($4M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Spanish Cove 401(k) Plan assets move in 2022?
Spanish Cove 401(k) Plan declined sharply - down 15.3% during 2022, from $5M to $4M. Reported net income was -$748K.
How have Spanish Cove Housing Authority plan assets changed over time?
Across 3 plan years on file (2022-2024), Spanish Cove Housing Authority's sponsor-wide assets grew 54.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Spanish Cove 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Fortus Group 401(k) Profit Sharing Plan in NY ($4M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Spanish Cove 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A in assets).