401(k) · DOL Form 5500 · 2022

Petra Industries, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
237
Participants Below avg headcount
57th
Percentile by assets National rank
$28,786
Avg per participant Low balance/head
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Official DOL plan name: Petra Industries, LLC. 401(k) Profit Sharing Plan · Sponsored by Petra Industries, LLC · Oklahoma · Wholesale Trade

$7M in assets, 237 participants

Petra Industries, LLC's Petra Industries, LLC. 401(k) Profit Sharing Plan reported $7M in total assets and 237 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.

  • #3,173 in Wholesale Trade (6,843 peers)

Coverage in Oklahoma

Petra Industries, LLC. 401(k) Profit Sharing Plan covers 237 participants in Oklahoma, about 31% of the average Oklahoma filer (state average ~760 per filing). Assets: $7M.

#3,173
in Wholesale Trade (6,843 peers)
-26.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Petra Industries, LLC. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Petra Industries, LLC. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,822,174 Top 43% higher than 57% 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

Petra Industries, LLC. 401(k) Profit Sharing 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. Petra Industries, LLC. 401(k) Profit Sharing Plan sits mid-pack in the medium band (237 participants).

Published 5500 schedule card

Filing strip 731267123 · Petra Industries, LLC PY 2022 · 401(k)

Petra Industries, LLC. 401(k) Profit Sharing Plan · $7M · 237 · 57th

  • EBSA $7M
  • EBSA 237
  • EBSA 57th
  • EBSA 401(k)
  • EBSA near Lift Solutions, Inc. 401(k) Profit Sharing Plan and Trust
  • EBSA ind #3173

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 →

Petra Industries, LLC. 401(k) Profit Sharing Plan in the asset neighbourhood

Petra Industries, LLC. 401(k) Profit Sharing PlanPetra Industries, LLC. 401(k…$7MLift Solutions, Inc. 401(k) Profit Sharing Plan and TrustLift Solutions, Inc. 401(k) …$7MNeil Bassetti Farms Profit Sharing Plan and TrustNeil Bassetti Farms Profit S…$7MPremier International Enterprises, Inc 401(k) PlanPremier International Enterp…$7MNiagara Conservation Corporation 401(k) Profit Sharing PlanNiagara Conservation Corpora…$7M
End-of-year total assets ($M) among Petra Industries, LLC. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN731267123
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Petra Industries, LLC)

Sponsor-wide plan assets over time

All Petra Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 0.6247275428624365% vs 2022
2024 filing year
$6.4M$6.5M$6.6M$6.7M$6.8M$6.9M 202220232024 $6.82M $6.78M ▼ -0.6%
Year Plans Participants Total Assets
2022 1 237 $7M
2023 1 197 $7M
2024 1 194 $7M

Nearby 401(k) Plans in Oklahoma

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

Petra Industries, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Petra Industries, LLC. 401(k) Profit Sharing Plan, Total assets ($B): 0.006822174 · Participants: 237Petra Industries, LLC. 401(k) Profit Sharing 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
Petra Industries, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Petra Industries, LLC. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Lift Solutions, Inc. 401(k) Profit Sharing Plan and Trust in NE ($7M); by covered participants it is Vibrantcare Rehabilitation Inc. 401(k) Profit Sharing Plan and Trust in CA (237 participants). Same-state nearby plans are listed separately above.

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 Petra Industries, LLC. 401(k) Profit Sharing Plan assets move in 2022?
Petra Industries, LLC. 401(k) Profit Sharing Plan declined sharply - down 26.8% during 2022, from $9M to $7M. Reported net income was -$3M.
How have Petra Industries, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Petra Industries, LLC's sponsor-wide assets declined 0.6%, from $7M to $7M.
Which 401(k) plans are similar in size to Petra Industries, LLC. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Lift Solutions, Inc. 401(k) Profit Sharing Plan and Trust in NE ($7M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Petra Industries, LLC. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Vibrantcare Rehabilitation Inc. 401(k) Profit Sharing Plan and Trust in CA (237 participants, $5M in assets).