401(k) · DOL Form 5500 · 2022

Hartzog Conger Cason LLP 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
63
Participants Small participant base
83rd
Percentile by assets National rank
$492,965
Avg per participant High balance/head
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Official DOL plan name: Hartzog Conger Cason 401(k) Plan · Sponsored by Hartzog Conger Cason LLP · Oklahoma · Professional & Technical Services

$31M in assets, 63 participants

Hartzog Conger Cason LLP's Hartzog Conger Cason 401(k) Plan reported $31M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,083 in Professional & Technical Services (21,562 peers)

Where Hartzog Conger Cason 401(k) Plan sits by assets

Hartzog Conger Cason 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 63 participants (~$492,965/participant), down 20.8% in 2022.

#18,083
in Professional & Technical Services (21,562 peers)
-20.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hartzog Conger Cason 401(k) Plan's outsized position by total assets

Hartzog Conger Cason 401(k) Plan vs every filed plan by assets

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

$31,056,816 Top 17% higher than 83% 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

Hartzog Conger Cason 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hartzog Conger Cason 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

DOL schedule card

Filing strip 201997652 · Hartzog Conger Cason LLP PY 2022 · 401(k)

Hartzog Conger Cason 401(k) Plan · $31M · 63 · 83rd

  • RANK $31M
  • PHOTO 63
  • IND 83rd
  • EOY 401(k)
  • 5500 near Jwch Institute, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #18083

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 →

Hartzog Conger Cason 401(k) Plan in the asset neighbourhood

Hartzog Conger Cason 401(k) PlanHartzog Conger Cason 401(k) …$31MJwch Institute, Inc. 401(k) Profit Sharing PlanJwch Institute, Inc. 401(k) …$31MLegacy Professionals LLP 401(k) PlanLegacy Professionals LLP 401…$31MSnider Tire, Inc. Profit Sharing and Salary Deferral Savings PlanSnider Tire, Inc. Profit Sha…$31MSix Financial Information USA Inc. Employees 401(k) Savings PlanSix Financial Information US…$31M
End-of-year total assets ($M) among Hartzog Conger Cason 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$31M
Net Income-$8M
Employer EIN201997652
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartzog Conger Cason LLP)

Sponsor-wide plan assets over time

All Hartzog Conger Cason LLP plans reported in each filing year

Latest sponsor-wide plan assets
$41M 33.18067119308045% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.1M $41.4M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 63 $31M
2023 1 64 $37M
2024 1 67 $41M

Nearby 401(k) Plans in Oklahoma

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

Hartzog Conger Cason 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Hartzog Conger Cason 401(k) Plan, Total assets ($B): 0.031056816 · Participants: 63Hartzog Conger Cason 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
Hartzog Conger Cason 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Hartzog Conger Cason 401(k) Plan side-by-side with 3 peers →

Hartzog Conger Cason 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Jwch Institute, Inc. 401(k) Profit Sharing Plan in CA ($31M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 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 Hartzog Conger Cason 401(k) Plan assets move in 2022? ▼
Hartzog Conger Cason 401(k) Plan declined sharply - down 20.8% during 2022, from $39M to $31M. Reported net income was -$8M.
How have Hartzog Conger Cason LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartzog Conger Cason LLP's sponsor-wide assets grew 33.2%, from $31M to $41M.
Where does Hartzog Conger Cason 401(k) Plan rank by assets among Form 5500 filers? ▼
Hartzog Conger Cason 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hartzog Conger Cason 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jwch Institute, Inc. 401(k) Profit Sharing Plan in CA ($31M, 924 participants).
Which 401(k) plans cover a similar participant headcount to Hartzog Conger Cason 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants, $2M 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 201997652.

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.