401(k) · DOL Form 5500 · 2022

Rich & Cartmill, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
109
Participants Small participant base
69th
Percentile by assets National rank
$110,266
Avg per participant Below avg balance/head
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Official DOL plan name: Rich & Cartmill, Inc. 401(k) Plan · Sponsored by Rich & Cartmill, Inc. · Oklahoma · Finance & Insurance

$12M in assets, 109 participants

Rich & Cartmill, Inc.'s Rich & Cartmill, Inc. 401(k) Plan reported $12M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,843 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

Rich & Cartmill, Inc. 401(k) Plan covers 109 participants in Oklahoma, about 14% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.

#4,843
in Finance & Insurance (9,261 peers)
-17.6%
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.

Rich & Cartmill, Inc. 401(k) Plan's outsized position by total assets

Rich & Cartmill, Inc. 401(k) Plan vs every filed plan by assets

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

$12,018,942 Top 31% higher than 69% 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

Rich & Cartmill, 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. Rich & Cartmill, Inc. 401(k) Plan sits mid-pack in the medium band (109 participants).

Form 5500 schedule snapshot

Filing strip 730737979 · Rich & Cartmill, Inc. PY 2022 · 401(k)

Rich & Cartmill, Inc. 401(k) Plan · $12M · 109 · 69th

  • ASSETS $12M
  • ASSETS 109
  • ASSETS 69th
  • ASSETS 401(k)
  • ASSETS near Rpt Realty, Inc. 401(k) Plan
  • ASSETS ind #4843

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 Finance & Insurance retirement plans → · Plans in Oklahoma →

Rich & Cartmill, Inc. 401(k) Plan in the asset neighbourhood

Rich & Cartmill, Inc. 401(k) PlanRich & Cartmill, Inc. 401(k)…$12MRpt Realty, Inc. 401(k) Plan$12MUscb, Inc. 401(k) Profit Sharing PlanUscb, Inc. 401(k) Profit Sha…$12MNew Directions Youth and Family Services 401(k) Profit Sharing Plan & TrustNew Directions Youth and Fam…$12MRhoden Motor Companies 401(k) PlanRhoden Motor Companies 401(k…$12M
End-of-year total assets ($M) among Rich & Cartmill, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN730737979
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rich & Cartmill, Inc.)

Sponsor-wide plan assets over time

All Rich & Cartmill, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 34.92794956494507% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $16.2M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 109 $12M
2023 1 112 $14M
2024 1 133 $16M

Nearby 401(k) Plans in Oklahoma

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

Rich & Cartmill, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Rich & Cartmill, Inc. 401(k) Plan, Total assets ($B): 0.012018942 · Participants: 109Rich & Cartmill, Inc. 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
Rich & Cartmill, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Rich & Cartmill, Inc. 401(k) Plan side-by-side with 3 peers →

Rich & Cartmill, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Rpt Realty, Inc. 401(k) Plan in MI ($12M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Rich & Cartmill, Inc. 401(k) Plan assets move in 2022? ▼
Rich & Cartmill, Inc. 401(k) Plan declined sharply - down 17.6% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Rich & Cartmill, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rich & Cartmill, Inc.'s sponsor-wide assets grew 34.9%, from $12M to $16M.
Which 401(k) plans are similar in size to Rich & Cartmill, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rpt Realty, Inc. 401(k) Plan in MI ($12M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Rich & Cartmill, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants, N/A 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 730737979.

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.