Medley Material Handling, Inc. Employees' 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA β verify with linked source filings below.
Sponsored by Medley Material Handling, Inc. Β· Oklahoma Β· Other Services
What the 2023 filing shows
Medley Material Handling, Inc. Employees' 401(k) Plan holds $5M for 359 participants - about $14,752 per participant, up 1.5% over the 2022 plan year.
- $5M
- total plan assets (2022 EOY)
- 359
- covered participants
- $14,752
- avg assets per participant
- +1.5%
- assets growth YoY
What the Filing Says About Medley Material Handling, Inc. Employees' 401(k) Plan
Medley Material Handling, Inc. Employees' 401(k) Plan is a 401(k) retirement plan sponsored by Medley Material Handling, Inc., headquartered in Oklahoma. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 359 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 730614215, and the plan has been effective since 1990-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $5M at the beginning of 2022 to $5M at year-end β a gain of 1.5%. Net assets (after liabilities) closed the year at $5M, with reported net income of $77K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $5M |
| Total Assets (End of Year) | $5M |
| Net Assets (End of Year) | $5M |
| Net Income | $77K |
| Plan Type | 401(k) |
| Employer EIN | 730614215 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Medley Material Handling, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $5M |
| 2023 | 1 | 289 | $7M |
| 2024 | 1 | 296 | $7M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans β same state, same plan type β ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.2B Β· 11,746
- The Williams Investment Plus Plan $1.7B Β· 5,041
- Oneok, Inc. 401(k) Plan $1.2B Β· 2,965
- Bok Financial 401(k) Plan $1.0B Β· 4,766
- Saint Francis Health System, Inc. 401(k) Savings P $867M Β· 10,134
Related Data
Guides
Frequently Asked Questions
How much money is in the Medley Material Handling, Inc. Employees' 401(k) Plan? ▼
What type of plan is Medley Material Handling, Inc. Employees' 401(k) Plan? ▼
Who sponsors the Medley Material Handling, Inc. Employees' 401(k) Plan? ▼
How did Medley Material Handling, Inc. Employees' 401(k) Plan perform in 2022? ▼
Where can I find official filings for Medley Material Handling, Inc. Employees' 401(k) Plan? ▼
How does Medley Material Handling, Inc. Employees' 401(k) Plan compare to other plans? ▼
Explore PlainRetire
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) β original filing retrieval by EIN 730614215.
Reference: IRS Publication 560 β Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B β Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology β how this data is sourced, computed, and verified.