Profit Sharing · DOL Form 5500 · 2023
Park, Nelson, Caywood & Jones, LLP Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $682,913
- Avg per participant High balance/head
Official DOL plan name: Park, Nelson, Caywood & Jones Profit Sharing Plan · Sponsored by Park, Nelson, Caywood & Jones, LLP · Oklahoma · Professional & Technical Services
$3M in assets, 5 participants
Park, Nelson, Caywood & Jones, LLP's Park, Nelson, Caywood & Jones Profit Sharing Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #7,052 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Park, Nelson, Caywood & Jones Profit Sharing Plan holds $3M for 5 participants - about $682,913 per participant, in the lower half of filed plans by assets.
- #7,052
- in Professional & Technical Services (20,321 peers)
- +3.7%
- assets growth YoY
Park, Nelson, Caywood & Jones Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Park, Nelson, Caywood & Jones Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,414,563 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Park, Nelson, Caywood & Jones Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Park, Nelson, Caywood & Jones Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Park, Nelson, Caywood & Jones Profit Sharing Plan reported net income rose from -$340K in the plan year 2022 filing to $123K in the plan year 2023 filing.
- Park, Nelson, Caywood & Jones Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 730773695 · Park, Nelson, Caywood & Jones, LLP PY 2023 · Profit Sharing
Park, Nelson, Caywood & Jones Profit Sharing Plan · $3M · 5 · 38th
- ASSETS $3M
- ASSETS 5
- ASSETS 38th
- ASSETS Profit Sharing
- ASSETS near Raul Marquez Santiago Retirement Plan
- ASSETS ind #7052
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 →
Park, Nelson, Caywood & Jones Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $123K |
| Employer EIN | 730773695 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Park, Nelson, Caywood & Jones, LLP)
Sponsor-wide plan assets over time
All Park, Nelson, Caywood & Jones, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.549839278114026% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $3M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 4 | $4M |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $121M · 992
- Family & Children's Services 403(b) Plan $37M · 989
- Eskridge Auto Group Profit Sharing Plan $27M · 141
- Veenker Resources, Inc. Profit Sharing Plan $21M · 11
- Messer-Bowers Profit Sharing Plan $9M · 40
Park, Nelson, Caywood & Jones Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oklahoma, the nearest Profit Sharing by assets is Raul Marquez Santiago Retirement Plan in PR ($3M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.