401(k) · DOL Form 5500 · 2023

Percy Inc. 401(k) Plan

Data updated 2026-08-25

$231K
Total assets Small plan by assets: 1
Participants Small participant base: 12th
Percentile by assets National rank: $231,094
Avg per participant Above avg balance/head

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Official DOL plan name: Percy Inc. 401(k) Plan · Sponsored by Percy Inc. · Oklahoma · Other Services

$231K in assets, 1 participants

Percy Inc.'s Percy Inc. 401(k) Plan reported $231K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

#1,986 in Other Services (7,857 peers)

2023 asset change

Percy Inc. 401(k) Plan declined sharply 16.8% in 2023 ($278K → $231K) for 1 participant.

#1,986
in Other Services (7,857 peers): -16.8%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Percy Inc. 401(k) Plan among the smaller filed plans by assets

Percy Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$231,094 12th percentile higher than 12% 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

Percy Inc. 401(k) 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. Percy Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Percy Inc. 401(k) Plan reported net income fell from -$35K in the plan year 2022 filing to -$47K in the plan year 2023 filing.
Percy Inc. 401(k) Plan end-of-year assets fell from $278K in the plan year 2022 filing to $231K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 863767428 · Percy Inc. PY 2023 · 401(k)

Percy Inc. 401(k) Plan · $231K · 1 · 12th

BOY $231K
BOY 1
BOY 12th
BOY 401(k)
BOY near Jessejay's Company 401(k) Plan
BOY ind #1986

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 Other Services retirement plans → · Plans in Oklahoma →

End-of-year total assets ($M) among Percy Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Percy Inc. years around the 2023 move

Latest sponsor-wide plan assets: $252K 9.151550277368795% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$278K
2023	1	1	$231K
2024	1	1	$252K

2023 asset-move particulars

Total Assets (Beginning of Year)	$278K
Net Assets (End of Year)	$231K
Net Income	-$47K
Employer EIN	863767428
Plan Effective Date	2021-05-06
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Percy Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants

Quiktrip Corporation Retirement Plan $4.2B · 11,746
The Williams Investment Plus Plan $1.7B · 5,041
Oneok, Inc. 401(k) Plan $1.2B · 2,965
Bok Financial 401(k) Plan $1.0B · 4,766
Devon Energy Corporation Incentive Savings Plan $933M · 1,858

Compare Percy Inc. 401(k) Plan side-by-side with 3 peers →

Percy Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Jessejay's Company 401(k) Plan in MD ($231K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($231K here).

Jessejay's Company 401(k) Plan (MD) $231K · 10
Crm Investments Inc. 401(k) Plan (CA) $231K · 2
Pappaly Enterprises, Inc. 401(k) Plan (CA) $231K · 1
Undrdog World Wide, Corp. 401(k) Plan (AZ) $231K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Percy Inc. 401(k) Plan assets move in 2023? ▼

Percy Inc. 401(k) Plan declined sharply - down 16.8% during 2023, from $278K to $231K. Reported net income was -$47K.

How have Percy Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Percy Inc.'s sponsor-wide assets declined 9.2%, from $278K to $252K.

Where does Percy Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Percy Inc. 401(k) Plan ranks in the 12th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Percy Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jessejay's Company 401(k) Plan in MD ($231K, 10 participants).

Which 401(k) plans cover a similar participant headcount to Percy Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863767428.