401(k) · DOL Form 5500 · 2023
Briscoe Burke & Grigsby, LLP 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $231,715
- Avg per participant Above avg balance/head
Official DOL plan name: Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Briscoe Burke & Grigsby, LLP · Oklahoma · Professional & Technical Services
$5M in assets, 20 participants
Briscoe Burke & Grigsby, LLP's Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,223 in Professional & Technical Services (20,321 peers)
Briscoe Burke & Grigsby, LLP multi-year trail
Briscoe Burke & Grigsby, LLP's plans moved -26.3% in assets from 2022 to 2024; this filing shows Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust at $5M / 20 participants.
- #8,223
- in Professional & Technical Services (20,321 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $267K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,634,306 43rd percentile higher than 43% 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
Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust reported net income rose from -$612K in the plan year 2022 filing to -$267K in the plan year 2023 filing.
- Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust reported participants fell from 25 in the plan year 2022 filing to 20 in the plan year 2023 filing.
- Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 731293012 · Briscoe Burke & Grigsby, LLP PY 2023 · 401(k)
Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust · $5M · 20 · 43rd
- IND $5M
- EOY 20
- 5500 43rd
- ASSETS 401(k)
- PCT near Bursch Travel Agency, Inc. 401(k) Plan
- EIN ind #8223
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 →
Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Briscoe Burke & Grigsby, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Briscoe Burke & Grigsby, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 26.292037954839063% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $5M |
| 2023 | 1 | 20 | $5M |
| 2024 | 1 | 23 | $4M |
Briscoe Burke & Grigsby, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$267K |
| Employer EIN | 731293012 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Briscoe Burke & Grigsby, LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Bursch Travel Agency, Inc. 401(k) Plan in MN ($5M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Bursch Travel Agency, Inc. 401(k) Plan (MN) $5M · 61
- Fchc 401(k) (IL) $5M · 131
- County Services, Inc. 401(k) Plan (TX) $5M · 101
- T.J. Mccartney, Inc. 401(k) Profit Sharing Plan (NH) $5M · 32
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.