401(k) · DOL Form 5500 · 2023
Gillispie & Ogilbee, P.C. 401(k) Plan
Data updated 2026-08-25
- $695K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $57,889
- Avg per participant Low balance/head
Official DOL plan name: Gillispie & Ogilbee, P.C. Employees 401(k) Plan · Sponsored by Gillispie & Ogilbee, P.C. · Oklahoma · Professional & Technical Services
$695K in assets, 12 participants
Gillispie & Ogilbee, P.C.'s Gillispie & Ogilbee, P.C. Employees 401(k) Plan reported $695K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,161 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Gillispie & Ogilbee, P.C. Employees 401(k) Plan holds $695K for 12 participants - about $57,889 per participant, among the smaller plans by assets on file.
- #3,161
- in Professional & Technical Services (20,321 peers)
- +2.6%
- assets growth YoY
Gillispie & Ogilbee, P.C. Employees 401(k) Plan among the smaller filed plans by assets
Gillispie & Ogilbee, P.C. Employees 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$694,663 21st percentile higher than 21% 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
Gillispie & Ogilbee, P.C. Employees 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gillispie & Ogilbee, P.C. Employees 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gillispie & Ogilbee, P.C. Employees 401(k) Plan reported net income rose from -$938K in the plan year 2022 filing to $18K in the plan year 2023 filing.
- Gillispie & Ogilbee, P.C. Employees 401(k) Plan end-of-year assets rose from $677K in the plan year 2022 filing to $695K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 731267822 · Gillispie & Ogilbee, P.C. PY 2023 · 401(k)
Gillispie & Ogilbee, P.C. Employees 401(k) Plan · $695K · 12 · 21st
- TYPE $695K
- NET 12
- BOOK 21st
- VS-ST 401(k)
- BOY near Cramer Consulting, Inc. 401(k) Retirement Plan
- SCH ind #3161
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 →
Gillispie & Ogilbee, P.C. Employees 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $677K |
|---|---|
| Net Assets (End of Year) | $695K |
| Net Income | $18K |
| Employer EIN | 731267822 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gillispie & Ogilbee, P.C.)
Sponsor-wide plan assets over time
All Gillispie & Ogilbee, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $726K 7.1592077125742835% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $677K |
| 2023 | 1 | 12 | $695K |
| 2024 | 1 | 11 | $726K |
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
Gillispie & Ogilbee, P.C. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Cramer Consulting, Inc. 401(k) Retirement Plan in OR ($695K); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($695K here).
- Cramer Consulting, Inc. 401(k) Retirement Plan (OR) $695K · 2
- Eagle Homes, Inc. 401(k) Plan (KS) $695K · 2
- Nola Htx Services, Inc. 401(k) Profit Sharing Plan (TX) $695K · 2
- A.M.C. Management Corp. 401(k) Plan (SC) $694K · 283
Similar participant headcount
Nearest other-state filings by covered participants (12 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.