401(k) · DOL Form 5500 · 2023

Hale & Company, Cpa, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
22
Participants Small participant base
32nd
Percentile by assets National rank
$100,616
Avg per participant Below avg balance/head
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Official DOL plan name: Hale & Company, Cpa, P.C. Employee Retirement Plan · Sponsored by Hale & Company, Cpa, P.C. · Oklahoma · Professional & Technical Services

$2M in assets, 22 participants

Hale & Company, Cpa, P.C.'s Hale & Company, Cpa, P.C. Employee Retirement Plan reported $2M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,643 in Professional & Technical Services (20,321 peers)

2023 asset change

Hale & Company, Cpa, P.C. Employee Retirement Plan grew sharply 23.0% in 2023 ($2M → $2M) for 22 participants.

#5,643
in Professional & Technical Services (20,321 peers)
+23.0%
assets growth YoY

Hale & Company, Cpa, P.C. Employee Retirement Plan among the smaller filed plans by assets

Hale & Company, Cpa, P.C. Employee Retirement Plan vs every filed plan by assets

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

$2,213,553 32nd percentile higher than 32% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Hale & Company, Cpa, P.C. Employee Retirement 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. Hale & Company, Cpa, P.C. Employee Retirement Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hale & Company, Cpa, P.C. Employee Retirement Plan reported net income rose from -$238K in the plan year 2022 filing to $414K in the plan year 2023 filing.
  • Hale & Company, Cpa, P.C. Employee Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hale & Company, Cpa, P.C. Employee Retirement Plan reported participants rose from 20 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731486189 · Hale & Company, Cpa, P.C. PY 2023 · 401(k)

Hale & Company, Cpa, P.C. Employee Retirement Plan · $2M · 22 · 32nd

  • IND $2M
  • EOY 22
  • 5500 32nd
  • ASSETS 401(k)
  • PCT near Lionshead Specialty Tire & Whe 401(k) Profit Sharing Plan & Trust
  • EIN ind #5643

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 →

Hale & Company, Cpa, P.C. Employee Retirement Plan in the asset neighbourhood

Hale & Company, Cpa, P.C. Employee Retirement PlanHale & Company, Cpa, P.C. Em…$2MLionshead Specialty Tire & Whe 401(k) Profit Sharing Plan & TrustLionshead Specialty Tire & W…$2MSafe-Harbor 401(k) Profit Sharing Plan for Employees of the LinkSafe-Harbor 401(k) Profit Sh…$2MSuperb Industries, Inc. 401(k) Retirement PlanSuperb Industries, Inc. 401(…$2MDesign Distributors, Inc. 401(k) Profit Sharing Plan and TrustDesign Distributors, Inc. 40…$2M
End-of-year total assets ($M) among Hale & Company, Cpa, P.C. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Hale & Company, Cpa, P.C. years around the 2023 move

Sponsor-wide plan assets over time

All Hale & Company, Cpa, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.07867503451878% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.8M $1.96M ▲ +8.9%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 22 $2M
2024 1 26 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$414K
Employer EIN731486189
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Hale & Company, Cpa, P.C. Employee Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Hale & Company, Cpa, P.C. Employee Retirement Plan, Total assets ($B): 0.002213553 · Participants: 22Hale & Company, Cpa, P.C. Employee Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Hale & Company, Cpa, P.C. Employee Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Hale & Company, Cpa, P.C. Employee Retirement Plan side-by-side with 3 peers →

Hale & Company, Cpa, P.C. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Lionshead Specialty Tire & Whe 401(k) Profit Sharing Plan & Trust in IN ($2M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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.

Frequently Asked Questions

How did Hale & Company, Cpa, P.C. Employee Retirement Plan assets move in 2023? ▼
Hale & Company, Cpa, P.C. Employee Retirement Plan grew sharply - up 23.0% during 2023, from $2M to $2M. Reported net income was $414K.
How have Hale & Company, Cpa, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hale & Company, Cpa, P.C.'s sponsor-wide assets grew 9.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Hale & Company, Cpa, P.C. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lionshead Specialty Tire & Whe 401(k) Profit Sharing Plan & Trust in IN ($2M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Hale & Company, Cpa, P.C. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 731486189.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.