Other · DOL Form 5500 · 2023
S Brent Bahner PLLC Retirement Plan
Data updated 2026-08-25
- $983K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $491,532
- Avg per participant High balance/head
Official DOL plan name: S. Brent Bahner PLLC Retirement Plan · Sponsored by S Brent Bahner PLLC · Oklahoma · Professional & Technical Services
$983K in assets, 2 participants
S Brent Bahner PLLC's S. Brent Bahner PLLC Retirement Plan reported $983K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #3,784 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
S. Brent Bahner PLLC Retirement Plan holds $983K for 2 participants - about $491,532 per participant, among the smaller plans by assets on file.
- #3,784
- in Professional & Technical Services (20,321 peers)
- +7.0%
- assets growth YoY
S. Brent Bahner PLLC Retirement Plan among the smaller filed plans by assets
S. Brent Bahner PLLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$983,063 24th percentile higher than 24% 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
S. Brent Bahner PLLC Retirement 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. S. Brent Bahner PLLC Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- S. Brent Bahner PLLC Retirement Plan reported net income rose from -$231K in the plan year 2022 filing to $64K in the plan year 2023 filing.
- S. Brent Bahner PLLC Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- S. Brent Bahner PLLC Retirement Plan end-of-year assets rose from $919K in the plan year 2022 filing to $983K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 731285169 · S Brent Bahner PLLC PY 2023 · Other
S. Brent Bahner PLLC Retirement Plan · $983K · 2 · 24th
- ASSETS $983K
- PCT 2
- EIN 24th
- RANK Other
- PHOTO near Chdfs Inc. 403(b) Plan
- IND ind #3784
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 →
S. Brent Bahner PLLC Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $919K |
|---|---|
| Net Assets (End of Year) | $983K |
| Net Income | $64K |
| Employer EIN | 731285169 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S Brent Bahner PLLC)
Sponsor-wide plan assets over time
All S Brent Bahner PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $995K 8.261220207420243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $919K |
| 2023 | 1 | 2 | $983K |
| 2024 | 1 | 2 | $995K |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $957M · 10,744
- The University of Tulsa Defined Contribution Retirement Plan $403M · 1,127
- Saint Francis Health System, Inc. 403(b) Savings P $352M · 991
- Oral Roberts University Retirement Plan $70M · 505
- Duncan Regional Hospital 403(b) Plan $53M · 692
S. Brent Bahner PLLC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Chdfs Inc. 403(b) Plan in NY ($983K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($983K here).
- Chdfs Inc. 403(b) Plan (NY) $983K · 47
- The Kennedy Center, Inc. 403(b) Retirement Plan (CT) $979K · 749
- Colorado Humanities 403-B-7 Retirement Plan (CO) $987K · 5
- Virginia Child Care Resource and Referral Network (VA) $978K · 17
Similar participant headcount
Nearest other-state filings by covered participants (2 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.