401(k) · DOL Form 5500 · 2023
Kirkpatrick Oil Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $204,748
- Avg per participant Above avg balance/head
Official DOL plan name: Kirkpatrick Companies Savings Incentive & Profit Sharing Plan · Sponsored by Kirkpatrick Oil Company, Inc. · Oklahoma · Mining & Oil Extraction
$25M in assets, 120 participants
Kirkpatrick Oil Company, Inc.'s Kirkpatrick Companies Savings Incentive & Profit Sharing Plan reported $25M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #485 in Mining & Oil Extraction (811 peers)
Coverage in Oklahoma
Kirkpatrick Companies Savings Incentive & Profit Sharing Plan covers 120 participants in Oklahoma, about 16% of the average Oklahoma filer (state average ~760 per filing). Assets: $25M.
- #485
- in Mining & Oil Extraction (811 peers)
- +13.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Kirkpatrick Companies Savings Incentive & Profit Sharing Plan's outsized position by total assets
Kirkpatrick Companies Savings Incentive & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,569,759 Top 24% higher than 76% 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
Kirkpatrick Companies Savings Incentive & Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirkpatrick Companies Savings Incentive & Profit Sharing Plan sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kirkpatrick Companies Savings Incentive & Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Kirkpatrick Companies Savings Incentive & Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Kirkpatrick Companies Savings Incentive & Profit Sharing Plan reported participants fell from 130 in the plan year 2022 filing to 120 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 731342045 · Kirkpatrick Oil Company, Inc. PY 2023 · 401(k)
Kirkpatrick Companies Savings Incentive & Profit Sharing Plan · $25M · 120 · 76th
- 5500 $25M
- 5500 120
- 5500 76th
- 5500 401(k)
- 5500 near Buchalter Associate Attorney 401(k) Plan
- 5500 ind #485
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 Mining & Oil Extraction retirement plans → · Plans in Oklahoma →
Kirkpatrick Companies Savings Incentive & Profit Sharing Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $3M |
| Employer EIN | 731342045 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kirkpatrick Oil Company, Inc.)
Sponsor-wide plan assets over time
All Kirkpatrick Oil Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 22.507104127505144% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $22M |
| 2023 | 1 | 120 | $25M |
| 2024 | 1 | 150 | $26M |
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
Kirkpatrick Companies Savings Incentive & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Buchalter Associate Attorney 401(k) Plan in CA ($25M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Buchalter Associate Attorney 401(k) Plan (CA) $25M · 138
- Mcbride & Son 401(k) Savings Plan (MO) $25M · 146
- Bluum 401(k) Plan (AZ) $25M · 570
- Kerkering, Barberio & Co. 401(k) Plan (FL) $25M · 130
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Southgroup 401(k) Plan (MS) 120 · 0 off
- Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan (AZ) 120 · 0 off
- Sloat Garden Center, Inc. Profit Sharing Plan (CA) 120 · 0 off
- C S T & T Co. 401(k) Plan (NY) 120 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.