Profit Sharing · DOL Form 5500 · 2023
Pecan Valley Enterprises, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $400K
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $18,189
- Avg per participant Low balance/head
Official DOL plan name: Pecan Valley Enterprises, Inc. Profit Sharing Plan · Sponsored by Pecan Valley Enterprises, Inc. · Oklahoma · Retail Trade
$400K in assets, 22 participants
Pecan Valley Enterprises, Inc.'s Pecan Valley Enterprises, Inc. Profit Sharing Plan reported $400K in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #2,202 in Retail Trade (8,414 peers)
What the 2023 filing shows
Pecan Valley Enterprises, Inc. Profit Sharing Plan holds $400K for 22 participants - about $18,189 per participant, among the smaller plans by assets on file.
- #2,202
- in Retail Trade (8,414 peers)
- +2.2%
- assets growth YoY
Pecan Valley Enterprises, Inc. Profit Sharing Plan among the smaller filed plans by assets
Pecan Valley Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$400,168 16th percentile higher than 16% 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
Pecan Valley Enterprises, Inc. Profit Sharing 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. Pecan Valley Enterprises, Inc. Profit Sharing 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
- Pecan Valley Enterprises, Inc. Profit Sharing Plan reported participants rose from 18 in the plan year 2022 filing to 22 in the plan year 2023 filing.
- Pecan Valley Enterprises, Inc. Profit Sharing Plan reported net income rose from $8K in the plan year 2022 filing to $9K in the plan year 2023 filing.
- Pecan Valley Enterprises, Inc. Profit Sharing Plan end-of-year assets rose from $391K in the plan year 2022 filing to $400K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 473885524 · Pecan Valley Enterprises, Inc. PY 2023 · Profit Sharing
Pecan Valley Enterprises, Inc. Profit Sharing Plan · $400K · 22 · 16th
- EBSA $400K
- PART 22
- TYPE 16th
- NET Profit Sharing
- BOOK near J. Williams 710 Corporation Retirement Plan
- VS-ST ind #2202
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 Retail Trade retirement plans → · Plans in Oklahoma →
Pecan Valley Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $391K |
|---|---|
| Net Assets (End of Year) | $400K |
| Net Income | $9K |
| Employer EIN | 473885524 |
| Plan Effective Date | 2015-04-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pecan Valley Enterprises, Inc.)
Sponsor-wide plan assets over time
All Pecan Valley Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $389K 0.7056827646821362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $391K |
| 2023 | 1 | 22 | $400K |
| 2024 | 1 | 26 | $389K |
Nearby Profit Sharing Plans in Oklahoma
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dolese Bros. Co. Profit Sharing Plan $121M · 992
- Family & Children's Services 403(b) Plan $37M · 989
- Eskridge Auto Group Profit Sharing Plan $27M · 141
- Veenker Resources, Inc. Profit Sharing Plan $21M · 11
- Messer-Bowers Profit Sharing Plan $9M · 40
Pecan Valley Enterprises, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Oklahoma, the nearest Profit Sharing by assets is J. Williams 710 Corporation Retirement Plan in MO ($400K); by covered participants it is More 2 Life Inc. Retirement Plan in NY (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($400K here).
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.