401(k) · DOL Form 5500 · 2023

Finley & Cook, P.L.L.C. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
196
Participants Below avg headcount
68th
Percentile by assets National rank
$79,186
Avg per participant Below avg balance/head
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Official DOL plan name: Finley & Cook 401(k) Savings Incentive Plan · Sponsored by Finley & Cook, P.L.L.C. · Oklahoma · Professional & Technical Services

$16M in assets, 196 participants

Finley & Cook, P.L.L.C.'s Finley & Cook 401(k) Savings Incentive Plan reported $16M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,661 in Professional & Technical Services (20,321 peers)

Coverage in Oklahoma

Finley & Cook 401(k) Savings Incentive Plan covers 196 participants in Oklahoma, about 26% of the average Oklahoma filer (state average ~760 per filing). Assets: $16M.

#13,661
in Professional & Technical Services (20,321 peers)
+18.4%
assets growth YoY

Finley & Cook 401(k) Savings Incentive Plan's outsized position by total assets

Finley & Cook 401(k) Savings Incentive Plan vs every filed plan by assets

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

$15,520,537 Top 32% higher than 68% 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

Finley & Cook 401(k) Savings Incentive 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. Finley & Cook 401(k) Savings Incentive Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Finley & Cook 401(k) Savings Incentive Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Finley & Cook 401(k) Savings Incentive Plan reported participants rose from 156 in the plan year 2022 filing to 196 in the plan year 2023 filing.
  • Finley & Cook 401(k) Savings Incentive Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 730604334 · Finley & Cook, P.L.L.C. PY 2023 · 401(k)

Finley & Cook 401(k) Savings Incentive Plan · $16M · 196 · 68th

  • PCT $16M
  • EIN 196
  • RANK 68th
  • PHOTO 401(k)
  • IND near Yapstone 401(k) Plan
  • EOY ind #13661

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 →

Finley & Cook 401(k) Savings Incentive Plan in the asset neighbourhood

Finley & Cook 401(k) Savings Incentive PlanFinley & Cook 401(k) Savings…$16MYapstone 401(k) Plan$16MCority 401(k) Plan$16MEutaw Construction Company, Inc. 401(k) PlanEutaw Construction Company, …$16MDunlap & Seeger, P.a. 401(k) PlanDunlap & Seeger, P.a. 401(k)…$16M
End-of-year total assets ($M) among Finley & Cook 401(k) Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN730604334
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finley & Cook, P.L.L.C.)

Sponsor-wide plan assets over time

All Finley & Cook, P.L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 34.19084981760883% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $17.6M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 156 $13M
2023 1 196 $16M
2024 1 174 $18M

Nearby 401(k) Plans in Oklahoma

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

Finley & Cook 401(k) Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Finley & Cook 401(k) Savings Incentive Plan, Total assets ($B): 0.015520537 · Participants: 196Finley & Cook 401(k) Savings Incentive 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
Finley & Cook 401(k) Savings Incentive Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Finley & Cook 401(k) Savings Incentive Plan side-by-side with 3 peers →

Finley & Cook 401(k) Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Yapstone 401(k) Plan in CA ($16M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Finley & Cook 401(k) Savings Incentive Plan assets move in 2023? ▼
Finley & Cook 401(k) Savings Incentive Plan grew sharply - up 18.4% during 2023, from $13M to $16M. Reported net income was $2M.
How have Finley & Cook, P.L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finley & Cook, P.L.L.C.'s sponsor-wide assets grew 34.2%, from $13M to $18M.
Which 401(k) plans are similar in size to Finley & Cook 401(k) Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yapstone 401(k) Plan in CA ($16M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Finley & Cook 401(k) Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 participants, N/A 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 730604334.

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.