401(k) · DOL Form 5500 · 2023
Poe, Ltd. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $178,699
- Avg per participant Above avg balance/head
Official DOL plan name: Poe, Ltd. 401(k) Profit Sharing Plan · Sponsored by Poe, Ltd. · Oklahoma · Professional & Technical Services
$13M in assets, 72 participants
Poe, Ltd.'s Poe, Ltd. 401(k) Profit Sharing Plan reported $13M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,835 in Professional & Technical Services (20,321 peers)
Poe, Ltd. multi-year trail
Poe, Ltd.'s plans moved +12.8% in assets from 2022 to 2024; this filing shows Poe, Ltd. 401(k) Profit Sharing Plan at $13M / 72 participants.
- #12,835
- in Professional & Technical Services (20,321 peers)
- +7.8%
- assets growth YoY
Poe, Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Poe, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,866,315 Top 36% higher than 64% 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
Poe, Ltd. 401(k) 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. Poe, Ltd. 401(k) Profit Sharing Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Poe, Ltd. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $930K in the plan year 2023 filing.
- Poe, Ltd. 401(k) Profit Sharing Plan reported participants rose from 66 in the plan year 2022 filing to 72 in the plan year 2023 filing.
- Poe, Ltd. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 731293747 · Poe, Ltd. PY 2023 · 401(k)
Poe, Ltd. 401(k) Profit Sharing Plan · $13M · 72 · 64th
- RANK $13M
- RANK 72
- RANK 64th
- RANK 401(k)
- RANK near Skin Cure Oncology, LLC 401(k) Plan
- RANK ind #12835
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 →
Poe, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Poe, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Poe, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 12.775593569071491% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 66 | $12M |
| 2023 | 1 | 72 | $13M |
| 2024 | 1 | 78 | $13M |
Poe, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $930K |
| Employer EIN | 731293747 |
| Plan Effective Date | 1976-11-01 |
| Filing Status | FILING RECEIVED |
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
Poe, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Skin Cure Oncology, LLC 401(k) Plan in IL ($13M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Skin Cure Oncology, LLC 401(k) Plan (IL) $13M · 395
- Employee Benefit Plan of the Childrens Law Center (NY) $13M · 67
- American Metalcraft, Inc. 401(k) Plan (IL) $13M · 50
- Midway/Parkway 401(k) Plan (TX) $13M · 240
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Gryphon Healthcare 401(k) Plan (TX) 72 · 0 off
- Rodland Motor Company 401(k) Plan (WA) 72 · 0 off
- Alexza Pharmaceuticals, Inc. 401(k) Plan (CA) 72 · 0 off
- Peter Troost Monument Company Employee 401(k) Plan (IL) 72 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.