401(k) · DOL Form 5500 · 2023

South Oklahoma Heart Research, LLC 401(k) Plan

Data updated 2026-08-25

$762K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$152,449
Avg per participant Above avg balance/head
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Official DOL plan name: South Oklahoma Heart Research 401(k) Plan · Sponsored by South Oklahoma Heart Research, LLC · Oklahoma · Healthcare & Social Assistance

$762K in assets, 5 participants

South Oklahoma Heart Research, LLC's South Oklahoma Heart Research 401(k) Plan reported $762K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,983 in Healthcare & Social Assistance (17,684 peers)

South Oklahoma Heart Research, LLC multi-year trail

South Oklahoma Heart Research, LLC's plans moved +38.1% in assets from 2022 to 2024; this filing shows South Oklahoma Heart Research 401(k) Plan at $762K / 5 participants.

#2,983
in Healthcare & Social Assistance (17,684 peers)
+18.8%
assets growth YoY

South Oklahoma Heart Research 401(k) Plan among the smaller filed plans by assets

South Oklahoma Heart Research 401(k) Plan vs every filed plan by assets

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

$762,243 21st percentile higher than 21% 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

South Oklahoma Heart Research 401(k) 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. South Oklahoma Heart Research 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • South Oklahoma Heart Research 401(k) Plan reported net income rose from -$99K in the plan year 2022 filing to $121K in the plan year 2023 filing.
  • South Oklahoma Heart Research 401(k) Plan end-of-year assets rose from $642K in the plan year 2022 filing to $762K in the plan year 2023 filing.
  • South Oklahoma Heart Research 401(k) Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271148804 · South Oklahoma Heart Research, LLC PY 2023 · 401(k)

South Oklahoma Heart Research 401(k) Plan · $762K · 5 · 21st

  • ASSETS $762K
  • ASSETS 5
  • ASSETS 21st
  • ASSETS 401(k)
  • ASSETS near Niddrie, Addams,Fuller Singh LLP 401(k) Profit Sharing Plan
  • ASSETS ind #2983

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

South Oklahoma Heart Research 401(k) Plan in the asset neighbourhood

South Oklahoma Heart Research 401(k) PlanSouth Oklahoma Heart Researc…$762KNiddrie, Addams,Fuller Singh LLP 401(k) Profit Sharing PlanNiddrie, Addams,Fuller Singh…$762KNelshrig Corporation 401(k) PlanNelshrig Corporation 401(k) …$762KTrajan Corp 401(k) Plan$762KRand Capital Management LLC Profit Sharing PlanRand Capital Management LLC …$762K
End-of-year total assets ($M) among South Oklahoma Heart Research 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Oklahoma Heart Research, LLC multi-year asset trail

Sponsor-wide plan assets over time

All South Oklahoma Heart Research, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$886K 38.082362988081584% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.64M $0.89M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 6 $642K
2023 1 5 $762K
2024 1 6 $886K

South Oklahoma Heart Research, LLC filing trail (2023)

Total Assets (Beginning of Year)$642K
Net Assets (End of Year)$762K
Net Income$121K
Employer EIN271148804
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

South Oklahoma Heart Research 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants South Oklahoma Heart Research 401(k) Plan, Total assets ($B): 0.000762243 · Participants: 5South Oklahoma Heart Research 401(k) 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
South Oklahoma Heart Research 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare South Oklahoma Heart Research 401(k) Plan side-by-side with 3 peers →

South Oklahoma Heart Research 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Niddrie, Addams,Fuller Singh LLP 401(k) Profit Sharing Plan in CA ($762K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 South Oklahoma Heart Research 401(k) Plan assets move in 2023? ▼
South Oklahoma Heart Research 401(k) Plan grew sharply - up 18.8% during 2023, from $642K to $762K. Reported net income was $121K.
How have South Oklahoma Heart Research, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), South Oklahoma Heart Research, LLC's sponsor-wide assets grew 38.1%, from $642K to $886K.
Where does South Oklahoma Heart Research 401(k) Plan rank by assets among Form 5500 filers? ▼
South Oklahoma Heart Research 401(k) Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to South Oklahoma Heart Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Niddrie, Addams,Fuller Singh LLP 401(k) Profit Sharing Plan in CA ($762K, 4 participants).
Which 401(k) plans cover a similar participant headcount to South Oklahoma Heart Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 271148804.

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.