401(k) · DOL Form 5500 · 2023

Coates Field Service, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
246
Participants Below avg headcount
69th
Percentile by assets National rank
$66,412
Avg per participant Below avg balance/head
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Official DOL plan name: Coates Field Service, Inc. Employees Savings and Profit Sharing Plan · Sponsored by Coates Field Service, Inc. · Oklahoma · Real Estate

$16M in assets, 246 participants

Coates Field Service, Inc.'s Coates Field Service, Inc. Employees Savings and Profit Sharing Plan reported $16M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,971 in Real Estate (4,727 peers)

Coverage in Oklahoma

Coates Field Service, Inc. Employees Savings and Profit Sharing Plan covers 246 participants in Oklahoma, about 32% of the average Oklahoma filer (state average ~760 per filing). Assets: $16M.

#3,971
in Real Estate (4,727 peers)
+6.3%
assets growth YoY

Coates Field Service, Inc. Employees Savings and Profit Sharing Plan's outsized position by total assets

Coates Field Service, Inc. Employees Savings and Profit Sharing Plan vs every filed plan by assets

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

$16,337,287 Top 31% higher than 69% 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

Coates Field Service, Inc. Employees Savings and 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. Coates Field Service, Inc. Employees Savings and Profit Sharing Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coates Field Service, Inc. Employees Savings and Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $968K in the plan year 2023 filing.
  • Coates Field Service, Inc. Employees Savings and Profit Sharing Plan reported participants rose from 206 in the plan year 2022 filing to 246 in the plan year 2023 filing.
  • Coates Field Service, Inc. Employees Savings and Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 730574212 · Coates Field Service, Inc. PY 2023 · 401(k)

Coates Field Service, Inc. Employees Savings and Profit Sharing Plan · $16M · 246 · 69th

  • 5500 $16M
  • 5500 246
  • 5500 69th
  • 5500 401(k)
  • 5500 near Purple Strategies 401(k) Retirement Plan
  • 5500 ind #3971

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 Real Estate retirement plans → · Plans in Oklahoma →

Coates Field Service, Inc. Employees Savings and Profit Sharing Plan in the asset neighbourhood

Coates Field Service, Inc. Employees Savings and Profit Sharing PlanCoates Field Service, Inc. E…$16MPurple Strategies 401(k) Retirement PlanPurple Strategies 401(k) Ret…$16MCleary Employees Savings and Retirement PlanCleary Employees Savings and…$16MSigvaris, Inc. 401(k) Plan$16ME&s Ring Management Corporation 401(k) PlanE&s Ring Management Corporat…$16M
End-of-year total assets ($M) among Coates Field Service, Inc. Employees Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$968K
Employer EIN730574212
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coates Field Service, Inc.)

Sponsor-wide plan assets over time

All Coates Field Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 1.6077510379901734% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M$16.5M 202220232024 $15.4M $15.1M ▼ -1.6%
Year Plans Participants Total Assets
2022 1 206 $15M
2023 1 246 $16M
2024 1 224 $15M

Nearby 401(k) Plans in Oklahoma

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

Coates Field Service, Inc. Employees Savings and Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Coates Field Service, Inc. Employees Savings and Profit Sharing Plan, Total assets ($B): 0.016337287 · Participants: 246Coates Field Service, Inc. Employees Savings and Profit Sharing 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
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Coates Field Service, Inc. Employees Savings and Profit Sharing Plan side-by-side with 3 peers →

Coates Field Service, Inc. Employees Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Purple Strategies 401(k) Retirement Plan in VA ($16M); by covered participants it is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 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 (246 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 Coates Field Service, Inc. Employees Savings and Profit Sharing Plan assets move in 2023? ▼
Coates Field Service, Inc. Employees Savings and Profit Sharing Plan grew at a solid clip - up 6.3% during 2023, from $15M to $16M. Reported net income was $968K.
How have Coates Field Service, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coates Field Service, Inc.'s sponsor-wide assets declined 1.6%, from $15M to $15M.
Which 401(k) plans are similar in size to Coates Field Service, Inc. Employees Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Purple Strategies 401(k) Retirement Plan in VA ($16M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Coates Field Service, Inc. Employees Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 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 730574212.

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.