401(k) · DOL Form 5500 · 2023
The Bama Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 942
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $75,648
- Avg per participant Below avg balance/head
Official DOL plan name: Bama Profit Sharing Plan · Sponsored by The Bama Companies, Inc. · Oklahoma · Manufacturing
$71M in assets, 942 participants
The Bama Companies, Inc.'s Bama Profit Sharing Plan reported $71M in total assets and 942 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #15,611 in Manufacturing (18,722 peers)
Where Bama Profit Sharing Plan sits by assets
Bama Profit Sharing Plan sits in the top quartile of all filed plans by assets, $71M for 942 participants (~$75,648/participant), up 12.9% in 2023.
- #15,611
- in Manufacturing (18,722 peers)
- +12.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Bama Profit Sharing Plan's outsized position by total assets
Bama Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$71,260,867 Top 11% higher than 89% 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
Bama 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. Bama Profit Sharing Plan sits mid-pack in the medium band (942 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bama Profit Sharing Plan reported net income rose from -$16M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Bama Profit Sharing Plan end-of-year assets rose from $63M in the plan year 2022 filing to $71M in the plan year 2023 filing.
- Bama Profit Sharing Plan reported participants rose from 910 in the plan year 2022 filing to 942 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 730988323 · The Bama Companies, Inc. PY 2023 · 401(k)
Bama Profit Sharing Plan · $71M · 942 · 89th
- NET $71M
- NET 942
- NET 89th
- NET 401(k)
- NET near Tlp Management Services LLC 401(k) Plan
- NET ind #15611
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 Manufacturing retirement plans → · Plans in Oklahoma →
Bama Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $8M |
| Employer EIN | 730988323 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Bama Companies, Inc.)
Sponsor-wide plan assets over time
All The Bama Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 23.884038052905108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 910 | $63M |
| 2023 | 1 | 942 | $71M |
| 2024 | 1 | 965 | $78M |
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
Bama Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Tlp Management Services LLC 401(k) Plan in CO ($71M); by covered participants it is Lamps Plus 401(k) Plan in CA (942 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
- Tlp Management Services LLC 401(k) Plan (CO) $71M · 519
- Worth & Company, Inc. Retirement Plan (PA) $71M · 562
- Qualys, Inc. 401(k) Plan (CA) $71M · 546
- 401(k) Tech Collective Plan (WA) $71M · 2,308
Similar participant headcount
Nearest other-state filings by covered participants (942 participants); asset peers above are excluded.
- Lamps Plus 401(k) Plan (CA) 942 · 0 off
- Bay Equity 401(k) Plan (CA) 942 · 0 off
- Flagship Credit Acceptance LLC 401(k) Plan (PA) 942 · 0 off
- Body Contour Centers, LLC 401(k) Plan (WA) 942 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.