401(k) · DOL Form 5500 · 2023

Balon Corporation 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
964
Participants Near avg headcount
91st
Percentile by assets National rank
$99,107
Avg per participant Below avg balance/head
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Official DOL plan name: Balon Corporation 401(k) Plan and Trust · Sponsored by Balon Corporation · Oklahoma · Manufacturing

$96M in assets, 964 participants

Balon Corporation's Balon Corporation 401(k) Plan and Trust reported $96M in total assets and 964 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,167 in Manufacturing (18,722 peers)

Where Balon Corporation 401(k) Plan and Trust sits by assets

Balon Corporation 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $96M for 964 participants (~$99,107/participant), up 18.0% in 2023.

#16,167
in Manufacturing (18,722 peers)
+18.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Balon Corporation 401(k) Plan and Trust's outsized position by total assets

Balon Corporation 401(k) Plan and Trust vs every filed plan by assets

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

$95,539,479 Top 9% higher than 91% 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

Balon Corporation 401(k) Plan and Trust 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. Balon Corporation 401(k) Plan and Trust sits mid-pack in the medium band (964 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Balon Corporation 401(k) Plan and Trust reported net income rose from -$12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Balon Corporation 401(k) Plan and Trust end-of-year assets rose from $81M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • Balon Corporation 401(k) Plan and Trust reported participants fell from 1,025 in the plan year 2022 filing to 964 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 730745177 · Balon Corporation PY 2023 · 401(k)

Balon Corporation 401(k) Plan and Trust · $96M · 964 · 91st

  • PCT $96M
  • PCT 964
  • PCT 91st
  • PCT 401(k)
  • PCT near Flexco 401(k) Plan
  • PCT ind #16167

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 →

Balon Corporation 401(k) Plan and Trust in the asset neighbourhood

Zt Group Int'l, Inc 401(k) Profit Sharing PlanZt Group Int'l, Inc 401(k) P…$96MFlexco 401(k) Plan$96MBalon Corporation 401(k) Plan and TrustBalon Corporation 401(k) Pla…$96MMile Bluff Medical Center, Inc. 401(k) PlanMile Bluff Medical Center, I…$96MAit Worldwide Logistics, Inc. 401(k) Savings PlanAit Worldwide Logistics, Inc…$95M
End-of-year total assets ($M) among Balon Corporation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$96M
Net Income$15M
Employer EIN730745177
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balon Corporation)

Sponsor-wide plan assets over time

All Balon Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$106M 31.315922226895136% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $81M $106M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 1,025 $81M
2023 1 964 $96M
2024 1 1,113 $106M

Nearby 401(k) Plans in Oklahoma

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

Balon Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Balon Corporation 401(k) Plan and Trust, Total assets ($B): 0.095539479 · Participants: 964Balon Corporation 401(k) Plan and TrustQuiktrip 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
Balon Corporation 401(k) Plan and Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Balon Corporation 401(k) Plan and Trust side-by-side with 3 peers →

Balon Corporation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Flexco 401(k) Plan in IL ($96M); by covered participants it is Novolex Te 401(k) Plan in SC (964 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($96M here).

Similar participant headcount

Nearest other-state filings by covered participants (964 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 Balon Corporation 401(k) Plan and Trust assets move in 2023? ▼
Balon Corporation 401(k) Plan and Trust grew sharply - up 18.0% during 2023, from $81M to $96M. Reported net income was $15M.
How have Balon Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balon Corporation's sponsor-wide assets grew 31.3%, from $81M to $106M.
Where does Balon Corporation 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Balon Corporation 401(k) Plan and Trust ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Balon Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Flexco 401(k) Plan in IL ($96M, 481 participants).
Which 401(k) plans cover a similar participant headcount to Balon Corporation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Novolex Te 401(k) Plan in SC (964 participants, $14M 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 730745177.

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.