401(k) · DOL Form 5500 · 2023

Balon Corporation 401(k) Plan

Data updated 2026-08-11

$96M
Total assets
964
Participants
91st
Percentile by assets
$99,107
Avg per participant
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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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$96M
total plan assets (2023 EOY)
964
covered participants
91st
percentile by assets (of 127,072 plans)
$99,107
avg assets per participant

Where Balon Corporation 401(k) Plan and Trust sits 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 $2,010,000,000 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

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 →

State
Oklahoma
Industry
Manufacturing

Balon Corporation 401(k) Plan and Trust vs the 2023 asset distribution

By assets, Balon Corporation 401(k) Plan and Trust outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

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)

$70M$80M$90M$100M$110M 202220232024 $81M $106M ▲ +31.3%
Total plan assets by year, all Balon Corporation plans on file
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 ($B) Participants Balon Corporation 40…, Total assets ($B): 0.095539479 · Participants: 964Balon Corporation 40…Quiktrip Corporation…, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation…The Williams Investm…, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investm…Oneok, Inc. 401(k) P…, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) P…Bok Financial 401(k)…, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k)…Devon Energy Corpora…, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corpora…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Balon Corporation 401(k) Plan and Trust by total assets, not by location.

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).

Next read for Balon Corporation 401(k) Plan and Trust

Scale reading

Ways to act on Balon Corporation 401(k) Plan and Trust's numbers.

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.