401(k) · DOL Form 5500 · 2023

Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
151
Participants Small participant base
91st
Percentile by assets National rank
$613,613
Avg per participant High balance/head
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Official DOL plan name: Hall, Estill Profit Sharing and 401(k) Plan · Sponsored by Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. · Oklahoma · Professional & Technical Services

$93M in assets, 151 participants

Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.'s Hall, Estill Profit Sharing and 401(k) Plan reported $93M in total assets and 151 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.

  • #18,682 in Professional & Technical Services (20,321 peers)

Coverage in Oklahoma

Hall, Estill Profit Sharing and 401(k) Plan covers 151 participants in Oklahoma, about 20% of the average Oklahoma filer (state average ~760 per filing). Assets: $93M.

#18,682
in Professional & Technical Services (20,321 peers)
+9.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Hall, Estill Profit Sharing and 401(k) Plan's outsized position by total assets

Hall, Estill Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$92,655,564 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

Hall, Estill Profit Sharing and 401(k) 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. Hall, Estill Profit Sharing and 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hall, Estill Profit Sharing and 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Hall, Estill Profit Sharing and 401(k) Plan end-of-year assets rose from $85M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Hall, Estill Profit Sharing and 401(k) Plan reported participants fell from 160 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 730931831 · Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. PY 2023 · 401(k)

Hall, Estill Profit Sharing and 401(k) Plan · $93M · 151 · 91st

  • BOY $93M
  • SCH 151
  • EBSA 91st
  • PART 401(k)
  • TYPE near Dart Container Sales Company, LLC Employee Profit Sharing Plan
  • NET ind #18682

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 Professional & Technical Services retirement plans → · Plans in Oklahoma →

Hall, Estill Profit Sharing and 401(k) Plan in the asset neighbourhood

Kgpco, Inc. 401(k) Savings PlanKgpco, Inc. 401(k) Savings P…$93MHall, Estill Profit Sharing and 401(k) PlanHall, Estill Profit Sharing …$93MDart Container Sales Company, LLC Employee Profit Sharing PlanDart Container Sales Company…$93MAmphastar Pharmaceuticals, Inc. 401(k) Profit Sharing PlanAmphastar Pharmaceuticals, I…$93MMedstar Affiliates 401(k) PlanMedstar Affiliates 401(k) Pl…$93M
End-of-year total assets ($M) among Hall, Estill Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$93M
Net Income$8M
Employer EIN730931831
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.)

Sponsor-wide plan assets over time

All Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$103M 21.36519301112537% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $85M $103M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 160 $85M
2023 1 151 $93M
2024 1 156 $103M

Nearby 401(k) Plans in Oklahoma

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

Hall, Estill Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Hall, Estill Profit Sharing and 401(k) Plan, Total assets ($B): 0.092655564 · Participants: 151Hall, Estill Profit Sharing and 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
Hall, Estill Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Hall, Estill Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Hall, Estill Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Dart Container Sales Company, LLC Employee Profit Sharing Plan in FL ($93M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Hall, Estill Profit Sharing and 401(k) Plan assets move in 2023? ▼
Hall, Estill Profit Sharing and 401(k) Plan grew at a solid clip - up 9.1% during 2023, from $85M to $93M. Reported net income was $8M.
How have Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.'s sponsor-wide assets grew 21.4%, from $85M to $103M.
Where does Hall, Estill Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Hall, Estill Profit Sharing and 401(k) Plan 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 Hall, Estill Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dart Container Sales Company, LLC Employee Profit Sharing Plan in FL ($93M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Hall, Estill Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 730931831.

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.