401(k) · DOL Form 5500 · 2023
Frankfurt-Short-Bruza Associates 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 212
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $78,790
- Avg per participant Below avg balance/head
Official DOL plan name: Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan · Sponsored by Frankfurt-Short-Bruza Associates · Oklahoma · Professional & Technical Services
$17M in assets, 212 participants
Frankfurt-Short-Bruza Associates's Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan reported $17M in total assets and 212 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.
- #13,950 in Professional & Technical Services (20,321 peers)
Coverage in Oklahoma
Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan covers 212 participants in Oklahoma, about 28% of the average Oklahoma filer (state average ~760 per filing). Assets: $17M.
- #13,950
- in Professional & Technical Services (20,321 peers)
- +6.0%
- assets growth YoY
Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,703,547 Top 31% higher than 69% 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
Frankfurt-Short-Bruza Associates P.C. 401(k) 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. Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (212 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $950K in the plan year 2023 filing.
- Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan reported participants rose from 186 in the plan year 2022 filing to 212 in the plan year 2023 filing.
- Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
DOL schedule card
Filing strip 731188758 · Frankfurt-Short-Bruza Associates PY 2023 · 401(k)
Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan · $17M · 212 · 69th
- PHOTO $17M
- PHOTO 212
- PHOTO 69th
- PHOTO 401(k)
- PHOTO near Precision Concepts International LLC
- PHOTO ind #13950
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 →
Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $950K |
| Employer EIN | 731188758 |
| Plan Effective Date | 1983-08-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Frankfurt-Short-Bruza Associates)
Sponsor-wide plan assets over time
All Frankfurt-Short-Bruza Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 33.06597193965417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $16M |
| 2023 | 1 | 212 | $17M |
| 2024 | 1 | 195 | $21M |
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
Frankfurt-Short-Bruza Associates P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Precision Concepts International LLC in NC ($17M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (212 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.