401(k) · DOL Form 5500 · 2023

Preferred Management Corporation 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
658
Participants Below avg headcount
69th
Percentile by assets National rank
$25,400
Avg per participant Low balance/head
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Official DOL plan name: Preferred Management Corporation Retirement Savings Plan · Sponsored by Preferred Management Corporation · Oklahoma · Healthcare & Social Assistance

$17M in assets, 658 participants

Preferred Management Corporation's Preferred Management Corporation Retirement Savings Plan reported $17M in total assets and 658 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.

  • #13,097 in Healthcare & Social Assistance (17,684 peers)

Preferred Management Corporation multi-year trail

Preferred Management Corporation's plans moved +41.6% in assets from 2022 to 2024; this filing shows Preferred Management Corporation Retirement Savings Plan at $17M / 658 participants.

#13,097
in Healthcare & Social Assistance (17,684 peers)
+23.6%
assets growth YoY

Preferred Management Corporation Retirement Savings Plan's outsized position by total assets

Preferred Management Corporation Retirement Savings Plan vs every filed plan by assets

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

$16,713,180 Top 31% higher than 69% 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

Preferred Management Corporation Retirement Savings 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. Preferred Management Corporation Retirement Savings Plan sits mid-pack in the medium band (658 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Preferred Management Corporation Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Preferred Management Corporation Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Preferred Management Corporation Retirement Savings Plan reported participants fell from 666 in the plan year 2022 filing to 658 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 731312311 · Preferred Management Corporation PY 2023 · 401(k)

Preferred Management Corporation Retirement Savings Plan · $17M · 658 · 69th

  • PART $17M
  • TYPE 658
  • NET 69th
  • BOOK 401(k)
  • VS-ST near Creative Imaging Group, Inc. Employee Stock Ownership Plan
  • BOY ind #13097

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Preferred Management Corporation Retirement Savings Plan in the asset neighbourhood

Preferred Management Corporation Retirement Savings PlanPreferred Management Corpora…$17MCreative Imaging Group, Inc. Employee Stock Ownership PlanCreative Imaging Group, Inc.…$17MThe Ohio Moulding Corporation 401(k) & Profit Sharing TrustThe Ohio Moulding Corporatio…$17MJw Eye Associates, PA 401(k) Profit Sharing Plan & TrustJw Eye Associates, PA 401(k)…$17MWestbrook 401(k) Plan$17M
End-of-year total assets ($M) among Preferred Management Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Preferred Management Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Preferred Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$19M 41.57065966043456% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.5M $19.2M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 666 $14M
2023 1 658 $17M
2024 1 709 $19M

Preferred Management Corporation filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN731312311
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Preferred Management Corporation Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Preferred Management Corporation Retirement Savings Plan, Total assets ($B): 0.01671318 · Participants: 658Preferred Management Corporation Retirement Savings 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
Preferred Management Corporation Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Preferred Management Corporation Retirement Savings Plan side-by-side with 3 peers →

Preferred Management Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Creative Imaging Group, Inc. Employee Stock Ownership Plan in ME ($17M); by covered participants it is Ingleside 401(k) Plan in MD (658 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (658 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 Preferred Management Corporation Retirement Savings Plan assets move in 2023? ▼
Preferred Management Corporation Retirement Savings Plan grew sharply - up 23.6% during 2023, from $14M to $17M. Reported net income was $3M.
How have Preferred Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Management Corporation's sponsor-wide assets grew 41.6%, from $14M to $19M.
Which 401(k) plans are similar in size to Preferred Management Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creative Imaging Group, Inc. Employee Stock Ownership Plan in ME ($17M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Management Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ingleside 401(k) Plan in MD (658 participants, $17M 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 731312311.

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.