401(k) · DOL Form 5500 · 2023

Est, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
292
Participants Below avg headcount
64th
Percentile by assets National rank
$43,476
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Est, Inc. 401(k) Plan · Sponsored by Est, Inc. · Oklahoma · Professional & Technical Services

$13M in assets, 292 participants

Est, Inc.'s Est, Inc. 401(k) Plan reported $13M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,772 in Professional & Technical Services (20,321 peers)

Coverage in Oklahoma

Est, Inc. 401(k) Plan covers 292 participants in Oklahoma, about 38% of the average Oklahoma filer (state average ~760 per filing). Assets: $13M.

#12,772
in Professional & Technical Services (20,321 peers)
+25.0%
assets growth YoY

Est, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Est, Inc. 401(k) Plan vs every filed plan by assets

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

$12,695,110 Top 36% higher than 64% 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

Est, Inc. 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. Est, Inc. 401(k) Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Est, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Est, Inc. 401(k) Plan reported participants rose from 232 in the plan year 2022 filing to 292 in the plan year 2023 filing.
  • Est, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731590835 · Est, Inc. PY 2023 · 401(k)

Est, Inc. 401(k) Plan · $13M · 292 · 64th

  • IND $13M
  • IND 292
  • IND 64th
  • IND 401(k)
  • IND near The Superior Group 401(k) and Profit Sharing Plan
  • IND ind #12772

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 →

Est, Inc. 401(k) Plan in the asset neighbourhood

Est, Inc. 401(k) Plan$13MElite Roofing Supply 401(k) PlanElite Roofing Supply 401(k) …$13MNickle Electrical Companies 401(k) PlanNickle Electrical Companies …$13MThe Superior Group 401(k) and Profit Sharing PlanThe Superior Group 401(k) an…$13MSrc 401(k) Plan$13M
End-of-year total assets ($M) among Est, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN731590835
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Est, Inc.)

Sponsor-wide plan assets over time

All Est, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 24.96648230127696% vs 2022
2023 filing year
$9M$10M$11M$12M$13M 20222023 $10.2M $12.7M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 232 $10M
2023 2 593 $13M

Nearby 401(k) Plans in Oklahoma

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

Est, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Est, Inc. 401(k) Plan, Total assets ($B): 0.01269511 · Participants: 292Est, Inc. 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
Est, Inc. 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Est, Inc. 401(k) Plan side-by-side with 3 peers →

Est, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is The Superior Group 401(k) and Profit Sharing Plan in OH ($13M); by covered participants it is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Est, Inc. 401(k) Plan assets move in 2023? ▼
Est, Inc. 401(k) Plan grew sharply - up 25.0% during 2023, from $10M to $13M. Reported net income was $3M.
How have Est, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Est, Inc.'s sponsor-wide assets grew 25.0%, from $10M to $13M.
Which 401(k) plans are similar in size to Est, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Superior Group 401(k) and Profit Sharing Plan in OH ($13M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Est, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants, $45M 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 731590835.

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.