401(k) · DOL Form 5500 · 2023

Hartzog Conger Cason LLP 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
64
Participants Small participant base
82nd
Percentile by assets National rank
$576,047
Avg per participant High balance/head
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Official DOL plan name: Hartzog Conger Cason 401(k) Plan · Sponsored by Hartzog Conger Cason LLP · Oklahoma · Professional & Technical Services

$37M in assets, 64 participants

Hartzog Conger Cason LLP's Hartzog Conger Cason 401(k) Plan reported $37M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,816 in Professional & Technical Services (20,321 peers)

Where Hartzog Conger Cason 401(k) Plan sits by assets

Hartzog Conger Cason 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 64 participants (~$576,047/participant), up 18.7% in 2023.

#16,816
in Professional & Technical Services (20,321 peers)
+18.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hartzog Conger Cason 401(k) Plan's outsized position by total assets

Hartzog Conger Cason 401(k) Plan vs every filed plan by assets

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

$36,867,034 Top 18% higher than 82% 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

Hartzog Conger Cason 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hartzog Conger Cason 401(k) Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hartzog Conger Cason 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Hartzog Conger Cason 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Hartzog Conger Cason 401(k) Plan reported participants rose from 63 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201997652 · Hartzog Conger Cason LLP PY 2023 · 401(k)

Hartzog Conger Cason 401(k) Plan · $37M · 64 · 82nd

  • EOY $37M
  • 5500 64
  • ASSETS 82nd
  • PCT 401(k)
  • EIN near Ca Ventures 401(k) Plan
  • RANK ind #16816

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 →

Hartzog Conger Cason 401(k) Plan in the asset neighbourhood

Hartzog Conger Cason 401(k) PlanHartzog Conger Cason 401(k) …$37MCa Ventures 401(k) Plan$37MGilsanz Murray Steficek LLP Engineers and Architects 401(k) PlanGilsanz Murray Steficek LLP …$37MDominion Anesthesia PLLC$37MJackson Healthcare for Women, P.a. Profit Sharing PlanJackson Healthcare for Women…$37M
End-of-year total assets ($M) among Hartzog Conger Cason 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN201997652
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartzog Conger Cason LLP)

Sponsor-wide plan assets over time

All Hartzog Conger Cason LLP plans reported in each filing year

Latest sponsor-wide plan assets
$41M 33.18067119308045% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.1M $41.4M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 63 $31M
2023 1 64 $37M
2024 1 67 $41M

Nearby 401(k) Plans in Oklahoma

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

Hartzog Conger Cason 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Hartzog Conger Cason 401(k) Plan, Total assets ($B): 0.036867034 · Participants: 64Hartzog Conger Cason 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
Hartzog Conger Cason 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Hartzog Conger Cason 401(k) Plan side-by-side with 3 peers →

Hartzog Conger Cason 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Ca Ventures 401(k) Plan in IL ($37M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Hartzog Conger Cason 401(k) Plan assets move in 2023? ▼
Hartzog Conger Cason 401(k) Plan grew sharply - up 18.7% during 2023, from $31M to $37M. Reported net income was $6M.
How have Hartzog Conger Cason LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartzog Conger Cason LLP's sponsor-wide assets grew 33.2%, from $31M to $41M.
Where does Hartzog Conger Cason 401(k) Plan rank by assets among Form 5500 filers? ▼
Hartzog Conger Cason 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hartzog Conger Cason 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ca Ventures 401(k) Plan in IL ($37M, 1,332 participants).
Which 401(k) plans cover a similar participant headcount to Hartzog Conger Cason 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ekso Bionics 401(k) Plan in CA (64 participants, $6M 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 201997652.

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.